1031 Exchange Services
Our Services & Approach
Our services are designed to provide clients with a high level of speed, flexibility, ease and expertise. Brookline Bancorp 1031 Exchange Services will:
- Provide initial and ongoing consultation on exchange strategies, options and solutions.
- Prepare all 1031 exchange documents including the Exchange Agreement, Assignment of Rights, and Notice of Assignments.
- Open a segregated escrow account for every exchange with a 100% guaranty of funds through a combination of FDIC and DIF coverage.
- Work closely with your tax and legal advisors to efficiently and effectively complete your exchange.
- Provide a CD of all executed exchange documents and files.
IRS CIRCULAR 230 DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication is not indented or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.