SECOND Wednesday October 14th NorCalREIA presents Jack Shea

Jack is a nationally recognized speaker & educator focused on Land Trusts, Options and 1031 exchanges. Jack has written a book on Options and taught seminars nationwide on Trusts, Options, Exchanges, IRAs and note investing. At this meeting Jack will cover:

                          “Trust a Power Tool for NorCalReia Investors”

 

  • Land Trusts
  • Land Trusts: History, uses, Benefits
  • California rulings and background.
  • A  New Operating System For Investments
  • Buying, Selling, Partnering, Managing and Financing in private.
  • Unique Strategies only available with trusts

 

  • Personal Property Trusts
  • For Notes, Receivables, Options
  • Automobiles, Boats, Airplanes
  • Guns, Gold, Stocks, Bonds
  • As a Manager of an LLC

 

  • IRA Checkbook Trust
  • A Hybrid Trust for Real Estate and Personal Property
  • Wraparound Mortgages, Accounts Receivable, etc.
  • All real estate, note, and flip proceeds go into your bank
  • No Cost or Delay of going through the custodian

 

  • Summary of Trusts, Benefits, and Uses

 

  • Trusts for holding real property. They are allowed in all 50 states. The land trust originated in Illinois in the 1890s. There are over 120 years of legal decisions covering all aspects of use and administration.  There are dozens of benefits, the greatest being the privacy of ownership. Avoiding probate, judgments, partition are among its features. They provide the best platform for purchasing, managing, partnering, financing and estate planning.

 

  • Trust for holding IRA funds. This irrevocable real estate investment trust is purchased by an IRA owner and this person directs the investment activities into real estate, notes, personal property and any other permitted investment. Thousands of IRA owners are using this Checkbook Control Trust to turbo-charge their retirement accounts.

 

Jack Shea is a licensed Realtor. He has concentrated on buying and selling single-family homes and notes.  Jack operates a 1031 exchange business as well as conducts classes on the details of tax-free sales and purchases. He also has written a book on Options and taught seminars nationwide on Trusts, Options, Exchanges, IRAs and note investing. He has developed several unique strategies using trusts, options, exchanges and a hybrid IRA Checkbook Control Trust that can hold real estate, notes and other personal property.