Revocable Living Trusts
How a revocable trust works and what the document should address.
Learn more →Living trust planning for Tarzana homeowners and families.
A living trust attorney helps design the trust terms, coordinate the trust with wills and incapacity documents, and identify how assets should be titled or designated so the estate plan works as intended.
Tarzana estate planning often centers on a family residence, long-held property, children or grandchildren, retirement assets and the practical choice of a successor trustee. An effective trust plan should be understandable to the people who will eventually have to administer it.
A trust should be drafted for the people who will have to use it—not only for the day it is signed.
No. California law governs the trust issues. Local planning differences usually arise from the family’s property, business interests, asset values, ownership structures and practical needs.
California real estate is commonly transferred to a revocable living trust by recorded deed. The particular deed, ownership and property-tax consequences should be reviewed before transfer.
Bring any existing will or trust, deeds, a general asset list, beneficiary-designation information, and the names of people you are considering as trustees, agents and beneficiaries.
How a revocable trust works and what the document should address.
Learn more →Update an older trust after family or financial changes.
Learn more →Coordinate the trust with a will and incapacity documents.
Learn more →Contact Sirkin Law Group, PC about creating, reviewing or updating a California living trust.