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. 如今，信托在遗产规划中比以往任何时候都更受欢迎. 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 California 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 estate planning office today to schedule your initial consultation at our 萨克拉门托, 福尔松的, 或罗斯维尔办事处，了解我们的律师事务所如何为您提供帮助.
什么是信托?
加州信托 are written legal documents that allow a trustee to manage assets on behalf of the beneficiaries of the trust. 信托的创建者被称为信托人. 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.
创建信任的诸多好处
Living trusts have become particularly popular in California. Many estates use a trust to eliminate potentially exorbitant probate costs. 把你的财产交给信托, 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, 信托公司还有其他一些优势.
There are two main types of trusts: Revocable 和 Irrevocable 信托基金. 我们事务所在起草这两种文书方面都有丰富的经验.
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. 在不可撤销的信托中, 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, 联邦税收申报, 赡养费索赔, 和 加州州税索赔.
我们的博客文章 哪种类型的信任适合你 可能对入门有帮助.
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.
- 您将在公证人的陪同下执行您的文件.
- 我们的办公室会协助将不动产转移到信托基金.
- 你要把额外的资产转入你的信托基金.
整个过程通常需要2-3周才能完成. 它简单、直接、容易.
我们的生前信托律师可以提供帮助
皇冠官方APP下载, 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, 我们经验丰富的律师可以提供帮助. To learn how our skilled living trust attorneys can assist you, contact our law firm today to schedule your no-cost initial consultation at our 萨克拉门托, 福尔松的, 或罗斯维尔办公室. We offer in-person, virtual, 和 telephone appointments for your convenience.
