Trusts

Revocable Trusts

Revocable Trusts allow you to control the disposition of your estate and usually avoid probate administration. Often, the use of a revocable trust can avoid the delays and costs associated with probate.

Irrevocable Trusts

Irrevocable Trusts are generally more useful for complex estate tax planning purposes and also for wealth transfer strategies related to eligibility for Medi-Cal.

Trust Estate Administration

Though administering a trust estate is often more efficient than administering a probate estate, there are still certain legal requirements. Our office can help the trustee avoid many of the common pitfalls and administer the estate in the most efficient manner.

Planning for Incapacitated Persons

A Special Needs Trust allows you to nominate a trustee who will hold and administer an estate for the benefit of someone, who either due to a mental or physical incapacity is not able to manage their own affairs. By using the funds only for their “special needs”, the incapacitated beneficiary can still retain certain government benefits to which they are entitled.