California Trusts Legal Guides (19 found)

Written by Stephen Charles Gruber
A living trust can avoid probate and also reduce or eliminate federal estate taxes.
1 of 1 users found this helpful. Posted in Trusts about 1 year ago. Jurisdiction: California

Written by Peter S. Myers
How Do Trusts Fit Into Estate Planning? Trusts are commonly used because they are an ideal way to control property held by individuals or married persons. By using trusts, the grantors (person who created the trust) decide how they are going to maintain and control of their estate during their life
Posted in Trusts about 1 year ago. Jurisdiction: California

Written by Kenneth Scott Jacobs
A Living Trust is an excellent tool to avoid probate. However, for it to function as intended, it is essential that all significant assets are titled in the name of the trust. In the case of California real estate, this is accomplished by executing and recording a Deed.
5 of 5 users found this helpful. Posted in Trusts 12 months ago. Jurisdiction: California

Written by Michael Gary Perdue
In California, if you have an estate valued at less than $100,000, you most likely do not need a trust, but if your estate is over that then read on.
Posted in Trusts 9 months ago. Jurisdiction: California

Written by Deborah Ann Malkin
Special Needs Trusts How to help someone who has a physical or mental disability
Posted in Trusts 6 months ago. Jurisdiction: California

Written by James Arthur Gorton
A trust may be thought of as a legal entity, much like a corporation or partnership, and is capable of owning property. The person placed in charge of the property is called the trustee. Generally, when you create a living trust, you act as the initial trustee of your trust, keeping full control.
Posted in Trusts 6 months ago. Jurisdiction: California

Written by Darlynn Campbell Morgan
Before you hire a will, trust or estate planning lawyer, there are 5 things you’re going to want to know before engaging them to help you plan for the well‐being of your money, your family and your life.
1 of 1 users found this helpful. Posted in Trusts 3 months ago. Jurisdiction: California

Written by Darlynn Campbell Morgan
I am often asked: “Do I really need a Lawyer, or can I do it myself?” or "should I LegalZoom?" The truth of the matter is that oftentimes creating your own legal documents provides a false sense of security and the problem is only discovered when it's too late to do anything about it.
Posted in Trusts 3 months ago. Jurisdiction: California

Written by Phillip Clarence Lemmons
If you are a named beneficiary of a trust created by someone who recently passed away, you are entitled to a complete copy of that trust.
0 of 1 users found this helpful. Posted in Trusts about 1 month ago. Jurisdiction: California

Written by Alice A. Salvo
A Special Needs Trust (SNT) document is prepared to benefit an individual having a disability.
0 of 1 users found this helpful. Posted in Trusts 2 days ago. Jurisdiction: California

Written by Jon Mitchell Jackson
A number of jurisdictions in the United States have passed laws designed to allow self-settled asset-protection trusts...
1 of 2 users found this helpful. Posted in Estate Planning about 1 year ago. Jurisdiction: California

Written by Jon Mitchell Jackson
One of the primary purposes of a Dynasty Trust is to hold property for indefinite generations free of the claims of most commercial creditors and free of federal estate tax and generation-skipping transfer tax (GST tax).
Posted in Estate Planning about 1 year ago. Jurisdiction: California

Written by Mitchell Allan Port
The California Probate Referees' Association published its latest edition of the Probate Referees' Procedures Guide. The Guide is designed to assist those with California probate experience as well as those without experience.
2 of 5 users found this helpful. Posted in Probate about 1 year ago. Jurisdiction: California

Written by Kevin L Von Tungeln
When doing estate planning, California consumers should beware of “Living Trust Mills” because they may actually be a scheme represented by salespeople posing as “living trust experts.” These alleged experts sell annuities and other investments under the guise of helping with an individual’s living
Posted in Wills / Living Wills 6 months ago. Jurisdiction: California

Written by Shaun K. Boss
Many times people are uncomfortable and avoid making plans for their estate. It's important to think ahead for your future. Estate planning will ensure that your family and financial goals will be met. Our firm will answer your concerns and assist in planning for the future of your family.
Posted in Estate Planning 5 months ago. Jurisdiction: California

Written by Darlynn Campbell Morgan
A Will is a legal document that tells a Court how you want your assets to be distributed after your death. If you have over a certain amount of assets (varies by State), it requires the Executor to go to Court and get an order from the Court to distribute your assets using a process called Probate.
Posted in Wills / Living Wills 3 months ago. Jurisdiction: California

Written by Stephen Charles Gruber
Pourover wills are used with living trusts and their primary purpose is to transfer assets to the trust. This discussion applies only to California trusts and wills.
4 of 6 users found this helpful. Posted in Trusts about 1 year ago. Jurisdiction: California

Written by Diedre Wachbrit Braverman
Your child with special needs counts on you every day. What will happen when you are no longer there to provide care, resources and advocacy? That depends upon whether you create a customized Special Needs Trust. As the mistakes below will show you, you can make a big difference for your child.
1 of 1 users found this helpful. Posted in Trusts 9 months ago. Jurisdiction: California

Written by Judith May Copeland
Many of us have pets who are very dear to us. California has enacted a law declaring that a trust for the care of an animal is a lawful. One can now set aside a certain amount, up to all of their estate, to be dedicated to the care of their pets.
Posted in Trusts 6 months ago. Jurisdiction: California