Loans to
Trusts and Estates

Location: Grass Valley, CA
Funded: $149,000
Private Loan Type: Trust Loan

sibling-buyout-trust-property

Deal Highlights:

  • Two siblings sought to buyout a third sibling with a trust loan

  • The trust was cash-poor, and needed to borrow funds for a sibling buyout

Deal Summary:

Three sisters, all co-trustees, decided that two would take title to the family home, and the third would take their inheritance in the form of cash. We worked directly with the co-trustees and their attorney to provide a loan to the trust in probate to complete the equalization and distribution of assets between the beneficiaries.

Deal Details:

  • Property Type – Single-Family

  • Lien Position – First Mortgage

  • Loan-to-Value – 35%

  • Loan Term – 12 months

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HCS Equity provided a loan directly to the trust, allowing one beneficiary to keep the family property and the other to receive money for their share.

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