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INSIDE What’s
2. 1. Fitting Health Into a Life That Never Slows Down Small Steps, Big Health Benefits What Is a Bridge Trust ® and How Does It Protect Assets Legally?
3.
New Federal Reporting Requirements for LLC and Trust-Owned Real Estate
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You must disclose individuals who own 25% or more of the entity or exercise substantial control.
Dahl Law Group’s Strategic Planning Counsel for Business Owners™ integrates estate, business, tax, and asset protection planning into one coordinated strategy.
This includes providing identifying details such as:
If real estate is part of your plan, now is the time to review it before your next transfer triggers federal reporting requirements.
• Full legal name • Address • SSN or ITIN
This core component of FinCEN reporting will provide visibility into who ultimately owns and controls entity-owned residential property. FILING RESPONSIBILITY In most cases, you do not personally file the report. The responsibility usually falls on the closing professional, such as: • Title companies • Escrow agents • Settlement agents • Business, real estate, and estate planning attorneys STRATEGIC LEGAL GUIDANCE If you are restructuring or transferring residential real estate, every move now needs to be evaluated before closing under the new reporting rules.
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