Meeting Estate Planning Needs For Clients Throughout Southern California
A living trust is the heart of estate planning and it empowers you to control over how the money is distributed to heirs and beneficiaries — including yourself. One major benefit is that the assets, when properly funded, are not required to pass through the probate process upon the death of the estate holder. Under terms of a trust, you are allowed to establish the conditions of the trust regarding investing income and distributing assets to heirs and beneficiaries. Administering the trust will be the responsibility of an independent trustee, whom you appoint when setting up the trust. For our free guide on “7 major mistakes to look for in your living trust,” click here.
My name is attorney Ahmed Shaikh. I am a California State Bar certified specialist in the area of estate planning, trusts and probate. My clients include individuals, families, businesses and nonprofit organizations across a broad spectrum.
A trust is a great place to put significant life insurance proceeds, to ensure the money will remain available for retirement or to be passed on to future generations.
From my office in Tustin, I represent clients in Orange County, Los Angeles County and Riverside County. From wherever you are in Southern California, call toll free 866-403-5294 or contact me by email to arrange a free initial consultation with an experienced Orange County living trust attorney. If you just want more information, you should check out our free report, 7 Major Mistakes to look for in your living trust, by clicking here.
Revocable And Irrevocable Living Trusts
These plans can be set up as revocable or irrevocable. Under terms of a revocable living trust, you maintain control of dissolving the trust and withdrawing your assets. Because the money never really leaves your ownership, it is taxed differently than an irrevocable living trust, in which you forfeit personal ownership and, therefore, personal tax responsibility for the trust earnings until the money is distributed.
No drama — just sound legal advice and personalized service.
No matter how complex your estate holdings may be, you don’t need a lawyer to add drama to your life. I will take a calm, reasoned and professional approach to helping you develop and implement an effective strategy for protecting your assets through a trust.
Learn more about my complete range of services at these information pages:
Let’s Start With An Initial Consultation
Premium service begins even before you retain me as your attorney. We will begin with a sound review of your financial circumstances, asset holdings, income flow and your long-term goals. You won’t fill out any forms or sign anything. With full information in hand, I will take the time necessary to review your situation and propose an effective strategy, which may include establishing a living trust to help you avoid unnecessary taxes on your assets. In short, my law firm will do all of the work for you.
Call me toll free at (866) 403-5294 or tell me what your needs are in an email. I will respond as quickly as possible to arrange an initial consultation.
*Certified by the State Bar of California Board of Legal Specialization