Calabasas Trust Lawyer
Calabasas Location

Trust Lawyer in Calabasas, CA

You probably already know that you need an estate plan. Whether you’re reading this because you’re starting from scratch to create your foundational plan for the very first time or need to review and revise your existing documentation, a Calabasas trust lawyer can help you make sure you’re setting up your future plans with a thorough approach.

Schedule your free estate planning consultation today.

Overview of What A Trust Is:

To put it simply, a trust is a kind of legal relationship in which one party (known as the trustor or grantor) gives legal ownership over an asset (property, money, etc.) to another party (known as the trustee). The trustee uses these rights to manage the asset on the behalf of a third party (known as a beneficiary).

A trust allows you to keep your assets in a safe space until the conditions under which you’d like them to be used come into existence.

Reasons for needing a Trust:

There are lots of reasons that your estate planning should include a trust as one of the tools you use to ensure that your assets are managed in the way you wish after you have passed.

The following are some of the most common reasons:

  • Protecting and competently managing assets for an underage beneficiary until they are old enough to do so themselves
  • Keeping trust assets safe from probate
  • Maintaining privacy for family assets and how they are distributed
  • Ensuring a clear and efficient line of succession for business-related assets
  • Managing asset distribution in a way that allows a spouse or dependent access to needs-based, means-tested public programs
  • Creating a clear plan for long-term stability for a disabled dependent during special needs planning

Trust-based Estate Planning. Why it can help:

When you have entered into an agreement for trust administration, you can rest assured that your assets will be managed to your specifications. Trust-based estate planning takes the guesswork out of what will happen upon your incapacitation or death, giving you peace of mind and clarity. Through a carefully managed trust, your assets can even grow, giving your beneficiaries an increased benefit in the future.

Above all, the benefit of trust-based estate planning is clear control that eliminates many of the frustrations and confusions that can happen when a person dies without a clear plan for their estate.

Here are a few reasons to set up a trust.

To Avoid Probate

By avoiding probate using trusts, you could save your heirs time and hassle after you’re gone. By using trusts, you are protecting assets as they are directed to your named beneficiaries without going through the court in the probate process.

For Privacy 

Using a trust can avoid making your financial affairs public record in probate court. Trusts are a private way to ensure your beneficiaries get the assets you intend for them while avoiding the scrutiny of probate.

For Medicaid Asset Protection

Medicaid is often used later in life for long-term care solutions like assisted living or nursing home fees. Your assets need to be under a certain threshold to qualify for Medicaid care. A qualified elder law attorney can help you set up your assets in a trust to get the Medicaid assistance you need later in life.

What Does a Calabasas Trust Lawyer Do?

You may be wondering if you need an estate planning lawyer in order to set up a trust.

There are many different kinds of trusts, and each one comes with its own set of pros and cons that may or may not be right for your specific situation.

Our Calabasas trust attorneys will give you the added security of knowing that you’ve carefully considered each potential arrangement and chosen the legal services and estate planning tools that best fit your intentions and goals. You can also make sure that any unusual details or complexities of your particular estate are accurately accounted for in the plan.

When Should You Contact a Calabasas Trust Lawyer?

It’s never too soon to start estate planning. Unfortunately, the future is never completely predictable, and those who die or become incapacitated before creating an estate plan will have little say over how their assets are managed. Some worry that an estate plan they make now might not be sufficient in the future, but the plans you put into place now can be amended and adjusted for any future changes to your estate.

Get in touch with one of our Calabasas trust attorneys as soon as you are considering setting up a trust for your estate plans. This will give you the most time to ask questions and get the answers you need to make informed decisions. You can ask any questions you have now by calling for a free consultation.

How Can a Trust Lawyer Help You?

A trust attorney can make the process of setting up a trust, considering who should manage it, and ultimately getting your estate plan in order easier, more efficient, and less time-consuming.

Services We Offer In Our Calabasas Trust Lawyer Office

We are here to help you

No two families are the same, so no two estate plans will be.

To discuss your custom California estate plan strategy, contact us. Let’s chat. We assure you that you will be able to communicate openly with us in a no-cost consultation, whether in English or Spanish.

Click below to schedule an appointment, or complete the form here. A member of our estate planning team will contact you!

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Based on 119 reviews
Matt Morrisset
Matt Morrisset
Efficient, knowledgeable, patient, attention to detail, straight forward pricing, flexible scheduling are some of the words I would use to describe our experience with Jennifer at Hermance Law . The team made what seemed to be a daunting task, easy and we now have the piece of mind that are our future and our children's future is better planned and simplified.
Andy Wombwell
Andy Wombwell
We had a great experience with Hermance. Jennifer explained everything and made the process easy for us. We’re very glad we worked with her!
Sydney Robertson
Sydney Robertson
I worked with Jennifer to set up my trust and will, and found the process to be smooth and thorough. Jennifer was quick to respond to my questions, gave me good information so that I could make informed decisions, and handled the paperwork efficiently. I strongly recommend Jennifer Romero and Hermance Law for your estate planning.
Thomas Lyon
Thomas Lyon
I reached out to Hermance Law to update my estate plan. Jennifer Romero and the other staff at Hermance are terrific. True professionals. I encouraged other family members do the same. We all now have the comfort and security of complete estate plans.
Tim H
Tim H
I had a great experience with Jennifer Romero at Hermance Law. I went into the consultation with no expectations or knowledge of the process for establishing a Trust and was very impressed and comfortable through the whole process. Jennifer was very receptive, knowledgeable and understanding of my questions and we were able to get it done in an efficient manner. Once everything was signed, I was given clear actionable directions that allowed me to take care of "my side" of things and I'm happy with the outcome. For anyone that is unsure if they need estate planning, I encourage you to attend one of their free informative classes. I didn't need to after my first call, but you won't regret it if you're on the fence.
Gina Saucedo
Gina Saucedo
Hermance Law Estate Planning along with Jennifer Romero was very convenient, easy and affordable
Angela Ruiz
Angela Ruiz
Thank you for all you help and explaining everything to us along the way.
Destiny James
Destiny James
The estate planning workshop was well organized and informative. All questions were well received and answered. At the end there was transparency with pricing if you moved forward with estate planning. All staff in the office were friendly.
Adriana Melling
Adriana Melling
Excellent workshop! I highly recommend!
Erika Henderson
Erika Henderson
This workshop was really helpful for my mom to see the benefits of a living trust. She is excited to get started with Hermance Law!


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Find An Office Location Near You

We understand that this can be overwhelming. Family estate planning forces uncomfortable conversations about preparing for unfavorable eventualities. Rest assured that we are as empathetic as we are knowledgeable.

Find us in Ventura, Westlake Village, Valencia, Pasadena, Calabasas, Santa Clarita, and Irvine, or connect with us virtually.

Frequently Asked Questions

How are assets transferred to a trust in Calabasas, CA?

You can transfer financial assets to a trust by contacting the financial institution that holds those assets. In most cases, you must provide them with the Certificate of Trust document. For other assets like real or personal property, you should consult our trust lawyers for guidance.

How does a trust benefit me?

Trusts can help you:

  • Avoid probate and probate litigation
  • Reduce estate taxes
  • Avoid legal issues down the road
  • Speed up asset transfer to your beneficiaries

Ask a trust lawyer whether a trust makes sense for your estate plans.

What is probate?

Probate is the process of carrying out your will and handling your estate once you pass away. An executor fulfills this process, and some of their duties include appraising your property, paying off your debts, and distributing your assets to beneficiaries. Probate can be overwhelming and time-consuming and can be avoided by establishing an air-tight trust.