Loans to Trusts & Estates

CLOANC specializes in lending to Trusts & Estates. We help our clients keep a parents low property tax base on an inherited home. Our specialized trust and estate loans meet the California the California Board of Equalization equal distribution requirements needed to qualify for a parent to child property tax transfer and avoid property tax reassessment on an inherited home.

Our Trust & Estate loans provides the cash needed to allow each beneficiary or heir to receive an equal portion of the assets of a trust or estate inheritance. This allows a beneficiary to keep a family home, while others receive cash. On average our clients save over $6,400 a year in property taxes by taking advantage of Proposition 19 / Proposition 58 and transferring a parents low property tax base to a child beneficiary.

Most California lenders are unwilling to lend to an irrevocable trust but that is what we specialize in and our loans are fully Proposition 19 and Proposition 58 compliant. We are California’s top provider of Trust & Estate loans and we can walk you through the entire process and answer any questions you may have. We provide each client with a free benefit estimate on how much you might be able to save by taking advantage of California’s Proposition 19 exclusion from property tax reassessment.