@Joseph HammelSome examples of estate planning I have done with my real estate clients include the use of family limited partnerships to freeze value of estate along with defective grantor trusts; LLCs with preferred interests (similar to debt instrument); sale of membership interests to defective grantor trusts; annual gifting of LLC interests using discounts for lack of marketability and/or lack of control, etc.

Chris Mason, mortgage broker, was instrumental in making this deal come true.

@Tuna Sakallioglu I would recommend David Ribardo. he has been extremely instrumental in growing our business right in lehigh valley .

A HELOC is a short-term instrument and not suitable for a long-term hold. 

You can find the liber/folio on SDAT and the instrument itself on mdlandrec. 

NJ uses a mortgage rather than a deed of trust for the security instrument.

And they'll want to sell the equipment at basis so there's no profit there.I know this seems more tax and accounting than marketing but the allocations you go in with will be instrumental in maximizing operations.

Also used Larry Blake with Southern Utah Title to put together a private money loan for VOF . . . we didn't end up taking the loan out, but he was instrumental in helping us get it under contract.

The LLC entity would hold the executed Promissory Note, Loan Agreement, Mortgage Instrument, and Personal Guaranty with the Borrower.

My ultimate goal is to invest in real estate but I am having trouble gaining initial traction and identifying which steps will be the most instrumental in fulfilling this objective.