Loans to
Trust Loans

Location: North Hills, CA
Funded: $391,000
Private Loan Type: Trust Loan

trust-loan-for-sibling-buyout-north-hills-ca

Deal Highlights:

  • Three siblings; two wanted cash, and the other wanted the family home

  • The beneficiary keeping the property wanted to take advantage of the Prop 19 parent/child exclusion

Deal Summary:

The trustee contacted us to obtain a loan directly to their family trust for the equalization and distribution of the trust’s assets. Once all the documentation was received and reviewed, we were able to open escrow/title, and close shortly thereafter. Upon closing, we provided the attorney handling the matter all of the trust loan documentation to support their filing of the parent/child exclusion paperwork.

Deal Details:

  • Property Type – Single Family

  • Lien Position – First

  • Loan-to-Value – 40%

  • Loan Term – 12 months

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HCS Equity is a private money lender based in Carmel, California, specialized in loans for trust & estate property.

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Trust Equalization

July 18th, 2025|Comments Off on Trust Equalization

$391K trust loan in North Hills used for trust equalization, allowing one sibling to keep the family home and preserve its low tax base under Prop 19.

Looking To Get Started?

Contact us today for more information regarding any of our loan products. As direct lenders, we make quick approval decisions, and can provide funding in as little as 7-10 days. We are available via phone or email anytime of the day or night.