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Developing A Trust You Can Depend On

One of the biggest mistakes people make in estate planning is assuming a trust and a will are the same thing. While these features of estate planning both distribute assets to beneficiaries, there is much more to trusts than you may think. Thankfully, you can rely on the guidance of an experienced trust attorney for more information and guidance.

At the Palm Desert Law Offices of Tecla M. Lunak, APC, you can develop a trust that is in compliance with California law while still maximizing the benefit the trust provides you and your loved ones. We can help you set up a trust that meets your unique needs.

How To Set Up A Trust

When you come to us to meet with a trust attorney, the first thing we will do is talk with you to identify what kind of trust will best help you with your estate planning needs. We can guide you through the various steps of creating a trust, including:

  • Completing the necessary documentation
  • Choosing a trustee
  • Take stock of your assets
  • Identify the trust you want (including revocable trusts, nonrevocable trusts, single trusts, joint trusts and living trusts)
  • Sign the trust in front of a notary

As we help you create your trust, we will be sure to oversee the process so that it leaves as little grounds for contestation as possible to give you peace of mind about the future.

Through a proper trust, you can decide when and how your beneficiaries receive their inheritance, and you may be able to minimize the tax liability they have in the process. Our trust attorney can help you review your options and choose the best course of action for your estate plan.

Let Us Help Build Your Trust

Having a trust is not just for wealthy individuals; anyone can benefit from it. Call our Palm Desert office at 760-621-6113 or email our lawyer here to schedule your initial consultation with us today to build a trust that protects your best interests.