First Probate Blog: Articles and Newsletters

Trust and Estate Solutions

Hi, I’m Jonathan Brooks, the principal of First Probate. First Probate provides short term loans to fiduciaries – executors, administrators, trustees, conservators and guardians – who borrow on behalf of trusts and estates.  First Probate specializes in resolving challenging and difficult title problems associated with trusts and estates. I have provided these services to the probate […]

PROPOSITION 19: The Assessor Wants To Hear From You

By Deborah Keesey  Disclaimer: The information provided below is intended to provide general and summary information about  Proposition 19. It is not intended to be a legal interpretation or official guidance, or relied upon for any purpose,  but is instead a summary of information. If there is a conflict between the information provided here and any  legal authorities […]

Title Reports: The Basics

In my 29 years working with fiduciaries and their attorneys, borrowing on behalf of trusts and estates is no simple matter, with complex probate, national and local real property finance lending laws. The intricacies of dealing with title companies and the three types of title reports are key to the process:  Property Profiles that a title company provides typically disclose […]

Paying off a Reverse Mortgage

In my business of arranging loans to trusts and estates, I pay off a significant number of reverse mortgages. As more seniors turn to reverse mortgages, surviving spouses or adult children become overwhelmed when one or both of their parents eventually dies. When a reverse mortgage borrower dies, the loan becomes due and payable; and, […]

QUICK RESOURCE GUIDE for Fiduciaries and their Attorneys including Practical Tips for Non Pro-Rata Distributions to Avoid the Property Tax Reassessment Event

As I embark on my 29th year working in and serving the probate and trust community, this resource guide will assist you to quickly find what you’re looking for: To find out what is necessary to obtain a trust loan, go here To find out what is necessary to obtain a probate loan, go here To learn more […]

Bifurcated Land Market

By Ruben Gutierrez As a real estate appraiser specializing in valuations for estate administration, taxation, probate, and litigation support I have had the opportunity to work on numerous land valuation assignments over the past thirty plus years.  Most of these assignments involve land located in the Antelope Valley portion of northern Los Angeles County. The Antelope […]

Trusts and Estates – The 42nd Annual Fall Program

The 42nd Annual Fall Program, October 26, 2018 in San Francisco The Third Edition of the Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel Is Available to Trusts and Estates Section Members at a Special Price The Educating Seniors Project Seeks Volunteer Attorneys for Speakers Bureau Trusts and Estates […]

Parent to Child Transfer of Property with California Proposition 19

By Jonathan Brooks Preventing a property tax reassessment may save a beneficiary or heir thousands of dollars annually depending on the difference between the existing assessed value and the current reassessed property value. First Probate Loans is the originator of the property reassessment tax strategy loan and we are here to assist you and your […]

The Life of a Loan Broker

Guest Post by N. Mitchell Feinstein   I write this article from my perspective of more than fifty years in the mortgage lending business, a perspective that seems to me as if I were staring down to the Colorado River from the rim of the Grand Canyon. It’s been a long time baby. I’ve operated […]

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