Trusts -Advanced Planning

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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 

PROTECT YOUR LOVED

Our Reviews – Asset Protection

Due to life events, I was in need of Estate Planning, creating a family Trust, along with updating my Will… and I consider myself fortunate to have found Juile Sowards to do it all. I had a wonderful experience working with attorney Julie Sowards and her team at Bay Area Estate Attorneys.

Ms. Sowards’ firm not only sets up Trusts but also administers them after death. I found her firm to be very knowledgeable, kind, and pleasant to work with. The process was quick, smooth, and straightforward. I had delayed setting up a new Trust and estate plan following a divorce. Julie and her team provided an easy transition from my family trust to a separate trust to ensure my children are protected.

Ms. Sowards is also a tax expert and one of her many specialties is property taxes. Do yourself, and your family a favor before making any real estate transfers, deed transfers, or title transfers. Her firm can help eliminate or reduce any increase in property taxes even under prop 19, obtaining a home after a parent has passed.

Thank you Julie, and team for getting me squared away. Much appreciated.

Mike
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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.

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Our Reviews - Special Needs

I worked with Bay Area Estate Attorneys to get a Special Needs Trust established for myself. If the trust had not been written I wouldn’t ever be able to accept the settlement money at all without losing my benefits. I wasn’t advised of this before and having to figure that out for myself was a lot. Julie’s office did such an amazing job getting my trust set up for myself and ultimately my grand kids. She worked with me and the firm handling my settlement. Without her expertise I would be in a bad place and lost all I have for my grandbabies. I am so thankful she really had my best interest at heart.

Teppera Chesher-Lowery