Having A Trust May Be Beneficial For Your Estate Plan

Incorporating a trust into your estate plan will enable your beneficiaries to avoid the cost and delay of probate. Trusts can also allow you to accomplish specific goals, such as reducing estate taxes.

The Law Offices of William S. Dunlevy in Camarillo, California, compassionately assists families with their estate planning needs. Our firm provides legal guidance to clients regarding their questions about trusts and how such planning tools may benefit them. We listen to our clients to provide them with customized legal advice.

The Benefits Of Adding A Trust To Your Estate Plan

There are many types of trusts:

  • A living trust gives you complete control of your assets while you are living and allows those assets to pass directly to your beneficiaries after you die.
  • A special-needs trust allows you to provide assets to a disabled person without making him or her ineligible for Medicaid and other government benefits.
  • A life insurance trust removes assets from an estate and can help you minimize estate taxes.
  • A beneficiary trust can protect the assets you give your children from creditors or issues such as divorce.

We will work with you to determine whether a trust can help you meet your estate planning goals. Attorney William S. Dunlevy can provide you with the objective, clearheaded advice you need to choose confidently from a variety of legal options.

For More Information About Trusts

To discuss trusts with an experienced estate planning lawyer, complete our simple form or call 805-322-8644.