15 11, 2019

2019 – A Vintage Year for Irrevocable Living Trusts

By | 2019-11-15T09:10:22-08:00 November 15th, 2019|Estate Planning, living trust, revocable trust, Wills and Trusts|Comments Off on 2019 – A Vintage Year for Irrevocable Living Trusts

Although California produces stellar wine vintages year after year, there has been relatively little production of anything new or positive for California non-grantor trusts. But the landscape has changed, the conditions are ideal, and the time is ripe. A recent crop of legislation and cases, including California’s new Uniform Trust Decanting Act and the Paula [...]

1 08, 2019

TOP 5 REASONS TO HAVE A LIVING TRUST IN CALIFORNIA

By | 2019-08-01T08:27:59-08:00 August 1st, 2019|Asset Protection, Estate Planning, living trust, revocable trust, trust, Wills and Trusts|Comments Off on TOP 5 REASONS TO HAVE A LIVING TRUST IN CALIFORNIA

Many of our California based clients have heard that having a living trust can benefit them, but often don’t understand why it is beneficial to have a living trust. Below are some of the more common ways a living trust can aid in achieving your estate planning objectives. 1. Avoid probate. Avoiding probate is a [...]