Start with the property question in front of you.

Share the property, transaction, portfolio, or advisor question in front of you. JPOPE will help identify the best-fit next step for reducing liabilities, improving cash flow, and protecting more of the return.

Start the Intake Schedule a Fit Review

What to include

Step-Up in Basis & Trust Structure Planning question or decision point
Current timing window: Before death, gift, sale, entity restructuring, or trust amendment
Property type, location, basis, entity, or advisor team context
Records already available or still missing
How much embedded gain remains in the real estate under the current ownership and trust structure?
Would the current A/B or bypass-trust design preserve important protections but limit a later basis adjustment?

This intake is pre-routed to Step-Up in Basis & Trust Structure Planning. Share enough context for Jamie to decide whether the first move is a quick fit screen, document checklist, CPA handoff, or deeper planning review.

Contextual service intake

Step-Up in Basis & Trust Structure Planning inquiry

You are in the Step-Up in Basis & Trust Structure Planning lane. Share the facts that control timing, records, and advisor handoff.

Routed from Step-Up in Basis & Trust Structure PlanningPortfolio Planning

Planning window: Before death, gift, sale, entity restructuring, or trust amendment
Likely output: Basis exposure map and trust-structure coordination brief

Name

Phone (optional)

I am reaching out as

Current decision point

Advisor team status

Property or portfolio location

What should Jamie know about this portfolio planning question?

Include dates, records, entities, CPA/advisor context, and what decision needs to be made next.

A focused note helps the first reply start with timing, records, and the right advisor handoff.