BiggerPockets

We are exploring the options of buying all our properties through a Title Holding Trust, or individual THT for each property. Curious if anyone has a complete checklist, doc templates, etc. for us to review. We will eventually most likely use an attorney to set this up, but would like templates to review for our own knowledge and possibly save us costs from drafting them from scratch. We are looking for the following:

- simple land trust

- beneficiary agreement

- assignment of beneficial interest

- occupancy agreement

- any relevant addendums/riders specific and unique to the particular transaction of "Lease Options" from the Trust to a potential end buyer.

- Recommendation on non interested third parties that act as Trustees. Would prefer them to be a corporate structure. We also do NOT want any recommendations to anyone YOU haven't used before.

Any tips, tricks, links, directions would be good. Would love to network with those currently utilizing these strategies for their Lease Option purchases.

We've heard the following people have great documentation, and knowledge. Anyone used the following and/or care to share the docs you have?

- Randy Hughes (http://www.realestateforprofit.com/landtrusts.aspx)

- Dawn Rickabaugh (http://notequeen.com/cost-of-the-title-holding-land-trust-transfer-system/)

Thanks guys for your help!

It's crazy to me how many people have viewed this post, and no one can answer this? Beyond BP? I think so....Sad!

@Matt Yates - I think that those people who may be in the know and perhaps missed the post due to the holidays might have been turned off by the third and last post you made . . .

Perhaps you can simplify your questions for everyone?

Seems like you want people to give you everything they have on the topic. Why not start smaller and instead of asking for the whole shebang, ask for smaller pieces at a time....

And please keep in mind -- POSTING IN ALL CAPS is not only shouting, which I'm guessing you know, but it is also considered very rude. Please refrain from doing so here. Thanks!

Quick note -- using the site's search can yield wonderful results. You mentioned some people in your first post. I know that Randy Hughes is here on the site . . . perhaps you can connect with him directly via colleague request.

Good luck.

Joshua I do understand and never put two and two together on the holidays. You are right I could have cut this down a bit, but figured the person I would want to be speak with would have the whole shebang anyways.

Will, thanks my friend and appreciate you sharing. I am looking for those templates and planned on running everything by our attorneys, but its always good to see what other experienced investors are doing.

Will have you ever work with Bill Exeter with Exeter1031? He offers these Trustee services and will create the Title Holding Trust agreements as part of his services.

Just shot you that email. Looking forward to hearing your thoughts.

Regards,

Matt Y

@Joshua Dorkin I have already contacted them, and spoken to Bill. Was just curious if @Will Barnard had any experience with him personally. Friendly checking up ;)

Hi Matt,

I just noticed this post thanks to Joshua post. I would be happy to answer any Title Holding Trust (Land Trust) questions, but can't provide sample documents.

Great to see people connecting on this thread. Way to bring them together josh!