2min chapter

The Fort - An Entrepreneurship Podcast cover image

#292 - Ryan Heath - Founding Attorney @ Baker Heath, PLLC - Estate Planning 101

The Fort - An Entrepreneurship Podcast

CHAPTER

How to Transfer Real Estate to a Trust Without Mortgage Holders Calling Alone

Your primary residence is exempt under a federal law. When you get to secondary residences or commercial real estate, things like that would trigger the dual on sale clause. If you're trying to avoid probate, there's actually an alternative to transferring it to the trust during your life.

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