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Real Estate &
Trust Planning Law

Purchases, sales, leases, and ownership structures for residential and commercial property, with trust planning to hold it and pass it on.

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OVERVIEW

Ownership decisions that last beyond the closing.

Aerial view of a rooftop pool deck with palm trees between high-rise residential towers

A property transaction involves more than a contract and a closing date. How property is titled, financed, and held directly impacts your taxes, liability, and what happens to the asset years down the road.

We manage the transaction itself and help you structure your ownership, whether that means setting up an LLC for a rental property or establishing a revocable living trust to keep a family home out of probate.

Problems with a property often surface late. Title defects left over from an earlier owner, or an estate that was never probated, can stall a sale or refinance that is already underway. State rules add another layer, such as homestead protections that limit who may inherit a primary residence. We review these issues early, while there is still time to fix them. For owners who live out of state or abroad, we coordinate the purchase and the ownership structure from start to finish.

BY THE NUMBERS
24%Share of American adults with a will in 2025, down from 33% in 2022.Source: Caring.com
12 mo.Time a Florida probate estate has to file its final accounting and seek discharge after letters issue.Source: Florida Probate Rule 5.400(c)
$49.8TValue of owner-occupied real estate held by U.S. households in mid-2026.Source: FRB
36%Real estate transactions that need extensive, nonroutine title clearance work before closing.Source: American Land Title Association
CLIENTS

Who we work with

Individuals, families, and businesses, from a first home purchase to a portfolio of commercial or residential properties.

Homebuyers & SellersIndividuals navigating the purchase or sale of a primary residence.
Property InvestorsBuyers acquiring, structuring, and managing portfolios of residential or commercial real estate.
Landlords & OperatorsProperty owners and managers of residential and commercial leasing portfolios.
Commercial TenantsBusinesses negotiating, structuring, and reviewing commercial leases.
Families & EstatesIndividuals planning the smooth, tax-efficient transfer of property and family homes to the next generation.
Out-of-State BuyersOut-of-state and international purchasers acquiring and holding domestic real estate.
CAPABILITIES

What we handle

Real estate transactions

Buying, selling, leasing, and financing property.

Ownership and trust planning

How property is held now and passed on later.

I
Residential closingsContract review, title and survey questions, and closing documents for condominiums and single-family homes.
I
Ownership structureLLCs and other entities for investment and rental property, and agreements between co-owners.
II
Commercial acquisitionsDue diligence, purchase agreements, and zoning and use review for office, retail, and mixed-use property.
II
Living trustsTrusts that hold real estate and other assets and can pass them to beneficiaries without probate.
III
LeasingCommercial and residential leases for landlords and tenants, including renewals, amendments, and assignments.
III
Title transfersDeeds moving property into and out of trusts and entities, prepared so title stays clean.
IV
Association mattersReview of declarations, bylaws, and association rules before a purchase and addressing questions that arise after closing.
IV
Homestead planningHomestead protections and transfer restrictions that affect how a Florida residence can be held and passed on.
V
FinancingReview of loan documents, private lending arrangements, and seller financing.
V
Estate documentsSupporting documents that work alongside a trust, including wills and powers of attorney, covering property held outside it.
VI
Pre-constructionReview of developer contracts and deposit terms for units bought before construction is finished.
VI
Out-of-state ownersOwnership planning for buyers who live elsewhere, including the tax withholding rules that apply when a foreign owner sells.
INSIGHTS

Recent real estate and trust planning insights

View all insights
REAL ESTATE & TRUST PLANNING

What Marketable Title Means in Florida and Why Your Closing Depends on It

6 min. read Read more
REAL ESTATE & TRUST PLANNING

Summary Versus Formal Administration: Choosing the Right Florida Probate Path for Real Property

5 min. read Read more
REAL ESTATE & TRUST PLANNING

Buying an Heir’s Interest: What a Fractional Ownership Purchase Actually Buys You

6 min. read Read more
NEXT STEP

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754-227-9338
info@praetorianlegalservices.com

2875 NE 191st Street, Suite 500
Aventura, FL 33180

42 Broadway, 12th Floor
New York, NY 10004

835 Wilshire Boulevard, Suite 500
Los Angeles, CA 90017

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