It is very complicated; like a snowflake, each transaction is different.How do you decide risk vs. reward here?

I think I could address more, but it's unnecessary.

I’m almost hoping she rejects my offer because it’s so complicated, but it kinda seems like it could be a win win.We pay $2600/monthI’d offer her $3k/month ($600k @5% 30year amortization) plus I handle taxes and insurance.

I am hoping Marco will be the exception. ya me to.. however I suspect he has some complicated situations and it may take more than 30 days to come up with something they can live with.. but if I was him I would be sending out an e mail once a week .. even if it was to say I have not forgotten and we are still here and working on it..

Every step of the way it is complicated, counter intuitive, and time consuming. 

Ensure your investment pipeline justifies the fees, and consult the custodian about rollover options to avoid unnecessary expenses if investments slow.This post does not create a CPA-Client relationship.

In most cases, neither is warranted.Warning: I am not an attorney, and this can be a complicated topic.

The same can be done with C corporations through distribution of different classes of stock, but this is much more complicated.  

Again, it's not at all complicated.

One attorney said it is a must, whereas other said confidently that it is completely unnecessary.