Trusts And Trust Administration

Why Establish A Trust?

A trust can be a powerful legal and financial instrument. Probate is known for being very expensive in California. A trust may allow your family to keep most or all of your estate out of probate. Setting up a trust can save your family time and money.

By creating a trust, you do not have to give up control of your assets or file federal gift tax returns. I will make sure the transition of your estate is as smooth as possible and you are able to retain control of assets through legal solutions such as:

  • Revocable and irrevocable trusts
  • Living trusts
  • Conservatorships
  • Probate
  • Elder law, including Medicaid planning
  • Probate
  • Durable powers of attorney
  • Advanced health care directives

The Law Offices of John C. Barlow in Simi Valley is a valuable resource for individuals and couples wanting to establish trusts and discuss related issues. I am John C. Barlow, an estate law attorney with more than 35 years' experience. I am available to answer your estate planning questions and help you design a trust to meet your needs.

Are You The Trustee?

So the time has come for you to administer a trust for which you are a trustee. Your parent or grandparent may be approaching the end of life or may have already died. In either scenario, you are wise to seek guidance and direction as you implement the provisions of the trust. You should know about timing, and what you can and should do both before and after your loved one passes away. You should know how to protect yourself from accusations of breach of fiduciary duty by anyone else with an interest in the estate.

Schedule A Consultation

Get personalized advice on trust administration or establishing a trust. Call 805-416-0097 or send an email inquiry to request your meeting with me, estate planning lawyer John C. Barlow.