Finally, with the use of Trusts while establishing these structures you can add a level of anonymity by removing your name from public record.When I work with my clients to discuss asset protection I navigate with them through: the size of their portfolio, their level of exposure and their future goals.

It's not because the bank is full of cruel people; it's because they couldn't run a successful business if they acquiesced to every "tragedy" in the life of clients.

But, I can tell you that I consistently have clients and potential clients come to me with unfortunate situations involving lease agreements (sometimes found on the Internet) that are simply not California compliant or unenforceable.

one mistake that i can see instantly is that in your example B, you will not be able to put just 3.5% down if you are living in one of the units. 

I have had clients in the Berwyn and Forest Park neighborhoods run into this trying to use the 3.5% FHA loan because the current rents were well below market rents.

Does anyone give clients a gift or something nice to make their moving day easier/better?   

So far most of the comments in this thread have been about Fund & Grow's performance in gaining personal credit for their clients. 

I can send you testimonials or reach by phone of clients I work with. 

> Land Trust > propertyI have used this with clients for years now.

@Alan Feldman That is what I initially assumed also but upon digging further he said he won't provide them because he doesn't want to reveal client information.