Resources

Estates and Equestrian

1031 Exchanges and Investments

Buying and Selling rural, agricultural or equestian property is a unique process and requires the knowledge and experience to properly represent both buyers and sellers to avoid future surprises and problems.

Such as the following:

Road easements and maintenance agreements

rural zoning and animal use designators

water rights and wells

septic, tanks, fields and reserve fields

This information takes time and research to gather so nothing is missed. We have developed resources and get things done in an expeditious and cost effective manner.

1031 Exchanges and Investments

We have been active in the exchange business including teaching the course on investment and exchanging at Orange Coast College a number of years ago.

We were privileged to study exchanging under the masters ie Marvin Starr of Miller and Starr who virtually wrote the book.

" Anyone may so arrange his affairs so that his taxes shall be as low as possible. He is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes. "

Judge Lerned Hand

Probate

1031 Exchanges and Investments

Estate Planning - Planning for the future

Please reference our pages on probate it will provide an overview of timelines and basic information that are useful in planning.

We highly recommend that you seek legal counsel that specializes in estates and trusts.

The information we provide on our pages are guidelines that we were provided in obtaining our real estate probate certification. Please consult with an attorney who specializes in estates and probate

Consider a Trust as an important tool in estate planning

Estate Planning - Planning for the future

A living trust, also known as a revocable living trust or a revocable trust, is a legal document that establishes a trust for any assets you wish to transfer into it. The main purpose of a living trust is to oversee the transfer of your assets after your death.

Under the terms of the living trust, you are the grantor of the trust, and the person you designate to distribute the trust's assets after your death is known as the successor trustee.

It is important that you consult with a trust attorney and your CPA

You have questions - we have answers

Estate Planning - Planning for the future

You have questions - we have answers

We post regularly in our blog with excellent articles about real estate. We share our knowledge and insights about the current state of real estate with a local look.

We also share items of interest that affect real estate on a statewide or natiaonl basis. Many of our articles are published in the local San Diego newspapers.

Some of our blog posts may come from association with our many experts in the fields of accounting, legal, development and government resources.

If it affects real estate it affects your lives.

Wide Ranging Experience

Please reach us at PMOSS.BROKER@GMAIL.COM if you cannot find an answer to your question.

What is your expertise in the real estate industry?

Pam Moss Broker has been in the real estate industry for over 45 years and has extensive experience in buying, selling, and managing various properties, including

Residential, Land, Commercial/industrial properties, Apartments. She also was a title officer prior to entering the brokerage business full-time

We recently completed a project that probably would never closed had we not been a consulting broker. Neither the listing broker from a small firm nor the selling broker from a large firm had any knowledge of how to get a commercial ALTA Survey done, definitely did not have the title background that I have to solve the problems for the County designated ALTA survey company. Which entailed knowing how to chain titles for surrounding properties and a number of other aspects

Expert Witness for court proceedings

Due to a number of long term relationships and representations of several attorneys in the property sales and acquisitions I have added another talent. Testifying as an expert witness in Court Cases. Unless you are an active broker with full knowledge of how the industry has evolved and what is currently required (which changes twice yearly) with the infinite form updates and law changes this is an impossibility. Offices have gone from well managed community based businesses to the Mega Offices of thousands of agents with one or two hired managers who do not look at anything until a deal is closed. They have no idea what these mostly untrained agents are doing.