Helping Clients With All Aspects Of A Trust
Trusts are not just for the rich and famous. Anyone can take advantage of them to advance any number of goals. You can utilize a trust to avoid expensive and invasive conservatorship proceedings in the event of your incapacity. Through a carefully crafted trust, you can avoid probate proceedings. Additionally, certain trusts can minimize or eliminate estate taxes. As with all aspects of estate planning, trusts must be closely tailored to fit your specific needs. The many areas of your life – your family, property and long-term goals – are like unique building blocks. An integral part of the process is uncovering all these important pieces of your life, determining how they will fit into your future and strategizing the best way to protect them.
Appreciating Life’s Complexities
At The Law Office of Theresa L. McConville, we assist clients with developing tailored trusts to protect their goals for the future. We strive to effectively meet each client’s needs for the long term. Our lawyer draws on more than 40 years of experience to provide personal and attentive counsel.
We appreciate that each person’s life is far more rich and complex than one might imagine at first glance.
When you consult with us for legal guidance, our Ventura County law firm will take the time to sit down with you and learn about the many unique aspects of your life. We can readily advise you on any type of trust and help you determine which type is the best fit for your situation, including the following:
- Revocable living trust: This is a flexible type of trust that can be readily changed. It is effective for protecting your assets and wishes.
- Special needs trust: This type of trust is an important way to provide for a loved one with special needs.
- Pet trusts: You can establish a special kind of trust to ensure your pets are well-cared for.
Many people do not realize that the time, expense and hassle of probate can be avoided through the use of a trust. The time and expense of setting up a trust are minimal compared to the high costs of complicated probate proceedings.
Make Establishing And Administering A Trust Easier
We can help you determine whether a trust is a right tool for minimizing your estate taxes, avoiding probate and preserving your wishes. To arrange a consultation, call our office in Camarillo, California, at 805-910-7905 or contact us online. If you decide not to proceed after consulting with us about estate planning services, you will not be charged for the initial consultation. If you do elect to proceed, we handle estate planning matters on a reasonable flat-fee basis.