Trust Loans to Beneficiaries: 3 Legitimate Reasons Borrow Against Irrevocable Trusts

Jeff Hensel
4 min readNov 30, 2019
California Trust loans for beneficiaries and trustees

A trust loan made to an irrevocable trust allows trustees or beneficiaries to borrow against real estate assets owned by the trust. A type of inheritance loan, trust loans are requested for three common reasons:

  1. Paying off other beneficiaries to maintain ownership of the property

--

--