Revocable Trusts

California Revocable Trust Attorneys

A revocable trust can be established to provide for asset management and wealth transfer at death. Commonly known as living trusts, these vehicles can avoid the need for court intervention at disability and death in the form of conservatorships and probate. The use of trusts can also provide for delayed distributions to young beneficiaries, while providing for quick distributions to other beneficiaries. A revocable trust is typically formed so that the person setting up the trust can control the trust during his/her lifetime. The person setting up the trust is called the “settlor”, but is also sometimes referred to as the “grantor” or “trustor”.

The settlor can also alter, amend, modify or completely revoke the trust during his/her lifetime. Jones & Kindelan has been advising clients in matters in involving revocable and irrevocable trusts for many years. We understand the many uses of trusts and how to establish and administer trusts to achieve different objectives.

Call us at 858-259-8221 for a free initial telephone or e-mail consultation. An attorney can discuss your goals and types of trusts that could help you achieve those goals.

The Revocable Trust as Your Alter Ego

Typically, the person establishing a revocable trust retains full authority of its management and operation. Such a trust offers flexibility and the opportunity for the Settlor to alter, amend, modify or revoke the trust to reflect changing family and financial needs.

The lawyers at Jones & Kindelan can draw up trust documents and take all measures needed to establish, fund, and administer your trust. As your family or financial situation change, we can adjust the structure or terms of the trust to account for those changes. The trust can be "updated" in this way — to achieve your current goals and needs at the present (and not as they existed at some point in the distant past). The trust is in effect your alter ego.

Our experience in all types of trust matters is deep and wide. Jones & Kindelan can examine your situation and create the trust documents that can preserve your wealth, minimize taxes, provide for your family, and accomplish any number of other goals.

We look forward to serving your needs. For a free initial telephone or e-mail consultation with Jones & Kindelan, LLP in San Diego, California, call 858-259-8221 or contact us online.