Your Reliable Partner For Trust Matters In Sacramento
It’s difficult to deal with the intricacies of property transfers besides the emotional challenges. You’ll have to go through the legal processes right after losing a loved one. You need well-crafted estate planning documents to alleviate these challenges and bypass the process.
Trusts have emerged as a preferred option among today’s estate planning solutions. If you seek guidance in navigating trust-related concerns in Sacramento, turn to CPT Law. We could be your trusted Sacramento Trust Attorney partners in California.
Why Opt For A Trust Attorney In Sacramento?
Untangling the complexities of trusts and estate matters often requires the guidance and expertise of a Trust Attorney. Their invaluable assistance becomes crucial in various scenarios, offering legal solutions tailored to your needs. Here’s what we offer:
Trust Creation And Drafting
Estate planning demands a personalized approach. Our Sacramento Trust Attorney services begin with a customized strategy for trust creation. Working closely with you, we understand your unique circumstances and goals to provide a comprehensive plan.
Whether you aim to safeguard assets, plan for the future, or minimize tax liabilities, we have the expertise to draft trusts that align with your objectives.
Trust Administration And Management
Assuming the role of a trustee carries significant responsibilities and legal obligations. Our Sacramento Trust Attorney services extend to trustees, offering guidance on effectively fulfilling their fiduciary duties with assurance and competence.
Our team assists trustees in navigating the intricate landscape of trust management, ensuring that the trust’s contents are managed according to the law and the trustor’s intentions.
Trust Dispute Resolution
When trust disputes arise, our Sacramento Trust Attorney services provide a robust legal foundation for addressing these challenges. Specializing in trust litigation, we support beneficiaries and other parties in safeguarding their rights and interests.
From contesting the validity of a trust to addressing allegations of trustee misconduct, our commitment lies in achieving a fair and equitable resolution.
Planning And Asset Protection
Beyond trusts, our Sacramento Trust Attorney services encompass comprehensive estate planning strategies. Collaborating with clients, we formulate holistic plans covering trusts, wills, powers of attorney, healthcare directives, and other crucial components.
Our goal is to offer you a well-rounded approach to safeguarding your assets, ensuring your family’s financial security, and minimizing tax obligations.
Elder Law And Special Needs
Our Sacramento Trust Attorney services extend to elder law and special needs planning. We guide families through the complexities of caring for elderly relatives or loved ones with special needs.
Leveraging our legal expertise, we establish trusts and legal frameworks to safeguard vulnerable individuals while preserving their government benefits and service eligibility.
Why Choose CPT Law As Your Trust Attorney In Sacramento?
Dealing with trusts requires proper understanding of trust administration intricacies, trustee fiduciary responsibilities, and potential probate challenges. At CPT Law, our seasoned professionals specialize in California, focusing on Sacramento trust matters.
Whether you need to establish a trust, serve as a trustee, or navigate disputes concerning trust management, we are here to offer the guidance and support you need.
Embark On Your Trust Journey With CPT Law!
At CPT Law, our primary goal is to alleviate the pressures and uncertainties that individuals often face in trust-related matters. We collaborate closely with you and your family to determine the most effective approach for your specific circumstances.
Our team of experienced Sacramento Trust Attorneys is dedicated to providing you with the legal solutions and peace of mind you seek.
For expert guidance and support in all matters related to trusts, estate planning, and elder law in Sacramento, don’t hesitate to contact CPT Law.
Request a Free Consultation
Call 916-354-6577
Or fill out the short form below.
- Your information is safe with us
- We respect your privacy
Why Choose California Probate and Trust, PC?
1 Free Consultation
Find out how our attorneys can help you create your estate plan (wills, trusts, power of attorney, Advanced Medical Directives) during your free consultation.
2 Flat-Fee Billing
No hourly bills; no surprises. Simple and easy-to-understand estate planning services.
3 100% Satisfaction Guarantee
We are so confident that you will have a great experience that if you are dissatisfied, we will refund your money and donate $100 to the charity of your choice.
4 Electronic Document Storage
We will provide free 12-month access to our online document storage.
5 VIP Administrative Assistant
We are here to serve you. If you need copies or scans, let us know. If you need legal documents emailed to a title company or insurance agent, we are here to help. Just ask. And the best part - it’s FREE!
6 Empathetic and Knowledgeable
Our team is passionate about helping Californians by providing compassionate legal counsel to guide them through life’s most difficult situations.
7 Family Legacy Strategy Sessions
Save time and money with a 60-minute Family Legacy Strategy Session. During this session, you can talk with an estate planning attorney about your goals and your estate planning options.
8 Free Calls for Life
Our team is always here to support and serve our clients. We answer calls, return messages and emails, and ensure you get the answers you need. This free service is part of the over-the-top service you deserve
See What Our Clients Are Saying on Google
Heidi O’Haver
Heidi O'Haver
Dana Beards
Dana Beards
Charlotte Silva
Charlotte Silva
James Chapman
James Chapman
Avoid Probate With A Trust
Looking for a "trust attorney near me?" A trust attorney can help estates avoid probate. Probate is a public process, so many families prefer to bypass it. It is also quite expensive. California law sets the statutory probate fees. This refers to the maximum amount personal representatives and attorneys can charge. Attorneys and representatives can charge up to 4 percent for the first $100,000 in probate. The fees go down as the amount increases. However, the court can decide the statutory fees if your estate is valued at more than $25 million. The high fees mean that your loved ones can end up spending thousands of dollars if you go through probate. Fortunately, using a trust can keep your estate out of probate.
Do You Need A Pour-Over Will If You Have A Trust?
Your trust attorney will help you fund your trust. However, if you don’t list all of the assets, they won’t go into the trust. You can protect your estate by having your trust attorney create a pour-over will. This document will allow the executor to transition any remaining property into the trust after your death. If you’ve accidentally left property out, the executor can add it to the trust as long as you create this document. Because the assets weren’t in the trust at the time of death, they will go through probate. Then, the executor can transfer and distribute them based on the terms of the trust. Ideally, you won’t leave any items out of the trust, and the pour-over will won’t be needed. However, it’s a powerful safety net to include in your estate plan in case you accidentally omit property.
Schedule A Case Review Click to Call
Changing The Terms Of A Trust
Your trust attorney can help you create a revocable living trust as opposed to an irrevocable trust. A revocable trust allows you to change the terms of the trust if you wish. You have the option of removing or adding beneficiaries, changing how the assets are distributed, and more. As long as you are of sound mind, you can make the changes during your lifetime. Many California residents enjoy the control a revocable trust provides.
Do You Need An Irrevocable Trust?
You also have the option of creating an irrevocable trust. You can only modify such a trust if you meet specific criteria determined by California law. There are some benefits of choosing an irrevocable trust. The trust is protected from creditors, meaning the assets are safe from legal judgments. The estate also won’t be subject to federal estate taxes if the assets are held in an irrevocable trust. Your California trust attorney can help you decide which option to choose.
