信托基金

Creating a California trust can be an effective estate planning tool. Many of our clients use trusts when creating an estate plan in order to avoid the expenses of the California 遗嘱认证 Court system. Today, trusts are more popular than ever in estate planning. Individuals can tailor the terms of their trust to meet their unique needs 和 financial situations.

If you would like to set up an estate plan but do not know where to start, we can help. Our attorneys have helped many 萨克拉门托 residents create effective 和 thorough estate plans. We can discuss the different types of trusts available to California residents 和 help you decide on which trust or trusts are right for you 和 your family. Our attorneys also assist clients in the management of trusts. Contact our 萨克拉门托 estate planning office today to schedule your initial consultation 和 learn how our law firm can help you.

信托是什么?

加州信托 are written legal documents that allow a trustee to manage assets on behalf of the beneficiaries of the trust. 信托的创立人被称为财产分配人. The person or people who manage the assets within the trust are called the trustees. Beneficiaries are the people who will receive the assets of the trust.

The transfer of assets depends on the type of trust created by the settlor. The trustee may pay beneficiaries part of assets over time or the assets may transfer to the beneficiary upon the settlor’s death. Settlors can structure their trust in a variety of different ways. Settlors have an enormous amount of control as to when 和 how beneficiaries may access the assets in the trust.

建立信托的诸多好处

Living trusts have become particularly popular in California. Many estates use a trust to eliminate potentially exorbitant probate costs. 把你的资产放在信托基金里, you can also avoid the months or even years that it often takes the California 遗嘱认证 Court to distribute assets according to a will. In addition to saving your family time 和 money by avoiding a lengthy probate process after your death, 信托公司还有其他几个优势.

There are two main types of trusts: Revocable 和 Irrevocable 信托基金. 我们在这两方面都有丰富的绘图经验.

加州可撤销生前信托

Revocable living trusts are a commonly used type of trust in California estate planning. These types of trusts are often referred to as “family trusts” or “living trusts”. Revocable trusts transport the owner of the trust’s assets upon the passing of the settlor. 通常, a parent will create a revocable living trust 和 transfer assets into the trust during their lifetime. The settlor typically has the ability to move assets in 和 out of the trust 和 make changes to the trust during his or her lifetime. 在可撤销的生前信托中, the settlor can revoke or cancel the trust at any time up until his or her death. Revocable trusts give the settlor flexibility in their ability to make changes to the trust.

加州不可撤销信托

Irrevocable trusts are designed for long-term asset management. These types of trust are also commonly used in estate planning. 不可撤销信托, the settlor of the trust transfers control or ownership of the trust property to another person who acts as the trustee. This removes the trust assets from the settlor’s taxable estate 和 also offers settlors the benefit of asset protection. Most creditors of the settlor typically cannot access the assets held within the trust because the settlor themself does not have access to the trust. 然而，也有一些例外. Irrevocable trusts are still susceptible to child support claims, 联邦税收索赔, 赡养费索赔, 和 加州的税收要求.

我们的博客文章 哪种类型的信任适合你 可能对开始有帮助.

如何建立信任?

The process of creating a trust is much simpler 和 faster than many clients anticipate! 这个过程通常是这样进行的:

• You’ll schedule a no-cost initial consultation 和 complete our intake form.
• You’ll discuss your estate planning wishes with one of our attorneys.
• Our office will draft your documents 和 explain them thoroughly.
• 你将在公证人那里执行你的文件.
• 我们的办公室将帮助转移任何房地产信托.
• 你要把额外的资产转移到你的信托基金.

整个过程通常需要2-3周的时间来完成. 它很简单，直接，容易.

我们的信托律师可以帮忙

亚博网赌靠谱的, we underst和 how overwhelming it can be to create a trust for the first time. We pride ourselves on providing a client-centered experience 和 explaining complicated concepts so simply that a child could underst和 them.  Whether you need assistance creating or updating a California trust, 我们有经验的律师可以帮忙. 学习我们熟练的律师如何帮助你, contact our 萨克拉门托 law firm today to schedule your no-cost initial consultation.