Fiduciary, Trust and Custodial Services

Click here to view our upcoming Deferred Sales Trust™ and Title Holding Trust seminars. 

Exeter Fiduciary Services, LLC

Exeter Fiduciary Services, LLC, a private fiduciary services company, is a leading provider of specialty fiduciary, trust and custodial account services designed for the real estate industry, including serving as Trustee of Title Holding Trusts, Deferred Sales Trusts™ and Qualified Trust Accounts for 1031 exchange transactions. The following is a brief summary and overview of the specialty fiduciary, trust and custodial account services offered by Exeter Fiduciary Services, LLC.

Qualified Trust Accounts for 1031 Exchange Funds

Exeter Fiduciary Services, LLC can hold and safeguard your 1031 exchange funds as Trustee of a Qualified Trust Account.  The Qualified Trust Account ensures that clients' 1031 exchange funds would not be classified or recharacterized as "corporate funds" should the Qualified Intermediary file for bankruptcy protection.  Qualified Intermediaries never plan to file for bankruptcy, but when they do you can rest assured that your 1031 exchange funds will not be part of the bankruptcy estate. 

Title Holding Trusts

You can acquire, hold and dispose of real estate and personal property through a Title Holding Trust administered by Exeter Fiduciary Services, LLC.  Learn more about the Title Holding Trust and the many benefits that it has to offer real estate investors and owners, including and especially the ability to buy, own and sell real estate in a confidential and private manner. 

Custodial Accounts

Exeter Fiduciary Services, LLC can hold and safeguard your cash, marketable securities and/or other assets as Custodian of an individual custody account established to meet your individual financial needs.  Custodial accounts can be used to hold cash, marketable securities and/or other assets for a variety of reasons, including income collection, improved and consolidated recordkeeping and accounting, earmarked funds for a special purpose such as settlements, dispute resolutions, and dissolutions.

Deferred Sales Trusts

Real estate or personal property can be sold and the corresponding capital gain taxes can be deferred over a predetermined time period with the Deferred Sales Trust™ or DST.  Learn more about the benefits of deferring your capital gain taxes with the Deferred Sales Trust.  It can be a potential alternative to the 1031 exchange when you are not interested in acquiring replacement property. 

Irrevocable Life Insurance Trusts

An Irrevocable Life Insurance Trust or "ILIT" is used to hold a person's life insurance policy outside of their estate in order to avoid estate (or inheritance) taxes.  The life insurance policy is not part of the person's assets or estate because it is held in the Irrevocable Life Insurance Trust and is therefore not subject to estate tax.  Life insurance death benefits are not subject to estate tax.

back to top