{"id":47500,"date":"2026-03-17T19:55:27","date_gmt":"2026-03-17T19:55:27","guid":{"rendered":"https:\/\/lauramccarthyproperties.com\/?p=47500"},"modified":"2026-03-17T19:55:27","modified_gmt":"2026-03-17T19:55:27","slug":"santa-clara-county-skews-much-more-heavily-toward-trust-ownership-than-the-statewide-average-especially-in-the-markets-youre-operating-in","status":"publish","type":"post","link":"https:\/\/lauramccarthyproperties.com\/index.php\/2026\/03\/17\/santa-clara-county-skews-much-more-heavily-toward-trust-ownership-than-the-statewide-average-especially-in-the-markets-youre-operating-in\/","title":{"rendered":"Santa Clara County skews much more heavily toward trust ownership than the statewide average\u2014especially in the markets you\u2019re operating in."},"content":{"rendered":"<p data-start=\"190\" data-end=\"327\"><strong data-start=\"190\" data-end=\"247\">Santa Clara County (practical, field-level breakdown)<\/strong><br data-start=\"247\" data-end=\"250\" \/>Based on title reps, recorder data patterns, and agent-level transaction mix:<\/p>\n<ul data-start=\"329\" data-end=\"592\">\n<li data-section-id=\"1ka6tc5\" data-start=\"329\" data-end=\"421\">\n<p data-start=\"331\" data-end=\"421\"><strong data-start=\"331\" data-end=\"387\">Trust ownership (primary + revocable living trusts):<\/strong><br data-start=\"387\" data-end=\"390\" \/>~45%\u201365% of all SFR resales<\/p>\n<\/li>\n<li data-section-id=\"1gzbl1o\" data-start=\"423\" data-end=\"554\">\n<p data-start=\"425\" data-end=\"554\"><strong data-start=\"425\" data-end=\"445\">LLCs \/ entities:<\/strong><br data-start=\"445\" data-end=\"448\" \/>~5%\u201312% overall<br data-start=\"465\" data-end=\"468\" \/>(higher for investment properties, new construction buyers, and higher price points)<\/p>\n<\/li>\n<li data-section-id=\"1qi0kzu\" data-start=\"556\" data-end=\"592\">\n<p data-start=\"558\" data-end=\"592\"><strong data-start=\"558\" data-end=\"579\">Individual names:<\/strong><br data-start=\"579\" data-end=\"582\" \/>~30%\u201345%<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"594\" data-end=\"658\"><strong data-start=\"594\" data-end=\"658\">By price segment (this is where it gets more useful for you)<\/strong><\/p>\n<ul data-start=\"660\" data-end=\"940\">\n<li data-section-id=\"1c1s569\" data-start=\"660\" data-end=\"718\">\n<p data-start=\"662\" data-end=\"678\"><strong data-start=\"662\" data-end=\"676\">Under $2M:<\/strong><\/p>\n<ul data-start=\"681\" data-end=\"718\">\n<li data-section-id=\"qv5gnu\" data-start=\"681\" data-end=\"701\">\n<p data-start=\"683\" data-end=\"701\">Trusts: ~30%\u201345%<\/p>\n<\/li>\n<li data-section-id=\"ejekiy\" data-start=\"704\" data-end=\"718\">\n<p data-start=\"706\" data-end=\"718\">LLCs: ~3%\u20136%<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li data-section-id=\"1lt1a7b\" data-start=\"720\" data-end=\"777\">\n<p data-start=\"722\" data-end=\"736\"><strong data-start=\"722\" data-end=\"734\">$2M\u2013$5M:<\/strong><\/p>\n<ul data-start=\"739\" data-end=\"777\">\n<li data-section-id=\"r0bayi\" data-start=\"739\" data-end=\"759\">\n<p data-start=\"741\" data-end=\"759\">Trusts: ~50%\u201370%<\/p>\n<\/li>\n<li data-section-id=\"1nm5q9n\" data-start=\"762\" data-end=\"777\">\n<p data-start=\"764\" data-end=\"777\">LLCs: ~5%\u201310%<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li data-section-id=\"1ou7dfk\" data-start=\"779\" data-end=\"940\">\n<p data-start=\"781\" data-end=\"837\"><strong data-start=\"781\" data-end=\"835\">$5M+ (Los Altos Hills, Saratoga, Palo Alto, etc.):<\/strong><\/p>\n<ul data-start=\"840\" data-end=\"940\">\n<li data-section-id=\"3u877\" data-start=\"840\" data-end=\"860\">\n<p data-start=\"842\" data-end=\"860\">Trusts: 65%\u201385%+<\/p>\n<\/li>\n<li data-section-id=\"pdv9k8\" data-start=\"863\" data-end=\"940\">\n<p data-start=\"865\" data-end=\"940\">LLCs: 10%\u201320% (sometimes higher if it\u2019s a secondary residence or new build)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p data-start=\"49\" data-end=\"190\">There\u2019s no single statewide figure that\u2019s perfectly tracked, but based on title company data, county recorder trends, and industry estimates:<\/p>\n<ul data-start=\"192\" data-end=\"529\">\n<li data-section-id=\"r4a8tk\" data-start=\"192\" data-end=\"277\">\n<p data-start=\"194\" data-end=\"277\"><strong data-start=\"194\" data-end=\"242\">Roughly 25%\u201340% of California home purchases<\/strong> are taken in the name of a trust<\/p>\n<\/li>\n<li data-section-id=\"1h8vd5r\" data-start=\"278\" data-end=\"384\">\n<p data-start=\"280\" data-end=\"384\"><strong data-start=\"280\" data-end=\"307\">LLCs and other entities<\/strong> account for a much smaller share, typically 3%\u20138% of residential purchases<\/p>\n<\/li>\n<li data-section-id=\"rh54oa\" data-start=\"385\" data-end=\"529\">\n<p data-start=\"387\" data-end=\"529\">In higher-end markets (e.g., Los Altos Hills, Atherton, Beverly Hills), <strong data-start=\"459\" data-end=\"497\">trust ownership can exceed 50%\u201370%<\/strong>, and LLC usage is more common<\/p>\n<\/li>\n<\/ul>\n<hr data-start=\"531\" data-end=\"534\" \/>\n<h4 data-section-id=\"chegcz\" data-start=\"536\" data-end=\"575\"><strong data-start=\"540\" data-end=\"575\">What this means in real numbers<\/strong><\/h4>\n<p data-start=\"577\" data-end=\"681\">California sees about <strong data-start=\"599\" data-end=\"638\">350,000\u2013450,000 home sales per year<\/strong> (varies by market conditions). Using that:<\/p>\n<ul data-start=\"683\" data-end=\"788\">\n<li data-section-id=\"10uzu8u\" data-start=\"683\" data-end=\"732\">\n<p data-start=\"685\" data-end=\"732\"><strong data-start=\"685\" data-end=\"696\">Trusts:<\/strong> ~90,000 to 160,000 homes annually<\/p>\n<\/li>\n<li data-section-id=\"1j7p18n\" data-start=\"733\" data-end=\"788\">\n<p data-start=\"735\" data-end=\"788\"><strong data-start=\"735\" data-end=\"753\">LLCs\/entities:<\/strong> ~10,000 to 30,000 homes annually<\/p>\n<\/li>\n<\/ul>\n<hr data-start=\"790\" data-end=\"793\" \/>\n<h4 data-section-id=\"r4ool8\" data-start=\"795\" data-end=\"814\"><strong data-start=\"799\" data-end=\"814\">Key drivers<\/strong><\/h4>\n<ul data-start=\"816\" data-end=\"1024\">\n<li data-section-id=\"2t3np2\" data-start=\"816\" data-end=\"874\">\n<p data-start=\"818\" data-end=\"874\"><strong data-start=\"818\" data-end=\"829\">Trusts:<\/strong> estate planning, avoiding probate, privacy<\/p>\n<\/li>\n<li data-section-id=\"1echrg1\" data-start=\"875\" data-end=\"1024\">\n<p data-start=\"877\" data-end=\"1024\"><strong data-start=\"877\" data-end=\"886\">LLCs:<\/strong> liability protection, investment property structuring, privacy (more common with rentals, second homes, or ultra-high-net-worth buyers)<\/p>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Santa Clara County (practical, field-level breakdown)Based on title reps, recorder data patterns, and agent-level transaction mix: Trust ownership (primary + revocable living trusts):~45%\u201365% of all SFR resales LLCs \/ entities:~5%\u201312% overall(higher for investment properties, new construction buyers, and higher price points) Individual names:~30%\u201345% By price segment (this is where it gets more useful for you) [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":47501,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-47500","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Santa Clara County skews much more heavily toward trust ownership than the statewide average\u2014especially in the markets you\u2019re operating in. - Laura McCarthy<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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