Trust Funding for Real Estate Investors

Funding Your Trust With LLC Interests

Setting up a trust and setting up an LLC are two separate steps. Connecting them is a third step most investors miss.

An Unfunded Trust Does Not Avoid Probate

Georgia real estate investors commonly own LLCs that hold rental properties and trusts that are supposed to hold everything. But if you never transferred your LLC membership interests into your trust, the trust does not own your properties — your probate estate does.

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How It Works

1

A 15-Minute Call With Shawn

Tell us what is going on with your family. Shawn walks you through your options and what each one costs. Free.

2

Melissa Designs Your Plan

She builds your estate plan from scratch based on your specific assets and family. You get an exact quote before you commit to anything.

3

Review Every Document With Melissa

Before you sign, Melissa walks through every document with you in plain language. No legal jargon. No confusion about what you are signing.

4

Your Plan Is Complete

Melissa delivers your completed documents and explains exactly what your family needs to do. You leave knowing your plan is in place and your family is protected.

Melissa Breyer

Melissa Breyer

Georgia Estate Planning Attorney

Melissa Breyer is a Georgia estate planning attorney who works exclusively on trust-based estate planning and LLC formation. She personally designs every plan at The Hive Law and handles every client consultation herself. Every plan is built from scratch for your specific family, your specific assets, and your specific wishes.

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Frequently Asked Questions

You assign your membership interests in the LLC to your trust as a new member. This requires an assignment of membership interests document, an update to the LLC’s operating agreement, and potentially new membership certificates. We handle all of this as part of the trust funding process.

No. The LLC’s liability protection comes from the LLC structure itself, not from who owns the membership interests. Transferring interests to a revocable trust does not change the LLC’s legal status or its liability shield.

Yes. Georgia law allows trusts to hold LLC membership interests. The trust’s trustee acts as the member and manager on behalf of the trust. The operating agreement needs to reflect this structure.

You will need an assignment of membership interests signed by you as the current member, an amendment to the operating agreement naming the trust as member, and updated membership certificates if your LLC uses them. We prepare all of these documents.

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A conversation with Shawn. You'll walk away knowing what your family needs and what it costs. That's it.

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