In-House Legal Counsel for Beneficiaries; Proposition 19

4 weeks ago

Newport Beach, United States Commercial Loan Corp Full time

Organization Type:

  • In-House

Job Type:

  • Attorney

Practice Area:

  • Tax
  • M&A and Transactions >> Tax
  • Private Client Services

Practice Area:

  • Trusts and Estates >> Trusts and Estates

Practice Area:

  • Elder Law >> Elder Law

Practice Area:

  • Trusts and Estates >> Estate & Tax Planning "Certain beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -
  • need help from an ; Your fees are paid by the family ; Contact us ;rnrn rnrnWe are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, ; We are referring legal needs out to attorneys concerning trust estates & beneficiaries we're providing trust loan funding to, for inherited property buyout and tax purposes, minimizing property reassessment.
rnrn40% of the families coming to our firm for trust funding have no attorney in ; Some have a trustee with no experience at all, hence a need for an experienced attorney, to strengthen that ; We need to speak with attorneys in all 58 California counties – trust estates and beneficiaries from all across the state are referred to us for trust ; All legal fees are paid from each family ;rnrnReview additional information on our blogrnrnFeel free to reach out directly to:
rnrnGeoffrey W.

SadwithrnCommercial Loan CorprnNewport BeachrnClient RelationsrnOffice rnMobile rnEmail rnBlog rnWebsite rnrnTrust & Estate Admin; Legal Support for Trustees; Legal Counsel for Beneficiaries; Proposition 19 & Property Tax Relief; Elder Law rnCompany infoCommercial Loan CorpCompany ProfileWe specialize in loans to trusts and estates.

When beneficiaries inheriting property from parents wish to buyout co-beneficiary siblings' share of that property with a trust loan, in conjunction with Proposition 19 (formerly Prop 58) to avoid property tax reassessment.

Therefore, we provide the financing needed for equal distribution to beneficiaries selling out their inherited property shares.

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