Trusts can be useful for taking assets out of your personal estate and protecting them from certain kinds of taxes and other losses. They can also be an effective, highly structured vehicle for providing something for the next generation.
A revocable trust is just like it sounds. As the originator of the trust, you can make changes to the trust until your spouse dies. This is not the case with irrevocable trusts, which provide less control over the assets in the trust once it has been established. An experienced estate planning lawyer can help you understand whether a trust is appropriate for you.
Safeguarding What Matters To You
Janathan L. Allen, APC helps clients protect what matters most to them, including their families, their assets and their businesses. We work with individuals, married couples and domestic partners to execute the complete estate plan that will address not only the issues of wealth transfer and estate planning, but also asset preservation, liquidity, risk management, education and retirement funding, and charitable and philanthropic inclinations. We can work with you to leverage trusts such as:
- Living trusts
- A-B trusts, or marital trusts, which become irrevocable for the surviving spouse upon the death of the first spouse
- Life insurance trusts
- Special needs trusts that benefit loved ones
Every situation is unique. Trusts are highly customizable.
Contact Us | The Consultation Is Free
Seeking a revocable trust attorney in San Diego, Los Angeles or Orange County? Janathan L. Allen, APC serves clients in Southern California and throughout the world. Contact us to learn more.
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