Who to consult with regarding structuring ownership of rentals?

[Paul D.]

My family and I live in CA and we currently have four SFR in Idaho. Technically those four properties are in the name of a deceased family member, as his sole and separate property. We are the beneficiaries of the decedent's estate, and we will soon initiate the process of having title transferred [1]. We are looking to continue investing in RE! We all share the same vision/objective of maximizing our growth, collectively, in the long run. None of us are concerned about how much income we "get" individually; and most of the money we earn now and in the near future will be reinvested.

That being said, I am seeking advice on what type(s) of professional(s) to consult with in regards to questions I have about best practices for a family (two generations for now) who is investing in RE (small potatoes at the moment, but with ambitious growth plans). The questions pertain to how to structure ownership, how to divide income/expenses among family members, how to minimize individual tax burdens, etc. Should I just be looking for a CPA who is experienced with RE investing? Bonus points if whomever I speak with can also give basic advice on estate planning as it pertains to the investment properties.

On a related note (but probably more appropriate for the forum titled "Private Lending & Conventional Mortgage Advice"), I'm also interested in learning about how different ownership and income distribution scenarios might affect our borrowing capacity, especially cash-out refis. For example, would banks / credit unions be less willing to lend money if the properties were in an LLC? Is it more difficult to get loans if rental income is split up among four people?

I've read through some discussions here on BP and they are great resources and have given me some good ideas and things to think about, and now I feel that I would benefit from having an in-person conversation with the appropriate professional(s) with whom I can delve deeper into the circumstances that are specific to me and my family.

Any and all recommendations and advice are welcome!

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Footnote:

[1] Decedent died intestate, and according to the Idaho laws on intestate succession, the surviving spouse receives 1/2 of the Idaho property and the other 1/2 is divided among children.