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Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
  • Our Firm
  • Areas of Practice
    • Estate Planning
    • Probate & Trust Administration
    • Private Client Services
    • Corporate & Business Administration
    • Real Estate Services
  • Attorneys & Paralegals
    • Robin A. Lloyd, Sr., J.D.
    • Emily Helmick, Esq.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

Trustees and Real Estate Transactions

Trustees and Real Estate Transactions

December 21, 2021 Posted by RLA Real Estate Law, Trust Administration

One power a trustee may have is to buy, sell, lease or convey trust property. As such, trustees are often parties in real estate transactions. Having an attorney represent you in a real estate transaction is always wise. Buying and selling as a trustee, or to or from a trust, will involve additional considerations pertaining to homestead, mortgage and title requirements. You may need a Certification of Trust, Affidavits, Quitclaim Deeds or other documents that require drafting by an experienced attorney licensed in the state where the property is located.

-Emily A. Helmick, Esq.

Tags: Attorneysbeneficiariesestate planningFloridareal estate lawRobin Lloyd & AssociatesTuesday TipsVero BeachWealth Management
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Robin Lloyd & Associates, P.A. is an established firm handling the legal needs of Vero Beach since July of 1990. Robin A. Lloyd, Sr., a Vietnam War veteran, founded the Firm after practicing as a Partner in the Vero Beach office of a 55-laywer firm headquartered in West Palm Beach since 1974. The Firm represents many Clients, including high wealth individuals, and focuses on several different areas of law including, but not limited to: Estate Planning, Probate, Guardianship, Trust Administration, Real Estate, all areas of Taxation, and Business Law.

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