Trust Loan Blog

Welcome to the Commercial Loan Corporation, California Proposition 19 and Proposition 58 Trust Loan Blog

Here you will find recent blog articles relating to Commercial Loan Corporation trust loans, lending to irrevocable trusts, California Proposition 19 and Prop 58. These loans help our clients avoid property tax reassessment on real estate being transferred from a trust to an individual. This process takes advantage of the California Proposition 19 and Proposition 58 exclusion from reassessment benefits to help preserve a low Proposition 13 tax rate. Commercial Loan Corporation specializes in providing our clients with a 3rd party loans to trusts, irrevocable trusts and estates so that our clients can meet the Proposition 19 and Prop 58 eligibility requirements. If you have questions on a trust loan or Prop 19, please call us at 877-464-1066.

Recent Posts

USC Gould Trust and Estate Conference 2023

USC Gould Trust and Estate 2023 Conference

The 2023 USC Gould Trust and Estate Conference

The 49th Annual Trust and Estate Conference will take place on Friday, November 17, 2023, at the Westin Bonaventure Hotel in Downtown Los Angeles. Commercial Loan Corporation will once again be sponsoring the event. Two of our Senior Account Executives, Tanis Kluever and Thad Farrell will be attending the event and available to answer any questions you may have on California Proposition 19 and our Trust and Estate loan programs.

For 49 years, USC Gould’s Trust and Estate Conference has been delivering practical and real-life solutions from speakers with a proven track record of addressing unexpected problems in estate planning, probate, and trust administration. The Conference typically attracts over 500 participants for unrivaled networking and learning opportunities from both the speakers and your professional colleagues. The Conference is tailored for trust, estate planning, probate and elder law professionals including attorneys, paralegals, trust officers, accountants, financial institution executives, private professional fiduciaries, wealth management professionals, fiduciary officers, underwriters and insurance advisors. what’s included?

Registration includes all sessions, continental breakfast, networking breaks, luncheon presentation, continuing education credit, and print and downloadable copies of the practical Conference Syllabus, including the popular Resource Guide, a Trust and Estate Professional Directory covering Los Angeles, Orange and San Diego counties.

If you have any questions regarding a loan to a trust or estate or about qualifying for a California Proposition 19 Parent to Child Property Tax Transfer, please call us at (877) 464-1066 and we can answer any questions you have.

  1. Tax and Estate Planning Forum Event Leave a reply
  2. Tanis Kluever on the benefits of a California Proposition 19 Trust Loan Leave a reply
  3. What is a trust loan? 1 Reply
  4. Trust Equalization Loan Leave a reply
  5. Meet our team at the CalCPA Springfest Event on May 23rd Leave a reply
  6. Proposition 19 Transfer Benefit Increased to $1,022,600 on 2/16/2023 Leave a reply
  7. Orange County Bar Association Trust & Estates Spring Social Event Leave a reply
  8. Proposition 19 Equalization Loan Leave a reply
  9. California Proposition 19 – Avoiding Property Tax Reassessment on an Inherited Home Leave a reply