How do I know if I need a trust in my estate plan?

As a California State Bar Certified Specialist in Estate Planning, Trust, and Probate Law, Jed Hazeltine applies his comprehensive knowledge and skill to explain trust options and tools available to you that will address your needs. He will also explain possible wealth transfer techniques that may be an option for you. Jed will guide you through the estate planning process so that you make fully informed decisions and determine the best choices to accomplish your estate planning goals, while taking into account the benefits, limitations, and consequences of each available option and strategy.

Most California estate plans include a trust because of the unique benefits and flexibility they offer in property distribution. However, there are various types of trusts, and the best option for you depends on your personal and financial circumstances, as well as your wishes and goals.