Call us at
Home  »  Trust Attorney Law Firm in San Francisco
Trust Attorney Law Firm in San Francisco
trust attorney

Your Reliable Partner For Trust Matters In San Francisco!

Dealing with the loss of a loved one is an emotional journey often accompanied by intricate legal considerations related to property transfers. Having well-crafted estate planning documents is essential to alleviate the burden and sidestep a prolonged, costly probate process.

Trusts have emerged as a preferred option in the current landscape of estate planning alternatives. If you seek guidance in navigating trust-related matters in San Francisco, turn to CPT Law, your trustworthy San Francisco Trust Attorney.

Why Go For A Trust Attorney In San Francisco?

Navigating the complexities of trusts and estate matters often needs the guidance and expertise of a Trust Attorney. Their invaluable assistance becomes crucial in various scenarios, offering tailored legal solutions to meet your needs. Here’s what we offer:

Trust Creation And Drafting

In estate planning, a one-size-fits-all approach doesn’t suffice. Our San Francisco Trust Attorney services commence with a personalized approach to trust creation. We collaborate closely with you to comprehend your unique circumstances and objectives, providing a customized plan. 

Whether you’re looking to protect assets, plan for the future, or minimize tax liabilities, we possess the expertise to draft trusts aligning with your goals. 

Trust Administration And Management

Serving as a trustee involves significant responsibilities and legal obligations. Our San Francisco Trust Attorney services extend to trustees, offering guidance on fulfilling their fiduciary duties with confidence and competence. 

Our team assists trustees in navigating the complexities of trust management. So, we ensure that the legal process adheres to the law and the trustor’s wishes.

Trust Dispute Resolution

In instances of trust disputes, our San Francisco Trust Attorney services establish a robust legal foundation to address these challenges. Specializing in trust litigation, we support beneficiaries and other involved parties to protect their rights and interests. 

Whether contesting the validity of a trust or addressing allegations of trustee misconduct, we are dedicated to achieving a fair and equitable resolution. 

Estate Planning And Protection

Beyond trusts, our San Francisco Trust Attorney services encompass broader estate planning strategies. We collaborate with clients to formulate comprehensive plans that include trusts, considering wills, powers of attorney, healthcare directives, and other critical components. 

Our goal is to provide a holistic approach to safeguarding your assets. We work at our best to ensure your family’s financial security and reduce tax liabilities.

Elder Law And Special Needs Planning

Our San Francisco Trust Attorney services extend to elder law and special needs planning. We assist families in navigating the complexities of caring for elderly relatives or loved ones with special needs. 

We establish trusts and legal frameworks that protect vulnerable individuals by leveraging our legal expertise in this area. And while doing this, we preserve their eligibility for government pros and services.

Why CPT Law As Your Trust Attorney In San Francisco?

When dealing with trusts, understanding the intricacies of trust administration, the fiduciary responsibilities of trustees, and potential probate pitfalls is crucial. At CPT Law, our team of experienced professionals specializes in California, especially San Francisco trust matters. 

Whether you need to create a trust, serve as a trustee, or face disputes regarding trust management, we are here to provide you with the guidance and support you need.

Start Your Trust Journey With CPT Law Today! 

At CPT Law, our primary goal is to alleviate the pressures and uncertainties most people face in trust-related matters. We collaborate closely with you and your family to determine the most effective approach for your circumstances. 

Our team of experienced San Francisco Trust Attorneys is committed to providing you with the legal solutions and peace of mind you need. 

For expert guidance and support in all matters related to trusts, estate planning, and elder law in San Francisco, don’t hesitate to contact CPT Law.

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

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.

Questions or Schedule An Appointment? Click to Call