We advise couples and families on real property transfers, loans, and co-ownership. We prepare deeds and related tax forms and applications, help with tax planning for their real property. Specifically, we advise clients on how to title and transfer real property in ways that reduce or avoid not only property taxes, but also transfer taxes, estate and gifts taxes, and capital gains tax.
We have experience drafting and recording secured promissory notes for intra-family loans. We also have experience drafting and negotiating co-ownership agreements for individuals who decide to purchase real property together, helping them avoid conflict and confusion by memorializing the terms of their ownership arrangement.