We facilitate and support 1031 Exchanges of investment properties for tax deferral and to maximize investment dollars. In order to start a 1031 exchange, you need to take a few steps.The most important is you need to hire an exchange agent prior to your first closing. 1031 exchange Santa clara county boutique law office that offers estate planning, tax planning, Trusts, Wills, Gift Planning, Equity Sharing Agreements. Learn what it takes to do a 1031 exchange in California and how you can cleverly leverage it to defer capital gains tax and build wealth. Here is some sample text that you may use or adapt for your sale and purchase agreements. When Selling Relinquished Property