What is Trust & Estate Distribution Optimization?

Trust Distribution Optimization

Call 877-464-1066 to Optimize Your Trust or Estate Distribution

Commercial Loan Corporation does more than just provide mortgages to Trusts and Estates. We also optimize trust and estate distributions!

What does that mean? Well, we can significantly increase the funds that are distributed to the beneficiaries of a trust or estate. In fact, on average we increase the funds a Trust or Estate distributes by over $40,000.

How we increase distribution funds is simple. We provide a loan directly to the Trust or Estate enabling a beneficiary to keep a family home and providing an equal share of cash to the other beneficiaries. Our Trust Loan eliminates the need to sell a parents home, avoiding the costs association with fixing up a home for sale, costly realtor expenses and seller related closing costs. This ends up being an incredible savings that all the beneficiaries of the trust or estate are all able to share in. Best of all, one of the beneficiaries is able to keep the family home and utilize California Proposition 58 to preserver a parents low Proposition 13 tax base saving on average $6,200 per year in property taxes.

Allow us to optimize your trust or estate!

If you, a family member or a client might be able to benefit from one of our trust and estate loans, please call us at 877-464-1066. We can provide you with a FREE SAVINGS ESTIMATE!

We Maximize Trust & Estate Distributions Saving Clients An Average of $42,000.

We Maximize Trust Distributions

We Maximize Trust & Estate Distributions, Saving Clients Thousands of Dollars.

Maximize the Distribution of a Trust or Estate!

At Commercial Loan Corporation we specialize in maximizing trust distributions and providing innovative finance options for real estate held in a trust. On average we save our clients $42,000 when it comes time to distribute a trust. Depending on the worth of the trust and real estate involved that number can be significantly higher.

Maximizing trust distributions is not all we do.

  • We also help clients preserve a parents low property tax base on an inherited property. On average retaining a parents low property tax base saves our clients over $6,200 a year in property tax payments.We are one of just a few California lenders that offers third party financing to a trust; allowing a client to take advantage of Proposition 58 and keep a parents low Proposition 13 protect property tax rate.
  • We also have specialty loan programs that enable our clients to tap into the equity in their real estate with no tax consequences.
  • We even have programs that allow you to access the equity in a home to create a “nest egg” available in case of emergency.

We offer free consultations and one of our trust & estate specialists can help you determine which options are right for you and how much you may be able to save.

Call us today at 877-464-1066!