Other Private, Professional Fiduciary Services

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

Exeter Fiduciary Services, LLC

Exeter Fiduciary Services, LLC is a private, professional fiduciary services provider, and a leading provider of specialty trust account services designed for the real estate industry, including Title Holding Trusts (Land Trusts), Deferred Sales Trusts™, Qualified Trust Accounts for 1031 exchanges, and Self-Directed IRAs.

Qualified Trust Accounts for 1031 Exchange Funds

Exeter Fiduciary Services, LLC can receive, hold and safeguard your 1031 tax deferred exchange funds as Trustee of a Qualified Trust Account pursuant to Section 1.1031 of the Department of the Treasury Regulations.  The Qualified Trust Account ensures that clients' 1031 tax deferred 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 tax deferred exchange funds will be safe when held by Exeter Fiduciary Services, LLC. 

Title Holding Trusts (Land Trusts)

You can acquire, hold and dispose of real estate and personal property through a Title Holding Trust (Land 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.

Self-Directed IRAs

Exeter Fiduciary Services, LLC serves as a third party administrator in conjunction with a commercial bank that serves as custodian for your self-directed retirement accounts, including Traditional IRAs, Roth IRAs, SEP-IRAs and SIMPLE IRAs, where you can invest your self-directed IRA funds in deeds of trust, mortgages, tax liens, real estate, and much, much more.  Call us to learn how Self-Directed IRAs can help you manage and diversify your retirement account investments. 

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 tax deferred strategy to the 1031 exchange when you are not interested in acquiring replacement property.

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