Welcome to the Trust Loans and Property Tax Website.
We are your source for information on loans to irrevocable trusts, and trust related property tax transfers in California. Please review our blog section for up to date information on transferring a parent’s property tax base on an inherited home using your California Proposition 58 property tax benefits. We provide a comprehensive source of info on trust and estate loans, including “equalization of funding distribution”; meeting qualification requirements — and enabling the buyout of property shares inherited by siblings, locking in a low Proposition 13 property tax base for siblings who wish to retain their inherited property.
Latest from the Blog
A New Threat Arises ~ Critics of Property Tax Relief Look to Destroy CA Proposition 58 and Prop 13 with Prop 19 and Prop 15
Deceptive Campaign from C.A.R. Tries to Convince Voters to Support Proposition 19 to Unravel Parent to Child Exclusion Posted on September 23, 2020 by Geoffrey Sadwith Vote No On Proposition 19 and Proposition 15 ~ Don’t Let Them Destroy California Property Tax Relief A Threat to Proposition 58, Parent to Child Exclusion, Arises If theyContinue reading “A New Threat Arises ~ Critics of Property Tax Relief Look to Destroy CA Proposition 58 and Prop 13 with Prop 19 and Prop 15”
For beneficiaries, new home owners, in California looking to resolve sibling disputes over whether or not inherited property is to be sold to an outside buyer, or kept in the family — there are some digital tools worth looking into, before plunging in to get a large trust loan, while getting approved to be ableContinue reading “Trust & Estate Loan Benefit Calculator”
“SACRAMENTO (CBS / AP) — A California judge has ordered changes to an election guide mailed to every registered California voter this fall, ruling Wednesday that some arguments opposing a hotly contested property tax initiative are ‘false or misleading.’ “ 6.7 million people have filed for unemployment in California since Covid hit us a unraveledContinue reading “Changes Ordered To California Voter Guide Over ‘False or Misleading’ Anti Proposition-15 Arguments”
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