Alienation Clause in Mortgage

Definition: A mortgage provision that accelerates the loan balance upon the transfer (alienation) of the property. Also known as the due-on-sale clause. The lender may demand full repayment when the borrower sells, transfers, or conveys the property without lender consent.

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Alienation Clauses in Florida Mortgages

An alienation clause in a Florida mortgage, also called a due-on-sale clause, gives the lender the contractual right to demand immediate full repayment of the outstanding balance if the borrower transfers the property without the lender's consent. This provision is standard in virtually every residential and commercial mortgage originated in Florida.

Triggering Events

Florida alienation clauses are triggered by any transfer of the property or a beneficial interest in the property. This includes outright sales, transfers into LLCs or land trusts, gifts, and conveyances incident to business restructuring. Even granting a life estate or adding a co-owner to the deed may trigger the clause depending on the mortgage language.

Federal Exemptions

The Garn-St. Germain Act provides safe harbors that Florida borrowers can use without triggering acceleration. Transfers to a surviving joint tenant, transfers between divorcing spouses, transfers into revocable trusts where the borrower remains a beneficiary, and inheritance transfers are all exempt. Florida estate planning attorneys frequently rely on the trust exemption when helping clients fund revocable living trusts with mortgaged property.

Related Terms

Barnes Walker Real Estate

Barnes Walker advises on property transfers, mortgage compliance, and alienation clause issues in Southwest Florida. Contact us for guidance.

Florida Law Reference

Fla. Stat. Ch. 697

Defines mortgages as liens on real property and establishes requirements for mortgage creation, assignment, and satisfaction in Florida.

Reviewed by the attorneys at Barnes Walker, Goethe, Shea & Robinson, PLLC

Disclaimer: The information and opinions provided are for general educational, informational or entertainment purposes only and should not be construed as legal advice or a substitute for consultation with a qualified attorney. Any information that you read does not create an attorney-client relationship with Barnes Walker, Goethe, Shea & Robinson, PLLC, or any of its attorneys. Because laws, regulations, and court interpretations may change over time, the definitions and explanations provided here may not reflect the most current legal standards. The application of law varies depending on your particular facts and jurisdiction. For advice regarding your specific situation, please contact one of our Florida attorneys for personalized guidance.

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