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Santa Clara Trusts Lawyer

Helping to Protect Assets With Trusts

There is often a connotation attached to trusts. Many people believe trusts are only for individuals with large estates and vast wealth. However, a trust may be beneficial for anyone in certain situations, regardless of the size of the estate. They are an effective way of protecting your assets for your beneficiaries and loved ones in the future.

At the San Jose office of Silicon Valley Elder Law, PC, we have extensive knowledge of all estate planning matters, including the use of trusts as part of a comprehensive estate plan. With nearly 15 years of estate planning experience, founding attorney Naomi S. Comfort guides our firm in offering clients straightforward advice regarding trusts. While we are committed to providing clients with compassionate, caring representation, we can detail the benefits and drawbacks of trusts and how they may be utilized in your specific situation.

Contact our firm today to further discuss asset protection with a Santa Clara trusts attorney.

Types of Trusts

A trust is a type of legal entity that allows you to protect assets, as well as minimize estate and gift taxes, while placing certain conditions on the distribution of the money and property in the trust. There are many different types of trusts that can be created. Each has a different goal and is designed to protect assets in order to be distributed to a specific party. Our firm confidently handles the creation and helps structure the funding of trusts, such as:

  • Revocable trusts
  • Irrevocable trusts
  • Life insurance trusts
  • Charitable trusts
  • Credit shelter trusts
  • Special needs trusts

Regardless of the type of trust that you choose, our firm can help you understand how they may all work toward accomplishing your goals, protecting your assets, and preserving your legacy for future generations.

Living Trusts

Our clients are often acquainted with traditional types of trusts, but are exploring the possibility of a living trust. This type of trust is a document that can take the place, in part, of a will. Assets are placed into the trust during your lifetime, and administered while you are still alive. The balance of the trust is then transferred to your beneficiaries upon your death. You can name yourself as trustee of your living trust, in order to maintain control over the trust.

Contact a San Jose Living Trust Attorney ∙ 408-883-3244

Call 408-883-3244 or e-mail the firm to schedule a consultation with an experienced California wills and trusts lawyer.

Contact Information

Silicon Valley Elder Law, P.C.
99 Almaden Blvd, 6th Floor
San Jose, CA 95113
Phone: 408-883-3244
Fax: 408-248-7822
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