SERVICES

 
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RISK MANAGEMENT

Non- Cash Gifts have State and Federal regulations that require compliance when an asset is transferred into a CRT. Sometimes non-cash gifts contain regulations that encumber the title or restrict the use and access for the owner or user. Trustee Services Limited provides risk reduction assessments prior to the donation, as this is essential for the non-profit to evaluate the asset. 

  • Site Selection Review
  • Marketable Title
  • Environmental Issues
  • Private Restrictions
  • Federal Regulations
  • Preliminary assessment of market value and suitability for intended use
  • Environmental review
  • Comprehensive physical and legal due diligence
  • Negotiation of purchase agreements
  • Funding or financing alternatives analyses.