Loans to Trusts and Estates

At CLOANC, we specialize in lending to Trusts & Estates. Our loans help clients keep a parent’s low property tax base on an inherited home and meet the California Proposition 19 equal distribution requirements needed to qualify for a parent to child property tax transfer on an inherited home. We provide our clients with 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 and equal share of cash. On average our clients save over $6,500 a year in property taxes by taking advantage of Proposition 19 and transferring a parents low Proposition 13 property tax base.

We are California’s top Trust and Estate Lender. While most lenders are unwilling to lend to an irrevocable trust or do not have the knowledge to provide loans to irrevocable trusts, we specialize in them. We can walk you through the process and answer all of your questions. We provide each client with a free benefit analysis that shows how much they might be able to save by avoiding property tax reassessment.