Marin County 1031  Exchange Corporation
A Qualified Intermediary Providing Real Estate Exchange Services and Expertise Since 1984

Our Privacy Policy

Marin County Exchange Corporation has the following privacy policy. The Company will not disclose any nonpublic personal information about a current or former client unless approved by that client in advance either orally or in writing, with the following exceptions:

  • documents containing clients’ taxpayer identification numbers are provided to title companies/escrow companies/attorneys handling transactions for the clients, and
  • the taxpayer identification numbers are provided to the Internal Revenue Service on Form 1099-INT for any interest earned on intermediary accounts. The bank account balance in an intermediary account is provided to a lender upon a request signed by the client for whom the funds are held. Access to clients' information is granted only to employees designated by David Hellman. Marin County Exchange Corporation maintains physical, procedural and electronic safeguards that comply with federal regulations to guard clients' information.
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David M. Hellman, President
Attorney & Certified Public Accountant

851 Irwin Street, Suite 205
San Rafael, CA 94901-3343
Phone: 415-457-4411 Toll Free: 888-258-1031 FAX: 415-457-0356