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Legal Counsel for Beneficiaries Proposition 19 amp Property Tax Relief Elder Law

Commercial Loan Corp
Newport, CA Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 3/28/2025

Legal Counsel for Beneficiaries Proposition 19 & Property Tax Relief Elder Law

Location : Newport Beach, CA, United States

Make your application after reading the following skill and qualification requirements for this position.

Posted on : Jul 24, 2023

Profile

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 attorney. Your fees are paid by the family trust. Contact us ASAP.

We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. 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.

40% of the families coming to our firm for trust funding have no attorney in place. Some have a trustee with no experience at all, hence a need for an experienced attorney to strengthen that role. 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 funding. All legal fees are paid from each family trust.

Review additional information on our blog here!

Responsibilities :

  • Provide legal counsel to beneficiaries and trustees regarding trust estates.
  • Assist with property buyout and tax relief matters.
  • Collaborate with our team to facilitate trust loan funding.

Qualifications :

  • Licensed attorney in California.
  • Experience in trust and estate law.
  • Ability to work with clients across various counties in California.
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