LivingTrust

A trust that helps you avoid probate. You transfer property to a revocable trust. During your lifetime, you are the trust’s beneficiary Once you die, your loved ones become the trust’s beneficiaries

CreditShelterTrusts

We can help married couple their estate tax obligations. Y have a very large estate to b from a credit shelter trust. H you qualify, they might offer significant tax savings.

Lifeinsurancetrusts

The trusts purchases life insuran for certain, named parties (typic the grantor, beneficiaries, or the grantor’s spouse). When the ins dies, the trust distributes the insurance policy proceeds acco to its trust document

Other types of trusts can help protect financially irresponsible beneficiaries (spendthrift trusts) or shift your assets to a trust once you die (testamentary trusts) To learn more about these types of trusts (and others available in California), contact Herbert Law Office.