Ventura Trust Lawyer

Ventura Trust Lawyer

Trusts are used in estate planning to help protect and designate assets upon your death. A trust is just one of many estate planning tools. For example, they can hold different kinds of assets like property, cars, and investment accounts. The most significant advantage of a trust is that your assets will not have to go through probate when you die, which means your heirs can inherit assets directly upon your death without a lengthy probate court battle. Do you live in Ventura county, California, and need help from a probate lawyer with a trust or other estate planning documents? The Hermance Law Estate Planning Office is here to help. We offer you a free consultation and quality legal services

What is a Trust?

A trust is a legal agreement that allows a trustee to hold and transfer estate assets to a beneficiary. In estate planning, trusts are generally used to protect assets and transfer them to beneficiaries after one’s death without having to go through probate. Trusts can also be used to legally and ethically help avoid estate and inheritance taxes on certain aspects of your estate, so your family is left with more after you’re gone. A trust allows you to keep your assets safe until the conditions under which you’d like them to be used come into existence.

Types of Trusts

A living trust—revocable trust—is created while you are still alive. This type of trust allows the transfer of assets to skip probate after you are gone. “Revocable” means the legal terms of the trust can be changed or altered while you are still alive. Most trusts are created as revocable or living trusts. A trust in which you cannot change terms after creation is called an irrevocable trust. Irrevocable trusts are created to transfer assets out of the estate. This allows you to protect assets from lawsuits and creditors and could also allow for a reduction in estate and inheritance taxes.

Benefits of Trusts in Estate Planning

There are many benefits to using trusts in estate planning. Mainly, they allow for a streamlined legal process to ensure your trust assets are distributed promptly to the beneficiaries you name. Spending time and money to set up trusts now could save your heirs time and money by avoiding probate later. Here are a few reasons to set up a trust using a probate lawyer today

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 law 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.

To Avoid Taxes 

Using a trust, you can legally and ethically avoid estate taxes and inheritance taxes as long as you’ve planned ahead when setting up your estate.

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 probate lawyer can help you set up your assets in a trust to get the Medicaid assistance you need later in life.

Why Do I Need a Trust Litigation Attorney?

Many tools can be used in the estate planning process, and everyone’s financial and personal situations are different. A free consultation with a probate attorney can help you figure out how to adequately plan your estate and protect your assets. However, a litigation attorney could become necessary in trust administration when disputes arise over who is the rightful heir or beneficiary of the trust. In this case, the attorney would help settle disputes over who created the trust, whether forgery was involved, or anything else that could present a legal challenge to the trust. We’re here to help you plan your estate so you can rest easy knowing your affairs are in order. Learn more in a free consultation.

Ventura Trust Lawyer

Experienced Trust Lawyers: Here for Your Comprehensive Estate Planning Needs

Hermance Law is an elder law practice that prides itself on building a solid attorney-client relationship with every person who walks through our law office doors in Ventura County or uses our virtual consultation. We want you to feel comfortable asking the big questions surrounding your legal issues and estate plan, so we can give you the answers you need and, ultimately, peace of mind. We offer flexible client scheduling and a family-friendly environment so you can make appointments with a probate attorney that works around your busy schedule without needing a babysitter. We’re here to practice law and help with your trusts or any other estate planning needs you may have, so contact us today for a free consultation.

Our Ventura county office is located at: 
4476 Market Street, Suite 602
Ventura, CA 93003

We are here to help you

Do you need assistance getting your Trust completed? We know it can be confusing and intimidating to start, don’t stress. We can help you get a plan in place and make sure your wishes are legally documented and that your family is protected, giving you peace-of-mind. To get started, call our office at (805) 518-9633, click below to schedule an appointment, or complete the form below and one of our team members will be in contact with you. We will help you determine whether a trust makes sense for your situation. You do not have to make these decisions alone.

Please complete this form and one of our team members will get in touch with you

Contact Us


4476 Market Street, Suite 602
Ventura, CA 93003
(805) 518-9633

2829 Townsgate Road, Suite 100
Westlake Village, CA 91361
(805) 518-9633

28015 Smyth Drive,
Valencia CA 91355

(661) 669-8472

1055 E. Colorado Blvd., Suite 500
Pasadena, CA 91106
(626) 709-2847

15615 Alton Parkway, Suite 450
Irvine, CA 92618
(949) 676-6016

26565 West Agoura Rd., Suite 200
Calabasas, CA 91302
 (818) 626-3543

Serving clients throughout California Virtually 

Disclaimer: The attorneys at Hermance Law, A Professional Corporation, are licensed to practice law solely in California and meets with clients by appointment only. Nothing in this website should be taken as engaging, or offering to engage, in any activities in any jurisdiction where those activities would constitute the unauthorized practice of law or would otherwise be unlawful or improper. The materials appearing on this Website are provided for informational purposes only and do not constitute legal advice. You should not take action based upon this information without consulting legal counsel. This site is not intended to create an attorney-client relationship. The hiring of a lawyer is an important decision that should not be based solely upon any single source of information, including advertising on this Website.

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