Specialized Trusts & Asset Protection Services in California
Trust & Asset Protection Services by Experienced California Lawyers
San Diego Law Firm's skilled, knowledgeable attorneys prepare and help administer all types of trusts. The cost depends on the services needed, but we are committed to providing excellent value to ensure your financial well-being and peace of mind. From our San Diego, California law offices, we handle specialized trusts, living trusts, wills, and and estate planning throughout California, including Riverside, Imperial, Los Angeles, and all southern California.
Basic Facts about Trusts
A trust is a legal relationship where one person holds any type of asset (such as money, stock, or real estate) for another person's benefit. Attorneys create trusts by carefully preparing legal documents. Ownership documents for assets (such as real estate, stocks, and bonds) are changed to show that the trust is the assets' owner.
| Click links
below for more information about Trusts created by San Diego Law Firm: |
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| Living trust | Part of every
estate plan, it lets property be passed to heirs without probate costs or tax liability. |
| Trust
protecting assets from creditors |
Keeps ownership private using a family limited trust or a limited liability corporation owned by trusts. |
| Special
needs trust for disabled person |
Lets a disabled person keep government benefits while receiving extra support for personal items. |
| Trust for family members | A grantor trust, personal residence trust, or life insurance trust can limit tax liability while passing assets to family members. |
| Charitable trust | Allows you to leave money to a charity upon death & receive a guaranteed lifetime payments and a current tax deduction. An added life insurance trust will let heirs still receive the full value of their inheritance. |
How to Contact San Diego Law Firm
We handle matters throughout California, and new clients are always welcome. For more information or to make an appointment, please contact us either by:
Telephone: (619) 794-0243
E-mail: contactus@SanDiegoLawFirm.com
We can be reached by telephone Monday through Friday, 9:00 a.m. to 5:00 p.m. You may also use the
form below to contact us. This form is answered Monday through Friday during
the work day. Please remember that for us to become your attorneys, we must first have a written attorney-client agreement signed by both of us, so please do not email any confidential information at this point. After we have reached an agreement with you, we can then exchange information freely. We look forward to helping you.