Placer Trust Lawyer

Years of Experience Protecting Families Throughout California

Our Popular Practice Areas:

Estate Planning
Wills
Trusts
Power of Attorney

Placer Trust Attorney

Many people have heard about the value of creating a will before passing away. A will ensures your loved ones are taken care of and that your final wishes are carried out. However, a trust is another way to protect your loved ones after you are gone.

A trust is a legal arrangement where the trustor, transfers property to the trustee. The trustee holds and manages the trust for the beneficiary. Trusts can be used for various purposes, such as providing financial support for children or loved ones with special needs, preserving a family business or estate, or even funding a charitable organization.

A trust is an essential component of an estate plan, and it is important to work with an experienced Placer trust lawyer to create a trust that meets your specific needs. At McCunn Law, we have extensive experience helping our clients create trusts, and we will work with you to ensure your trust is properly created and funded. We will also help you manage and administer your trust so that it can achieve its desired results. If you are interested in creating a trust, please contact us today to begin discussions with a Placer trust lawyer.

A California Trusts Lawyer You Can Count On

Our estate planning attorney, Drummond T. McCunn, can devise a plan which protects your loved ones in the event of your death or incapacity. For more information about our services, contact our firm online or call 916-250-3840 today.

Call (916) 773-6100

What Do Trust Lawyers Do?

The day-to-day duties of a trust lawyer vary depending on the type of trust being administered and the goals of the trustor. For example, a trust lawyer who is administering a trust for the benefit of a disabled child may be responsible for ensuring the child receives regular payments from the trust and that the child’s medical and financial needs are being met. A trust lawyer who is administering a charitable trust may be responsible for ensuring the trust’s assets are used for the charitable purposes designated by the trustor. In most cases, however, a trust lawyer’s duties will include:

  • Meeting with the trustor to discuss the trust’s purpose and goals
  • Drafting the trust agreement
  • Reviewing and approving accountings of the trust’s assets
  • Reviewing and approving distributions from the trust
  • Preparing tax returns for the trust
  • Advising the trustee on their responsibilities
  • Representing the trust in legal proceedings
  • Working with the trustee to resolve any disputes that may arise

What Are the Different Types of Trusts?

There are many different types of trusts, and the one that is most appropriate for you will depend on your specific needs and goals. Some of the most common types of trusts include:

  • Revocable trusts. A revocable trust, also called a living trust, is a trust that can be amended or revoked by the trustor at any time. Revocable trusts are often used to avoid probate, and they can be an effective way to transfer property to beneficiaries without having to go through the probate process.
  • Irrevocable trusts. An irrevocable trust cannot be amended or revoked by the trustor once it has been created, and it typically cannot be dissolved without the consent of the beneficiaries. Irrevocable trusts are often used for estate planning purposes, such as asset protection or estate tax planning.
  • Charitable trusts. A charitable trust is a trust that is created for the purpose of supporting a charitable organization. Charitable trusts can be either revocable or irrevocable, and they can be an effective way to support a cause that is important to you.
  • Special needs trusts. A special needs trust is a trust that is created for the benefit of a disabled person. Special needs trusts are typically irrevocable, and they can be used to provide financial support for the beneficiary without affecting their eligibility for government benefits.

What Should Be Included in a Trust Agreement?

The trust agreement is the document that creates the trust, and it should include all the information necessary to establish the trust and its purpose. The trust agreement should include:

  • The name of the trustor and the trustee
  • The date the trust was created
  • The names and addresses of the beneficiaries
  • A description of the trust property
  • The purpose of the trust
  • The terms and conditions of the trust
  • The powers and duties of the trustee
  • The distribution provisions of the trust
  • The terms of the trust’s termination

With the large number of types of trusts and the many different purposes they can serve, it is important to have a clear understanding of your goals before you begin the process of setting up a trust. A trust lawyer can help you identify the right type of trust for your needs and can guide you through creating the trust agreement.

Tips for Choosing a Trust Lawyer

When choosing a trust lawyer, there are several tips that you should keep in mind to solidify your decision:

  • Licensure. Make sure the trust lawyer you are considering is licensed to practice law in your state. Proper licensing is crucial because it means the lawyer you are working with is educated and qualified to provide legal advice in your state.
  • Experience with trusts. It is essential to work with a lawyer who has experience drafting trust agreements, reviewing and approving accounting, and representing trusts in legal proceedings.
  • Fees. You want to work with a lawyer who is upfront about their fees and who will not charge you for any additional services that may be required./li>
  • Client referrals. A strong lawyer will be happy to provide you with references from past clients who can attest to the lawyer’s experience and professionalism.

Choosing the right trust lawyer is an important decision, and you should take your time to find a qualified and experienced lawyer in trust law. At McCunn Law, our attorneys have experience drafting a variety of trust agreements, including irrevocable trusts, charitable trusts, and special needs trusts. We can help you identify the right type of trust for your needs and create a trust agreement that meets all your requirements.

If you are considering creating a trust, please contact our office today to begin a consultation. We would be happy to answer any of your questions and to help you get started on the process. We look forward to working with you soon.

Legal Assistance

The best time to seek legal assistance is when disputes are still only minor agreements. This gives either party the time to re-evaluate their actions and determine the next move without breaking the law or acting unfairly. Consulting with an attorney can provide the information they need to steer them down the right path. In some instances, clients ask us to mediate a dispute between landlord and tenant, so both parties can come to an agreement without the need for battling it out in a courtroom.

If you are a landlord or a tenant who believes your rights have been breached or you have been accused and your business or reputation is on the line, turn to McCunn Law. We help our clients to navigate even the most complex legal issues to arrive at the best solutions possible. Contact us today at 916-827-3427.

“McCunn Law is a high-quality and highly knowledgeable legal team. I went into a consultation regarding child custody and was extremely happy with the plan and ultimately the results of my case. They create a plan with the client’s needs and wants in mind. Drummond is also great working with regarding what kind of budget a client would be able to afford. If I have any more legal needs in the future this is the office I will use every time.”

Megan P.

“McCunn Law is a high-quality and highly knowledgeable legal team. I went into a consultation regarding child custody and was extremely happy with the plan and ultimately the results of my case. They create a plan with the client’s needs and wants in mind. Drummond is also great working with regarding what kind of budget a client would be able to afford. If I have any more legal needs in the future this is the office I will use every time.”

Megan P.

“McCunn Law is a high-quality and highly knowledgeable legal team. I went into a consultation regarding child custody and was extremely happy with the plan and ultimately the results of my case. They create a plan with the client’s needs and wants in mind. Drummond is also great working with regarding what kind of budget a client would be able to afford. If I have any more legal needs in the future this is the office I will use every time.”

Megan P.