Trust and Will are both ways to distribute an estate after death. A Will is a legal document that describes who will inherit the assets, while a Trust involves transferring your assets... Read more »
CBRE arranged the sale of 1180 Central Ave., a seven-unit multifamily property in Riverside, to the Michael J. O’Neill and Jean A. O’Neill Trust for $2.21 million, or $315,000 per unit. The Kazanjian... Read more »
For the first time, Keystone sponsored and exhibited at the 60th Annual Hawaii Tax Institute Conference, the nation’s premier tax and wealth transfer conference. Held in Honolulu from November 5-9, the conference... Read more »
Securing your home for your beneficiaries through a trust is a wise decision. Specifically if you want to save the beneficiaries from the years of the probate process. Some individuals don’t go... Read more »
Los Angeles is hemorrhaging millions of dollars to bail out the Skid Row Housing Trust — and may spend another $70 million to redevelop its oldest and most troubled buildings. The city... Read more »
Redwood Trust and home equity fintech lender Point have closed on a $139 million bond secured by 1,577 home equity investment (HEI) contracts. The two companies issued the first-ever securitization backed entirely... Read more »
The National Association of Realtors (NAR) just made IRAR Trust Company (IRAR) its preferred provider for self-directed retirement plans, the trade organization announced on Tuesday. IRAR will provide “self-directed individual retirement accounts... Read more »
Interestingly, Probate Code sections 15800 (b) (3)-(4) work to give trustees a large degree of discretion in determining whether a beneficiary is owed the duties described in subsections (b) (1)-(2). Specifically, subsection... Read more »
The frequency with which you need to update the terms of your trust will depend on your individual needs and the specific provisions of the trust. Generally speaking, you should review and... Read more »