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Laguna Beach Trusts Lawyer

Leslie Daff  JD/MBA - Laguna Beach Trusts Lawyer - Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization

REVOCABLE LIVING TRUSTS

People often use a revocable living trust to avoid probate, for tax planning, and to control the manner and timing of distribution to beneficiaries. Unlike a will, which is a public document filed with the court, the trust is private. Property held in the name of the trust is not subject to probate proceedings.
 
You need to transfer your assets (e.g., real estate) into the trust, generally with the assistance of an attorney. You continue to control and manage the assets as you do now, but upon your incapacity, your named successor trustee manages the trust assets on your behalf without a court having to appoint a conservator. Upon your death, your successor trustee distributes the assets to your beneficiaries according to the terms of the trust.


You’re Invited to Call or E-mail

If you have any questions or comments about any aspect of estate planning,
trust, or probate law, please feel free to call me at (949) 497-5056 or email me at LDaff@estateplaninc.com.   I'll be happy to hear from you and will do my best to help.

- Leslie

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