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Specialized Trusts & Asset Protection Services in California

Trust & Asset Protection Services by Experienced California Lawyers

San Diego Law Firm's skilled, knowledgeable attorneys prepare and help administer all types of trusts. The cost depends on the services needed, but we are committed to providing excellent value to ensure your financial well-being and peace of mind. From our San Diego, California law offices, we handle specialized trusts, living trusts, wills, and and estate planning throughout California, including Riverside, Imperial, Los Angeles, and all southern California.

Basic Facts about Trusts

A trust is a legal relationship where one person holds any type of asset (such as money, stock, or real estate) for another person's benefit. Attorneys create trusts by carefully preparing legal documents. Ownership documents for assets (such as real estate, stocks, and bonds) are changed to show that the trust is the assets' owner.

Click links below for more information about
Trusts created by San Diego Law Firm:
Living trust

Part of every estate plan, it lets property be passed
to heirs without probate costs or tax liability.

Trust protecting
assets from creditors
Keeps ownership private using a family limited trust or a limited liability corporation owned by trusts.
Special needs trust
for disabled person

Lets a disabled person keep government benefits while receiving extra support for personal items.

Trust for family members

A grantor trust, personal residence trust, or life insurance trust can limit tax liability while passing assets to family members.

Charitable trust

Allows you to leave money to a charity upon death & receive a guaranteed lifetime payments and a current tax deduction. An added life insurance trust will let heirs still receive the full value of their inheritance.

How to Contact Us

For more information or an appointment, please call San Diego Law Firm at 619-794-0243, or, if you prefer, send us an e-mail at and an attorney from our office will contact you. Please note that making a phone call or sending an e-mail does not create an attorney-client relationship; this requires a written agreement. Please do not e-mail any confidential information to us until an agreement is signed; at that point, we can exchange confidential information freely.


 


 
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