Epic 1031 Exchange, LLC. The Way A 1031 Exchange Service Should Be

Are you a Real Estate Professional (Attorney, Commercial Broker, Independent Title Agent or Accountant) who does 1031 Exchanges? If the answer is “yes,” then you need to discover a better way to do them. A paradigm is a perception of how we see things. Epic 1031 Exchange represents a “paradigm shift” from what an Exchange Service has been – to what the Service ought to be - by recognizing and rewarding your important role in the transaction with a $500 referral fee - and combining it with the best tax interests of your valuable Clients.


Unless you’re doing a significant number of Exchanges each year, it doesn’t make sense for you to try to become an expert. It’s a poor use of your valuable time. You need a relationship with savvy, experienced practitioners who can “cut to the chase” and provide you with answers and strategy in plain English. Textbook knowledge of the rules and regulations is not a substitute for decades of practical, real-world Exchange knowledge and experience.


Read the sections of this Website and learn more of the details of what makes Epic 1031 Exchange different and special and how a relationship with Epic 1031 Exchange will help you do more 1031 Exchanges and become the “go to” Exchange resource in your marketplace.


Every sale that is not the Seller’s Personal Residence is a potential 1031 Exchange

Meet the Team

Amy Bates Clayton, Esq.

Amy has over three decades of legal experience and a career spanning both the private and public sectors. As a sole practitioner in Wisconsin and Illinois, Amy established herself as a trusted legal advisor, specializing in real estate law and in some years facilitated over 200 real estate transactions.


During her tenure as an Assistant State's Attorney, Amy demonstrated her skills in high-stress environments by prosecuting felonies, misdemeanors and civil cases while managing the Child Support Enforcement Call. She spearheaded initiatives to ensure the welfare of single parents and their children. Her notable achievements at the McHenry County State's Attorney's Office include pioneering the use of an obscure State Statute to benefit a single mother and collaborating across jurisdictions to secure convictions.


Additionally, her role as a Mortgage Loan Originator underscores her dedication to advocating for clients and securing optimal solutions in the residential lending marketplace.


Amy graduated from the University of Wisconsin, Madison and from the John Marshall Law School in Chicago.

  • Certificate of Mediation - Northwestern University - Chicago
  • Member of the State Bar of Wisconsin
  • Member of the Illinois State Bar Association

John Galley, Esq.

For decades, John Galley was a licensed Real Estate Attorney in Illinois and Wisconsin. He is a cum laude graduate of Dartmouth and received his law degree from IIT/Chicago-Kent College of Law.


A Starker Exchange legal writing assignment in law school marked the beginning of his interest in 1031 Exchanges. And this eventually led to the formation of his 1031 Exchange Qualified Intermediary Company.


As his 1031 Exchange reputation grew. John became a frequent and popular speaker to local, state and national groups about 1031 Exchanges.


Specific Exchange Credentials

  • Has acted as a Qualified Intermediary for decades doing thousands of 1031 Exchanges.
  • Schooled by the two lawyers who wrote the 1991 Exchange regulations for the IRS and Treasury Department.
  • Charter Member of the Midwest Chapter of the national Federation of Exchange Accommodators (FEA).
  • Faculty for State Bar CLE presentations.
  • Exchange Presentations on behalf of eight State Bar Associations.
  • Featured Exchange Presentations at several American Land Title Association (ALTA) annual conventions.
  • Consultant and Expert Witness for 1031 Exchange lawsuits.
  • Published Exchange Articles in Title News (the official publication of ALTA), the Illinois Real Estate Journal, the Maine Lawyers Review, the Maine Business Monthly, and a published interview in Lawyers Weekly USA.

Testimonials

Following his presentations in both Madison and Milwaukee, many practitioners came forward to tell me that John gave the best presentation they had ever heard on the topic. As one written evaluation stated, “Mr. Galley capably translated a complex area of the law so it was timely, relevant, understandable and useful for those of us who do transactions. The written materials will be a very valuable resource back at the office. He should be invited back every year!” I couldn’t agree more.

Steve Rindo, CLE Seminar Program Planner, Wisconsin State Bar
Jan 17, 2024

I first met John through a mutual attorney friend. As I learned of his Exchange capabilities, I was more than impressed. Being one of the Charter Members of the Legal Division at the American Land Title Association (ALTA), I knew John could be a great resource for all the Association Members. The relationship blossomed by way of several ALTA Convention presentations. I’m proud to have been the catalyst for this relationship.

Ray Stilwell, Esq. Alton, IL
Jan 17, 2024

Many of my Exchanges are multi-million dollar transactions, so client money safety is very important to me. John’s excellent Exchange Trustee Bank allows me to sleep very well at night.

Josh Meyer, Esq. Yuma, AZ
Jan 17, 2024

Administrative Details

Administrative Details and Trustee Bank Overview

An Exchange has two major events. The first is the Closing for the Exchanger’s sale of what is called “the relinquished property” – to be followed in time (no more than 180 days) by the Closing of the Exchanger’s purchase of the “replacement propert.” A significant set of paperwork is necessary for the first Closing – and a smaller set for the second Closing. And in between these two events, the sales proceeds are held “in trust” for the Exchanger with an Exchange Trustee Bank.


When you have an Exchange assignment from a Client, you will need to fill-out an Exchange Information Sheet for the first Closing (which we will provide) and return it to Epic 1031 Exchange, LLC. (A similar procedure will be necessary for the second Closing.)


ALL of the necessary paperwork will then be custom-drafted by the Epic 1031 Exchange team and distributed to all necessary parties for each transaction. A cover letter will describe exactly how to process the paperwork for each Closing – and the funds from the first Closing.


Your Exchanger will have a separate, sub-account within the Epic 1031 Exchange Master Exchange account at the Trustee Bank. Individual Exchanger Funds are never co-mingled with any others.


To maximize Money Safety, we use a “Dual Signature” procedure for the transfer of any monies out of the Exchanger’s sub-account. One signature is on behalf of Epic 1031 Exchange (thus eliminating any issue of “constructive receipt” for your Client). And the other signature is someone designated to sign on behalf of the Client. The identity and confirmed signature of this person is provided to the Trustee Bank and is unknown to Epic 1031 Exchange. We will provide you with the form and instructions on how to do this. No monies can be transferred anywhere without this procedure having been initiated and completed. So bottom-line; you and your Client must know and approve of ANY transfers of money.

Seize The Opportunity

An Offer You Shouldn’t Refuse

If you keep doing what you’re doing – you’ll keep getting what you’re getting. And when it comes to being recognized and rewarded for the important role you play in a 1031 Exchange for your Clients, right now that is basically nothing.


Now you have a better option when you affiliate with Epic 1031 Exchange, LLC. You can receive a significant $500 Referral Fee and “real-world Exchange coaching and mentoring” from experienced practitioners with decades of Exchange experience doing both Exchanges and their underlying sales and purchases.


When it comes to choosing a 1031 Exchange service provider for your Clients, you have choices. So why not effectively chose yourself IF you have a relationship with Epic 1031 Exchange? Both you and your Clients will benefit.

A BONUS For Responding Now

You could just wait to contact us until you encounter your next Starker Exchange opportunity. But we would like to speak with you now – answer any questions you might have about our Service – and tell you more about what we will be doing for you and your Clients.


To encourage that response and dialogue, we are offering you a special BONUS Report on what can be the single most important thing you can do for your business marketing. It is something only one in a hundred Professionals are likely to know about and implement. But it can be transformational.

Let’s Talk Turkey

If all of this sounds good to you (and it should), then we need to talk “one-on-one” to discuss details – and answer any questions you may have. Be the “early bird” who gets a head-start on becoming the “go to” resource in your marketplace for helping people most effectively do a 1031 Exchange. Start making your business more profitable with your very next Starker Exchange.

What should you do next?

Simply email [email protected] with the subject headline, Epic 1031 Exchange – include some suggested times we can talk – and a best phone number to reach you. We will get right back to you in a timely manner.

THINK ABOUT IT

Five Sound Reasons To Affiliate With Epic 1031 Exchange

1. You will have a piece of a profitable niche in the Real Estate World.

2. You receive experienced, real-world 1031 mentoring.

3. You receive a practical 1031 Exchange Manual written in plain English – not Legalspeak.

4. Your Clients will have a fool-proof Client Exchange Account.

5. You will be in the 1031 business for yourself, but not by yourself.


So email Amy at [email protected] to take the next step to a better 1031 Exchange experience for you and your Clients.

Let's Connect

If you have a potential 1031 Exchange ready to move forward – or you simply want to discuss 1031 Exchange details and nuances, we encourage you to be in touch with us.


If you have a “last minute Exchange,” be assured we can help you with all the details and preserve your path to tax deferral.


Email us at Epic1031Exchange.com. We look forward to speaking with you and helping you with your 1031 Exchange needs.