Families can be complicated — both those we are born into and those we create. No matter how loving, supportive, and healthy our familial relationships are, certain scenarios can bring about high tensions and hurt feelings. Death is often among those more trying times. The best way to leave your family in harmony is to plan your estate well in advance. Loew Law Group is here to help you create a comprehensive estate plan in San Mateo. That way, your loved ones will have the guidance they need to navigate your loss. If you need assistance drafting important estate planning documents, such as a trust, contact our experienced San Mateo estate planning lawyer today.
About Our Wills, Trusts, and Estate Planning Services
Our attorneys are well-prepared to help you navigate the estate planning process, including the development of a revocable trust and last will and testament. With these documents, we can help you craft a list of instructions for how your estate should be handled after your passing.
An estate plan typically covers issues like the distribution of property and assets and the payment of your final expenses and debts. Our estate planning attorneys will help you identify and detail aspects of your documents that align with your wishes.
With our services, the ultimate goal is to support you as you make decisions that will lessen the burden put on your family after your death. We will even help you craft a plan for your family to use if you become incapacitated in old age. Allow us to help you identify and designate a trusted individual to make decisions on your behalf.
Types of Trusts
A trust is an important legal document that can be included in your estate plan and can be used to protect your financial assets from creditors and control assets after you pass. There are various types of trusts that can be used within your estate plan, including the following:
- Revocable trust
- Irrevocable trust
- Asset protection trust
- Charitable trust
- Special needs trust
- Spendthrift trust
- Totten trust
A knowledgeable estate planning attorney can sit down with you to discuss which trust works best for you and your family.
We Will Be There When Trust and Estate Disputes Go to Court
Unfortunately, even seemingly iron-clad estate plans can cause legal disputes. When that happens, our attorneys provide litigating services as well. All trusts and will disputes must be handled in court, so you must choose a San Mateo lawyer who can draft and execute legal documents and represent you in the courtroom.
Trust and estate disputes can take many forms. Some of the more common scenarios we see include:
- Modifying a trust instrument so that the decedent’s wishes are fairly carried out
- Handling allegations of estate mismanagement
- Discovering whether a trustee has breached his or her fiduciary duties
- Handling allegations that an heir was unfairly excluded from a trust or will
Any one of these issues can quickly become complicated and drawn out. You want an attorney on your side who has been there before and can defend your best interests.
Professional Support for Your Trust Administration Duties
If you have been designated as a trustee, you know that the responsibilities can be difficult. Our attorneys are here to support you every step of the way. We can interpret legal documents to examine whether you are managing the trust in the way the settlor intended or not.
Managing a trust is a big responsibility, and it’s likely not your only one. We will be there for you as you deal with other parties, such as creditors, beneficiaries, and more. If any issues or disputes arise, we will step in to offer experienced legal guidance.
Trust that our attorneys are well versed in all of the related laws and codes, including the California Probate Code. We have helped countless clients in situations just like yours.
Contact Loew Law Group in San Mateo
You can count on our attorneys to work efficiently and craft a detailed plan with your preferences. We are dedicated to helping you prepare for the future.