Sophisticated Property Strategies and Trust Funding Services Exclusively for Estate Planning Clients

Real estate often represents the cornerstone of Arizona wealth. Yet too many estate plans fail because properties never make it into the trust. We provide comprehensive real estate coordination services as an integral part of our estate planning practice—ensuring your property strategies align with your broader wealth transfer goals.

Trust Funding Support

The best estate plan means nothing if your assets aren't properly titled. For our estate planning clients, we handle the critical details of transferring Arizona real estate into your revocable or irrevocable trusts:

• Deed Preparation & Recording — Precise documentation to transfer properties while preserving homestead exemptions and tax benefits

• Title Review & Coordination — Ensuring clean transfers that don't trigger unintended consequences

• Multi-Property Portfolios — Systematic funding of investment properties, vacation homes, and commercial holdings

• Entity Transfers — Coordinating property transfers involving LLCs, family limited partnerships, and other structures

Intrafamily Lending & Sales Documentation

Sophisticated estate planning often requires strategic property transfers between family members. We prepare the comprehensive documentation needed for these complex transactions:

• Installment Sales to IDGTs — Promissory notes and deeds of trust for intentionally defective grantor trust strategies

• Family Lending Structures — Below-market loans that comply with applicable federal rates while achieving estate planning objectives

• Valuation Discount Documentation — Supporting legitimate discounts for family limited partnership and LLC transfers

• Seller Financing Arrangements — Structuring intrafamily sales that balance income tax and estate tax considerations

Advanced Property-Based Estate Planning

For high net worth and ultra high net worth families, we implement sophisticated property strategies that maximize tax efficiency:

• Qualified Personal Residence Trusts (QPRTs) — Leveraging residence transfers to minimize estate tax while retaining occupancy rights

• Charitable Remainder Trusts with Real Estate — Converting appreciated property into income streams while achieving charitable goals

• Conservation Easements — Preserving family land while securing significant tax benefits

• Dynasty Trust Property Strategies — Structuring multi-generational real estate holdings for maximum tax efficiency

What We Don't Do

We focus exclusively on estate planning-related property services. We do not handle:

• General real estate transactions or closings

• Real estate litigation or disputes

• Commercial leasing or property management

• Real estate development or zoning matters

• Title insurance claims outside of trust funding contexts

For these services, we maintain relationships with specialized real estate attorneys and can provide appropriate referrals.

Integration with Your Estate Plan

Every property strategy we implement is designed to work seamlessly with your broader estate planning objectives. With Mr. Ganser’s LLM in Taxation and deep experience in transfer tax planning, we ensure that your real estate coordination achieves maximum tax efficiency while maintaining flexibility for your family's changing needs.

Let's Protect Your Property Legacy

Whether you need to fund an existing trust, implement sophisticated intrafamily transactions, or explore advanced property-based planning strategies, we're here to help. Contact us at (480) 930-5859 to discuss how proper real estate coordination can strengthen your estate plan.