SERVICES

 
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LOGISTICAL SUPPORT

Trustee Services Limited unburdens non-profits from requiring additional staff, training and travel to manage multi-state real property donations.

  • Entitlements & Zoning

  • Verify Property Condition

  • Title Binder & Abstract

  • Coordinate Property Transfer

  • Subterranean Mineral Rights

  • Invoicing, Accounting, Digital File Sharing

  • Utility Transfer & Management

  • Statutory File Compliance

  • Communication & Logistics

  • Project Management

  • Assess Contractor Estimates

  • Lease Representation

 
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PERSONAL PROPERTY MANAGEMENT

Trustee Services Limited provides certified inventory of personal property and third-party valuation. TSL converts inventory to cash for charitable organizations. Under a dual custodianship and fidelity bond, we inventory personal property such as precious metals, jewelry, art, firearms, furniture and execute distribution and safe harbor in accordance to the trust, will or probate.

  • Estate sales

  • Authentication

  • Auctions

  • Value Opinions

  • Appraisals

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SPECIALIZED CONSULTING

Trustee Services Limited Provides thorough preliminary donation evaluations to ensure that our charitable clients avert acquisitions that are liabilities in which operating costs exceed fair market value

  • Initial Value Opinion

  • Verify Tax Assessments

  • Research Entitlements & Zoning

  • Potential Value Anlysis

  • Estimate Repairs or Rehab Costs

  • Determine Highest and Best Use

  • Identify Property Characteristics

 

 

 
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REAL PROPERTY MANAGEMENT

Trustee Service Limited provides full service real property management through out the United States and is proficient in varying statutory compliance requirements pertaining to leasing, preparing disclosures, ownership transfer, management, marketing and sales.

  • Full Service Property Management

  • Trust Accounting

  • Lease Representation

  • Construction Management

  • Utilities & Maintenance

  • Field Services & Property Preservation

 
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RISK MANAGEMENT

Non- Cash Gifts require State & Federal compliance & regulation when being transferred into a CRT vehicle. Sometime 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 any non-profit. 

  • 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

 
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QUALITY CONTROL

Trustee services limited prepares and certifies grant deeds to ensure accurate title-vesting and coordinates arm’s length IRS Qualified Appraisals. 

  • Title Abstracts

  • Deed Preparation

  • CRT Vesting

  • IRS Requirements

  • Inventory & Accountability

  • Accounting & Financial Statements

  • Statutory Compliance Requirements