
Tax Deferral and Tax Exclusion Specialist
Greater San Diego Area

Tax Deferral and Tax Exclusion Specialist
Greater San Diego Area
William L. Exeter is the President and Chief Executive Officer for Exeter 1031 Exchange Services, LLC and Exeter Fiduciary Services, LLC and their affiliate companies.
Mr. Exeter has been in the financial services industry since 1980 and entered the 1031 exchange and fiduciary services industries in 1986. He has written and lectured extensively on various tax deferred and tax exclusion strategies, including 1031 Exchanges, 1033 Exchanges, 1034 Exchanges, 721 Exchanges and 121 Exclusions, as well as Tenant-In-Common (TIC) Properties as like-kind replacement property solutions, Title Holding Trusts (Land Trusts), and Deferred Sales Trusts.
In addition, Mr. Exeter is the owner and host of The Exeter Group Real Estate Talk Radio Show™, is a frequent guest expert on "The Financial Advisors — Money Talk Radio Show” on San Diego News Radio AM 600 KOGO and on the "Inside Business Radio Show" on Business Talk Radio AM 1000 KCEO San Diego.
Exeter 1031 Exchange Services, LLC is a national institutional Qualified Intermediary that administers all types of 1031 Exchanges in all 50 states.
Exeter Fiduciary Services, LLC is a private, professional fiduciary services provider administering Title Holding Trusts (Land Trusts) for California and Florida, Deferred Sales Trusts, and family living trusts.
Exeter has offices in San Diego (HQ), Irvine, Ontario, Bakersfield, Fresno, San Francisco, California, as well as Kona, Hawaii, Springfield, New Jersey, and East Northpark, New York.
You can reach our national corporate headquarters office at (619) 615-4210, toll free at (866) 393-8370, or ask any 1031 Exchange related question via email at ask@exeterco.com.
You can contact the branch office nearest you by calling (866) 393-8377.
Our 1031 Exchange services include forward, reverse and improvement 1031 Exchanges for real estate and personal property. We administer all types of 1031 Exchanges in all 50 states and consult on 1033 Exchanges and 721 Exchanges.
Our private fiduciary services include the administration of Title Holding Trusts (Land Trusts), Deferred Sales Trusts, and regular living trusts throughout California.
Our clients include individual, corporate and institutional investors/taxpayers.
(Privately Held; Real Estate industry)
November 2005 — Present (4 years 2 months)
Exeter 1031 Exchange Services, LLC is a national Qualified Intermediary that administers tax-deferred exchange transactions pursuant to Section 1031 of the Internal Revenue Code.
Exeter Fiduciary Services, LLC is a private fiduciary services company serving as Trustee for Title Holding Trusts and other types of trusts as well as serving as Custodian for various custodial accounts and relationships.
(Privately Held; Real Estate industry)
October 2005 — Present (4 years 3 months)
Exeter Fiduciary Services, LLC, a private fiduciary services company, is a leading provider of specialty fiduciary, trust and custodial services designed for the real estate industry, including serving as Trustee of Title Holding Trusts, Deferred Sales Trusts™ and Qualified Trust Accounts for 1031 exchange transactions.
(Privately Held; 11-50 employees; Real Estate industry)
May 2002 — February 2006 (3 years 10 months)
Diversified Exchange Corporation is a national qualified intermediary for 1031 exchange transactions.
(Privately Held; 11-50 employees; Real Estate industry)
August 1989 — January 2002 (12 years 6 months)
Chicago Deferred Exchange Corporation is a national qualified intermediary for 1031 exchange transactions.
(Privately Held; 11-50 employees; Financial Services industry)
August 1989 — January 2002 (12 years 6 months)
The Chicago Trust Company of California was an independent trust company licensed by the California Department of Financial Institutions to conduct a trust and investment management business, including tax-deferred like-kind exchange services.
(Real Estate industry)
1986 — 1988 (2 years )
(Commercial Real Estate industry)
1981 — 1986 (5 years )
Bachelors of Science , Accounting , 1985 — 1989
1980 — 1984
1978 — 1980
Interested in helping clients with their tax deferred and tax exclusion transactions, including 1031 Exchanges, Reverse 1031 Exchanges, Build-to-Suit 1031 Exchanges, Deferred Sales Trusts, as well as Title Holding Trusts, Land Trusts, Self-Directed IRAs, and other Trust Administration needs.
Founding Member of the Federation of Exchange Accommodators, Member of the Tenant-In-Common Association (TICA), Member of the California Escrow Association and its chapter San Diego County Escrow Association, involved with Nor-Cal Escrow Association, San Diego CCIM, San Diego CREW.