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PRACTICE AREAS
PROFESSIONAL LEGAL ADVICE
WITH A PERSONAL APPROACH
We specialize in pre-legal consulting on inheritance, gifts, business succession,
and other related matters, including inheritance planning.

> 10,000

Legal Consulting

90%

Successful Trials

> 30 yrs

of Experience

TYPES OF TRUSTS

Revocable Living Trust

Revocable living trusts have become the main documents used by California homeowners to avoid their homes going through probate upon their death. Normally, mom and dad (who created the living trust), are the trustees of their revocable living trusts.

Special Needs Trust

Revocable living trusts have become the main documents used by California homeowners to avoid their homes going through probate upon their death. Normally, mom and dad (who created the living trust), are the trustees of their revocable living trusts.

Irrevocable Living Trust

An irrevocable trust is created to reduce taxes and avoid probate. When you set up an irrevocable trust, you lose all ownership incidents, but this also takes the assets in the Trust off your taxable estate. The income produced by investments in an irrevocable trust is not subject to personal income tax.

Irrevocable Life Insurance Trust

An ILIT (pronounced “eye-lit”) is a type of trust that it is funded during your lifetime with one or more life insurance policies. It is irrevocable, which means that once you create an ILIT the trust generally cannot be changed or revoked; the terms of the trust agreement are pretty much set in stone.

Trust Amendments

Revocable living trusts have become the main documents used by California homeowners to avoid their homes going through probate upon their death. Normally, mom and dad (who created the living trust), are the trustees of their revocable living trusts.

Gifting

Revocable living trusts have become the main documents used by California homeowners to avoid their homes going through probate upon their death. Normally, mom and dad (who created the living trust), are the trustees of their revocable living trusts.

Charitable Planning

Revocable living trusts have become the main documents used by California homeowners to avoid their homes going through probate upon their death. Normally, mom and dad (who created the living trust), are the trustees of their revocable living trusts.

Private Foundation

Revocable living trusts have become the main documents used by California homeowners to avoid their homes going through probate upon their death. 

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