Rubicon is in a unique position to fund loans to Trusts and Estates
For estate planning purposes, owners often hold their real property in a revocable living trust which may become irrevocable upon their death. Unfortunately, it may be more difficult for a trust to get a traditional loan due to lack of income or credit worthiness. Rubicon, however, specializes in making loans to trusts – focusing on the equity of the real property held by the Trust. Rubicon can also will work with the trustees and its attorneys to preserve potential parent-child property tax exclusion.
The following is a common scenario –