Pleasanton Revocable Living Trusts Attorneys Offering Skilled Trust and Estate Planning Services

A trust is often an essential aspect of an estate plan, prepared to protect your assets and minimize tax consequences. At Temmerman, Cilley & Kohlmann, LLP, a highly experienced Pleasanton revocable living trusts attorney will evaluate a clients’ needs and the type and value of assets that comprise an estate to determine whether a trust might be beneficial in the clients’ unique circumstances and what type of trust would be appropriate. We offer our trust and estate planning legal help to clients throughout Fremont, Walnut Creek, Danville, Santa Clara, San Mateo, Alameda, Contra Costa, Santa Cruz, Monterey, San Francisco, and other counties.

What Is a Living Trust?

A living trust is a written legal document, often created under the guidance of a San Jose trust attorney, in which the creator—known as the grantor, settlor, or trustor—funds the trust with real property, bank accounts, stocks, or any other assets. The trust is then administered during the lifetime of the grantor for their benefit. Generally, the grantor of a living trust is also the trustee in charge of managing the trust assets. This gives the grantor control over assets during their lifetime. A successor trustee should be named to manage the trust assets if the trustee becomes incapacitated or dies. After the death of the grantor, the assets in the trust are transferred to the trust beneficiaries.

Revocable and Irrevocable Living Trusts

A living trust may be amended or revoked at any time during the grantor’s lifetime, but becomes irrevocable upon the death of the grantor. Our San Jose trust attorneys find revocable living trusts to be beneficial for many clients because they help avoid court-supervised probate as well as conservatorships, while still giving clients flexibility and control over assets.

Irrevocable living trusts are created during the life of the grantor, but cannot be revoked after their creation. The goals of irrevocable trusts are generally wealth transfer, asset protection, and tax reduction. Depending on the client’s needs and circumstances, a San Jose living trust lawyer at Temmerman, Cilley & Kohlmann, LLP can prepare a wide range of trusts:

  • Bypass trusts
  • QTIP trusts
  • Charitable trusts
  • Generation-skipping trusts
  • Life insurance trusts
  • Spendthrift trusts
  • Special needs trusts
  • Asset protection trusts

Our team of certified estate planning specialists and public accountants fully analyzes your needs and estate to develop a highly personalized estate plan. Each experienced San Jose living trust attorney at our firm has significant expertise in the preparation of all types of trusts, as well as wills with pour-over provisions to fund testamentary trusts, powers of attorney, advance health care directives, and other estate planning instruments.

Seek expert estate planning assistance from quality Pleasanton Revocable Living Trusts Attorneys

The preeminent estate planning attorneys at Temmerman, Cilley & Kohlmann, LLP offer individualized, tax-sensitive estate planning and trust preparation, administration, and litigation services. A trust lawyer in San Jose is available to consult with clients at our offices — located at 2502 Stevens Creek Boulevard, San Jose, CA 95128 and 140 Town and Country Dr, Danville, CA 94526 — or at any other convenient location. Call our San Jose office at 408-290-7210 or our Danville office at 925-233-4399 or contact Temmerman, Cilley & Kohlmann, LLP online today.