Why Supplemental Taxes Catch Trustees Off Guard (And How to Avoid It)

One of the most overlooked issues when it comes to selling a probate home is the Supplemental Tax Bill. Many personal representatives are caught off guard by this specific bill because it does not appear on the standard escrow documents during the sale of the property.

In this video, we dive deep into what supplemental taxes are and why they are triggered by the date of death. We also cover the calculation methods, the timing of the mailings, and what to do if the bill is sent to the wrong address.

If you are confused about why you received a bill or how the county arrived at the number, this video will provide the clarity you need. Our goal is to help you navigate the long process of selling a home and administering a trust without falling into common tax traps.

Managing these details is a major part of your fiduciary duty, and you don't have to do it alone. We specialize in the complexities of San Diego real estate administration to ensure you’re protected from start to finish.