Can I qualify for a Homestead exemption if my property is in a trust?

In order for a Trust to qualify for the Homestead and the Age 65 or Older exemption, the trust document must meet the definition of a “Qualifying Trust” as per §11.13(j)(3) of the Property Tax Code.

This means the trust must state that the owner of the property is the Trustor/Lessor/Settlor of the trust or the beneficiary of the trust and that individual has the right to use and occupy the property as their principal residence rent-free and without charge except for taxes and other costs for life, for a term of years, or until the trust is revoked or terminated.

The Residence Homestead Exemption application must include a copy of the trust and the property owner’s Texas driver’s license/Texas I.D (address on the driver’s license must match the property address).