Loans to
Trusts and Estates
Location: San Anselmo, CA
Funded: $1,735,000
Private Loan Type: Trust Loan
Deal Highlights:
Deal Summary:
The beneficiaries went through a long negotiation process to determine who would take possession of which assets held in their parent’s irrevocable trust. Once all the calculations were completed there was a shortage of cash to complete the non pro-rata equalization and distribution of assets between beneficiaries, so we worked with the family to secure a lien against the parent’s primary residence and provide a loan to the trust in probate to complete the distribution.
Deal Details:
More Deals by HCS Equity
HCS Equity is a private money lender based in Carmel, California, specialized in loans for trust & estate property.
Sibling Buyout of Trust Property
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Investment Property Cash-Out
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Cash-Out for Probate Administration
$314K probate loan in Elk Grove funded a mortgage payoff, sibling buyout, and estate costs, with refinance planned after probate closes.
