Home > Understanding the Role of a Managing Trustee October 15, 2026 Sarada De Introduction Managing a trust involves more than organizing paperwork or overseeing financial assets. The person handling administration must follow the trust’s terms, consider beneficiaries’ rights, and care for the property entrusted to them. When real estate is involved, the work may […]
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Trust Sale
A plain-English guide for executors on how the step-up in basis resets inherited California real estate to its date-of-death value, including the community property double step-up, documentation requirements, and how it differs from Prop 19 property tax rules.
Step-Up Basis for California Real Estate: How It Works Read More »
Selling Home, Trust Sale
A balanced, side-by-side comparison of deferred sales trusts and 1031 exchanges for California real estate investors, covering timeline flexibility, IRS scrutiny, costs, boot, and California clawback rules.
Deferred Sales Trust vs 1031 Exchange: Which Fits You? Read More »
Selling Home, Trust Sale
A week-by-week action plan for successor trustees who need to sell a house held in a trust after the trustor’s death, covering trust documents, beneficiary notices, insurance, date-of-death valuation, and disposition decisions.
How to Sell a House in a Trust After Death: 30-Day Plan Read More »
Selling Home, Trust Sale
Home > Deferred Sales Trust: A Complete Guide to Section 453 September 3, 2026 Sarada De Introduction Selling a highly appreciated business, investment property, or other valuable asset can create an uncomfortable problem: you may have a great opportunity to sell, but the tax bill can arrive at exactly the same time as the celebration.
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Trust Sale
A trust sale in California is a real estate transaction in which property owned by a trust is sold by a trustee or another person with legal authority to act for the trust. While the purchase can resemble a traditional sale or traditional real estate transaction, buyers should understand the trust terms, trustee authority, trust
Trust Sale in California Cost: Buying a Trust Sale Home, Pros and Cons Read More »
Trust Sale
