SACRAMENTO TRUST ATTORNEY

At Klosek Law Offices, located in Sacramento, CA, we employ a team well-versed in estate planning. Our living trust lawyers can provide legal assistance and help you draft a revocable trust suited to your needs.  

The Importance of a Trust in Estate Planning

 

If you want to protect your hard-earned wealth and ensure that it goes to the right people when you pass away, estate planning is crucial. Among the most important documents in a proper estate plan is a revocable trust (also known as a living trust or revocable living trust). Wills can be a substitute for a living trust, but the problem with creating a will is that you have to probate it (meaning going to probate court is required to carry out the instructions provided in a Will). 

For any living trust, you will have to make important decisions, including who you designate to manage your trust (called a trustee) in the event you are incapacitated or deceased. The Trustee is responsible for managing the trust assets and ensuring that they are eventually transferred to your beneficiaries.

A living trust effectively bypasses the probate process, so that the transfer of your assets can go much more smoothly.

Living trusts are the foundation of most of the estate plans we draft for clients, and during our consultation, we will discuss the different trust structures available (including the pros and cons of each approach), and ultimately provide our recommendation. You can rest assured that varying living trust structures will be explained so that you understand your estate plan. A last will and testament will end up in probate court – which is time-consuming, expensive, and stressful for grieving family members. 

Some of the benefits of a living trust include:

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Protecting Your Privacy

Unlike wills, trusts are private documents that don’t become part of public record.

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Giving You Peace of Mind

If you ever become incapacitated or ill, your successor trustee can manage your affairs free of court intervention. Conservatorships (commonly referred to as guardianships for adults) may become necessary without a proper estate plan. A living trust can ensure that the probate court does not have to intervene and appoint someone to manage your financial affairs, or make healthcare decisions.

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Saving You Money

With a revocable trust, you can avoid probate expenses and have better protection against potential contests by family members – which can also save your estate money.

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Avoiding Medi-Cal Reimbursement

With a living trust in place, even if you go on Medi-Cal, and receive long term care, you won’t have to worry about Medi-Cal seeking reimbursement for healthcare expenses upon your death if your property is in a living trust.

Do I Need to Hire an Estate Planning Attorney in Sacramento, CA?

Estate planning is a complex legal process, especially when a trust is involved. Your will and trust lawyer can recommend a specific plan of action that meets your special needs. Your attorney can also help you maneuver around probate law or business law if the need arises.

Will and trust lawyers also provide other forms of legal assistance to clients, like:

  • Regularly reviewing your estate plan to make necessary revisions
  • Establishing a durable power of attorney and advance health care directive (also known as a medical power of attorney or health care power of attorney)
  • Handling trust administration for clients
  • Managing the payment of estate-related bills, debts, and taxes
  • Collecting all required legal documents and sending them to the right parties.
Notary public in office stamping trust document

Contact Our Estate Planning Law Firm for a Free Consultation

When it comes to trust and estate planning, our experienced attorneys at Klosek Law Offices have the knowledge and experience you require, having served countless clients in the Sacramento, CA, area over the years.

Now you have no need to Google “living trust lawyers near me” if you’re in the Sacramento area. Just call us! If you want to discuss your options involving trust administration, and estate planning please contact us for a free consultation at our Sacramento law offices. Our trust and estate planning attorneys are ready to serve you.

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