Loans to
Trust Loan

Location: San Jose, CA
Funded: $900,000
Private Loan Type: Trust Loan

trust-loan-in-san-jose-ca

Deal Highlights:

  • Four siblings in total, but only one of which wanted to keep the property

  • We worked hand-in-hand with their trust attorney to provide a loan to equalize the trust’s assets

  • They came to an agreement on fair market value

Deal Summary:

The beneficiaries were all on the same page that one of them should keep the family home, and its extremely low property tax bases. Once their plan was formalized with the trust’s attorney, we were contacted to provide the funds needed for the trust equalization and distribution. In the end, the beneficiary was able to keep the family home, and its extremely low property tax base.

Deal Details:

  • Property Type – Single Family

  • Lien Position – First

  • Loan-to-Value – 70%

  • 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 and Distribution

July 23rd, 2026|Comments Off on Trust Equalization and Distribution

$900K trust loan in San Jose funded a trust equalization, allowing one beneficiary to retain the family home while preserving its low property tax base.

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