TRUSTS

TRUSTS

Trusts can be invaluable to the estate planning process. The team at the Law Office of Carolyn R. Brock has years of experience drafting ironclad trusts that can protect your assets or safely transfer assets to your heirs.


There are a number of ways that we use trusts:


  • Revocable Living Trusts – Assets go to your family after death without lengthy court delays. They are more private than going to the public probate court where you create a record of what you have (which could leave your family vulnerable).


  • Irrevocable Trusts – You turn ownership and control of an asset or assets over to a trustee. As you no longer own or have control over the asset, you can minimize estate taxes on the asset.


You can also use a trust to provide for a loved one with special health needs, or to support a beloved charity.

Get an Experienced Lawyer in San Diego to Help Set Up a Trust

We can look at your financial situation and get a good picture of your estate. Then we can discuss how a trust might work for you and your family in estate planning. If you are in the San Diego area and need someone to set up a trust for you, contact us to discuss the matter.

Schedule a FREE Consultation
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