This is illustrated in some recent threads here.

Each of these opinions illustrates a time in which someone not authorized offered legal advice to someone else.

My intention was not to express my personal views or attitude, but to illustrate two different extremes: one when the investor is worried about due on sale and one when they aren't.

@Lisa LanzaThat is a long list of questions, and illustrates the importance of consulting with your own counsel for tax and estate planning issues.  

Hire an illustrator and photographerthe buttons should say more than "read more".  

To illustrate, let's assume you generate 60 calls in a month, and they are answered by a service using that script.

I wanted to illustrate that because there are times we think we know what we are doing and after 10 years doing this, I still have to keep myself in check.  

Links to cases & articles:Fackler:  https://casetext.com/case/fackler-v-commissioner-o...Balsamo:  https://www.leagle.com/decision/198766254cutcm6081...Gilford:  https://law.justia.com/cases/federal/appellate-cou...Murtaugh:  https://www.leagle.com/decision/199714974qtcm75113...Grier:  https://law.justia.com/cases/federal/district-cour...Chicago Law Journal Article:  https://chicagounbound.uchicago.edu/cgi/viewconten...Other relevant reading not mentioned above:  Anderson:  https://www.leagle.com/decision/1982134944jptcm130...Curphey:  https://bradfordtaxinstitute.com/Endnotes/73_TC_76...Alvary:  https://casetext.com/case/alvary-v-united-statesRevenue Ruling 73-522 (no link, also language is not quite the same as 162, unlike other links - but illustrative that triple net lease may be a problem)Good Article:  https://www.taxnotes.com/tax-reform/economic-analy...Good Article, mentions "Kissing Cousin Issues" as one of the other posters here pointed out:  https://www.thetaxadviser.com/issues/2013/may/clin...Another Kissing Cousin Article:  http://www.mntaxclass.com/files/RRETOB_Part_I.pdfEnjoy!

Here is a link to an illustration of the mechanics and distribution of risk when this is used for corporate/commercial transactions.  

This scenario illustrated above is why I believe it is difficult for buy and hold'ers to do well if they don't have any capital of their own for deals.