Protect your assets and give your family peace of mind by establishing a living trust with the help of The Katje Law Group. Our Orange, CA living trust lawyer is experienced in delivering customized estate planning solutions for clients. Call today to set up a consultation and begin the process of preparing a living trust.
What A Living Trust Lawyer Does
You may be considering setting up a living trust if you want to maintain control over your assets and finances after you die. Our living trust lawyer will prepare the trust based on your wishes. By working with a knowledgeable attorney, you are assured that the trust is legal and written to benefit loved ones and family members as you see fit.
There are several duties our Orange trust lawyer can assist you with, such as:
- Drafting the trust and suggesting instructions based on your wishes and the structure of your estate
- Help avoid the probate process
- Manage the trust, including funding it, advising on investments, and monitoring distributions
- Legally award a trustee and inform them of their duties
- Safeguard your assets from litigation
- Reducing taxation
Benefits Of Working With A Living Trust Lawyer
You may be wondering if a trust or a will is better for your family. Our living trust lawyer can explain all of the estate planning tools available. Usually, a living trust is formed when the estate is substantial or when the person creating the trust is concerned about how the beneficiaries will use their inheritance.
For example, in a living trust, you can dictate when and how much of a distribution a person receives. These provisions are especially helpful if the beneficiary is a minor or financially irresponsible. In comparison, you can not put these restrictions in a will. Once the inheritance provided in a will is validated in probate, the beneficiary assumes full control over its use.
Additionally, forming a living trust may allow your family to avoid probate court, reducing the time it takes for them to start receiving support.
When To Hire A Living Trust Lawyer
It is advisable to work with a living trust lawyer if your estate is:
- Complicated and includes a mix of assets and substantial wealth
- You have a blended family and want to provide for all of your loved ones after you pass
- One of your inheritors has special needs or significant healthcare needs, and the trust will offset or cover the cost of their care
- You anticipate a family or loved one disputing your wishes
Overall, our living trust lawyer helps you maintain control over your legacy. If you are ready to make a plan to safeguard your family after you pass away or need to amend an existing estate plan, call The Katje Law Group now. Our Orange living trust lawyer will meet with you and compare all of your options to determine which type of trust aligns with your needs. Benefit from the depth and breadth of our knowledge and set your family and loved ones up with a bright and prosperous future.