Irrevocable living trusts are a popular asset protection tool in California and throughout the United States. They allow individuals to transfer ownership of their assets to a trust, which is then managed by a designated trustee. This can provide numerous benefits,...
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Trusts
When can someone sue a trust?
Trusts are an excellent estate planning tool for Californians as they provide asset protection. Although someone generally can't bring a lawsuit against a trust, filing a claim against the trustee can occur. When creating your estate plan, you should understand the...
Establishing a trust fund: 3 critical steps to follow
A crucial step in the estate planning process in California is establishing a trust. Understanding the steps that go into creating trusts should make this process less overwhelming. Choosing the right type of trust Before people can open trusts, they must choose what...
Do living trusts make sense for California residents
Trusts might seem like a complicated estate planning tool for some California residents. Even though they sound complicated, living trusts can make the estate planning process go more smoothly. How does a living trust work? Anything placed into a living trust is...
Should you choose a revocable or irrevocable trust?
When creating your estate plan as a California resident, you might want to include a trust. You should know the differences between revocable and irrevocable trusts so you can choose the one that’s appropriate for you. What is a revocable trust? A revocable trust, or...
How to set up a special needs trust
The love and support you show for a disabled loved one in California doesn't have to end when you pass. You can set up a special needs trust in order to provide for them even after you are gone. There are a certain number of rules and regulations that will have to be...