Closing escrow using a Deferred Sales Trust with Susan Trujilo
Capital Gains Tax Solutions Podcast · Brett Swarts
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Show Notes
Susan Trujilo is a senior escrow officer at Orange Coast Title in Northern California.
She started her career in the late 90s. She has exclusive training in escrow specifically in Northern California. The escrow officer is the liaison between the title department or title officers to help streamline transactions. She truly enjoys her career because she gets to meet different clients, buyers and sellers, and realtors that helped her get educated. She also enjoys her profession because of the variety of transactions she gets. So with that growth, she believed that brought her to what her career is now.
In our conversation, we discussed:
- Direct deeding
- Difference between the deferred sales trust versus the 1031 exchange in terms of paperwork or technicalities
- Title insurance vesting - what they will need to double-check
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