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Trust Creation Attorneys in Sacramento
MAKING REVOCABLE (LIVING) AND IRREVOCABLE TRUSTS
Revocable (Living) Trusts
Trusts are excellent tools that can be used for many purposes. Here in California, revocable trusts – also known as “living trusts” – are often created in order to avoid the need for costly and time-consuming Probate Administration after one’s death. No matter the size of one’s estate, a living trust can direct the disposition of one’s assets and appoint a friend, family member, or professional fiduciary to handle the administration.
Irrevocable Trusts
Irrevocable Trusts, such as Special Needs Trusts, Discretionary Trusts, Charitable Trusts, Residence Trusts, and Life Insurance Trusts, can be used to accomplish a variety of goals and objectives. For example, Life Insurance Trusts can be used to ultimately pass large gifts to one’s heirs while minimizing gift and estate tax exposure. Properly drafted Special Needs Trusts can be great tools to provide supplemental benefits to individuals with special needs without jeopardizing state and federal benefits that individual may be receiving.
Why a Trust?
What sets trusts apart from other methods of asset transfer is the flexibility they offer. Distribution amounts, schedules (50% at age 25 and 50% at age 30, for example), and other prerequisites (completion of college, for instance) can all be set forth in a trust document.
To ensure that one’s trust will comply with all legal requirements and will be enforced, consultation with a qualified estate planning attorney is strongly recommended. We offer free estate planning consultations and would be glad to assist you, so give us a call today to schedule your appointment.
What Our Clients Say
Reviews & Testimonials
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"We were presented with some information we were not aware of and are seriously considering making a few changes to our current estate plans"
I would recommend this type of seminar to anyone who takes their estate planning seriously. Laws and circumstances change all the time
- R.H. -
"very well organized and nicely presented."
I learned valuable information from Jonathan’s presentation and the guests' questions, along with their personal Trust stories
- Brenda -
"Extremely helpful"
The information on prop 19 was very clear and the distinction between that and state inheritance tax
- B.B, -
"Dealing with Huber Fox was very easy, my case went very smooth and easy"
hey are very nice an professional very kind they made it so easy for me
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"Knowledgeable. Polite. Approachable."
Knowledgeable. Polite. Approachable. I was in a legal situation where I needed help and never having been involved with a ...
- W.W. -
"They exceeded my expectations in every way"
I can’t say enough good things about Huber Fox Law Firm. From the very first consultation, their team was professional, ...
- C.P. -
"Super helpful"
Went in to put together a trust. Great information. Super helpful since I had little to no idea of what I really needed. ...
- W.C. -
"Very organized company"
Very organized company and helped me through a probate process with ease!
- M.M.
