The BOE-502-D Change in Ownership Statement After a Death in Santa Clara County
The BOE-502-D is due within 150 days of a property owner's death. Who files it in Santa Clara County, the penalty for missing it, supplemental…
Author: Seb Frey
Meet Seb Frey: Your unpretentious and reliable Silicon Valley REALTOR blending warmth with expertise. With a wealth of experience, Seb guides clients through the real estate journey, ensuring precision and professionalism. Trust Seb to turn your dreams into keys or cash.
Selling a Probate House As-Is or Fixing It Up: What Actually Pays in Silicon Valley
Should an executor renovate before a probate sale? What preparation pays off on older Silicon Valley homes, an illustrated net comparison, and when as-is is…
What Title and Escrow Need to Sell a Trust House in California
The closing checklist for successor trustees: affidavit of death of trustee, certification of trust, co-trustee signatures, 1099-S, California withholding, and title problems to catch early.
What Happens to the Prop 19 Exclusion if the Child Moves Out or Rents the House?
The Prop 19 parent-child exclusion ends when the house stops being the child's primary residence. How the reassessment works, a San Jose example, and how…
Trustee Fees and the Costs of Selling a Trust House in California
What a trust sale really costs in Santa Clara County: trustee compensation, attorney billing, a side-by-side with probate on a $1.8M house, and the costs…
How Long Does It Take to Sell a House in Probate in Santa Clara County?
A realistic month-by-month probate timeline for Santa Clara County, from petition to closing to distribution, plus what slows a sale down and what speeds it…
Successor Trustee Duties When Selling a House in California
What California law requires of a successor trustee selling the family home: loyalty, prudence, avoiding self-dealing, informing beneficiaries, accounting, and liability.
Two Brothers Selling Dad’s Cherished but Tricky Beach Cottage
A small cottage with termite damage, a failing sewer line and no heat. It drew six offers, lost a $1.6 million cash buyer two days…
Selling a Parent’s House in a Trust While They Are Still Living
How a successor trustee sells a living parent's house after incapacity: physician certifications, trust vs. POA, capital gains without a step-up, the care-facility rule, and…
The Community Property Double Step-Up: How California Widows and Widowers Can Sell With Little or No Tax
How the community property step-up can erase capital gains for a surviving spouse in California, a Los Altos example, and the joint tenancy title trap…