At the Estate Preservation Group, I help clients establish trusts and other estate planning documents in Carlsbad and throughout the surrounding areas.
What To Know About Trusts
A trust is created by a grantor, who gives the property to the trustee for the benefit of the beneficiary. One of the key reasons people create trusts is to avoid the probate process, but there are many types of trusts that perform a variety of functions.
Trusts can fulfill tax planning goals, protect assets from lawsuits, provide for loved ones and even contribute funds for the care of a pet.
I can help you establish any type of trust, including:
- Revocable trusts
- Irrevocable trusts
- Living trusts
- Silent trusts
- IRA trusts
- Generation-skipping trusts
- QTIP trusts
- Pet trusts
Protecting Your Needs
With more than 30 years of experience, attorney Amy Fike Peters can draft trusts that protect your assets and reflect your wishes. She will work with you closely to gain an understanding of your needs, as they relate to establishing trusts as well as your overall estate planning goals.
Amy is also experienced in trust administration and can guide you through all aspects of that process.
Call Us About Trusts And Other Estate Planning Needs
If you wish to establish a trust in California, an experienced estate planning lawyer is here to guide you through the process. You can contact our law firm online or by telephone to arrange your initial consultation.