Seeking Financial Planner Recommendation for RE and Trusts

[Catherine Peters]

Hi BP Tribe,

I am looking for some financial planning advice from a professional who has a focus on real estate, which is why I am looking for recommendations from this stellar group. Specifically, I need someone to take a look at a trust that was set up in Texas by my grandfather to see if it is revokable and if I'm able to invest in real estate within the trust. I'd love to speak with someone who is knowledgeable about real estate investing, trusts and tax implications. Any recs you could send my way would be greatly appreciated.

Thanks!

Cat

[Steve Morris]

"I'd love to speak with someone who is knowledgeable about real estate investing, trusts and tax implications. Any recs you could send my way would be greatly appreciated."

Where is the property located (assuming that's what the trust controls)?  I'd look up 1031 accomodators in that area since they deal with pretty complicated ownership structures and the IRS all the time.  

They'd have a list of attorneys they work with and a lot have attys on staff - Though I don't know if they'd be willing to put themselves out to give you advice you rely on besides for a 1031.