Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California QPRT, Qualified Personal Residence Trust California, estate planning Sacramento, irrevocable trust California,... Read more »
Tredway Takes on 16 Texas Rental Communities

Tredway Takes on 16 Texas Rental Communities

Tredway closed on a $65.5 million 16-property portfolio across Texas, totaling more than 1,200 apartments. The transaction involves the acquisition and recapitalization of existing properties to preserve and extend long-term affordability for... Read more »
ICE’s Matt Dowd on targeting mortgage servicing calls with AI

ICE’s Matt Dowd on targeting mortgage servicing calls with AI

Editor’s note: This interview has been edited for length and clarity. Sarah Wolak: Coming out of the MBA servicing event last month, there was a lot of chatter about pain points in... Read more »
Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

Trust Assets in California Estate Planning: The Hidden Risks That Can Change Your Outcome

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California irrevocable trust, estate planning Sacramento, trust assets California, funding a trust California,... Read more »
San Diego Workforce Housing Trades to 1031 Exchange Buyer

San Diego Workforce Housing Trades to 1031 Exchange Buyer

Matthews facilitated the $30-million sale of Creekside Villas, a 144-unit workforce housing community located at 220 47th St. in San Diego. EVPs Stew Weston and Rosie Cooper represented the seller in the transaction,... Read more »
Related California Gets Planner Approval for Newport Condos

Related California Gets Planner Approval for Newport Condos

A theater with more than a half-century of history in Newport Center could soon become rubble.  The Newport Beach Planning Commission approved a plan for a development from Related California that would... Read more »
Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

Modifying or Ending a Trust in California: Why It Is Harder Than You Think

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: modify trust California, revoke trust California, California trust termination, estate planning Sacramento, irrevocable trust California... Read more »
Trader Joe’s vs. Walmart: What Your Neighborhood Grocery Store Means for Home Prices

Trader Joe’s vs. Walmart: What Your Neighborhood Grocery Store Means for Home Prices

While most homeowners appreciate having a nearby grocery store, the store’s true value may depend on which chain runs it. In neighborhoods where a Trader Joe’s opens, home prices outperform the national... Read more »
Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

Long-Term Trust Administration in California: The Hidden Risks That Cost Families Thousands

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: long-term trust administration California, trustee duties California, estate planning Sacramento, California trust administration, trustee responsibilities... Read more »
The industry’s quiet first line of defense

The industry’s quiet first line of defense

Most professions get credit for what people can see them do. A surgeon’s skill is visible in the outcome. The engineer’s work shows up in the bridge that holds. In real estate,... Read more »