Trusts -Advanced Planning
Protect Your Loved Ones with an Estate Plan
Creating the right estate plan can seem daunting since there is a wide range of Trusts available. That’s why you need an estate planning attorney who knows the laws and will design a plan that addresses your specific situation.
At Bay Area Estate Attorneys, we will address your concerns and provide recommendations with proven strategies. Together we will design a plan that incorporates the best documents for your family.
Trusts for Married Couples:
- Asset protection for the surviving spouse
- Reduce or eliminate estate tax
- Qualify for the unlimited marital deduction
- Provide income to the surviving spouse in second marriage situations or significant separate property
- Protect your children or beneficiaries from having their inheritance reduced or eliminated after your death
- Reduce estate taxes for a non-citizen surviving spouse
ASSET PROTECTION FOR BENEFICIARIES TO AVOID BANKRUPTCY, LAWSUITS, AND LOSING THEIR INHERITANCE THROUGH DIVORCE
Special Needs Trust
State and Federal laws allow special needs beneficiaries to receive certain types of benefits from a carefully crafted trust without defeating eligibility for government benefits. So Special Needs Trust enables you to provide money or property for the benefit of someone with special needs without disqualifying them from receiving governmental benefits.
There are many more planning techniques depending on your estate that we will address with you in person and design together.
