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Living Trust Planning Option

The Living Trust Plan focuses on avoidance of Conservatorship in the event of incapacity, the avoidance of Probate at death, and maximizing the savings from federal estate taxation for married couples.  Restrictions on property left to a surviving spouse or partner, or children or other heir can also be accomplished with the Living Trust Plan.   Significant asset protection planing can be accomplished through the planning options chosen with the Living Trust Plan.

The Living Trust Plan includes the following legal documents:

1.   A custom-drafted Revocable Living Trust with that has many planning options such as:

  • Potential maximization of estate tax savings for married couples;

  • Asset protection planning for surviving spouse or partner;

  • Asset protection planning for children or other heirs.

2.   Pour-Over Will(s);

3.   Custom-drafted Advance Health Care Directive(s);

4.   Custom-Drafted General Durable Power(s) of Attorney;

5.   HIPAA Authorization Form(s);

6.   Assignment(s) of Personal Property;

7.   Certification of Trust;

8.   Marital Property Agreement for married couples.

9.   Personal Property memoranda
 


Planning for the Trust Plan is completed in three (3) steps:

  • Initial Consultation (1-2 hours)

  • Plan Design Meeting (1-2 hours)

  • Signing Appointment (1-2 hours)


 

If you are ready to proceed with a consultation, wish to attend a free living trust seminar, or wish to view a living trust seminar online, you can use these links:

Schedule an Estate Planning Consultation

Register for a Free Living Trust Seminar

You may also download my free estate planning brochure by using this link:

Download Consumer Guide

Don't have time to attend a seminar?   View my living trust seminar now:

 


Attorney Robert P. Bergman, Board Certified Specialist in Estate Planning, Trust and Probate Law, assists families in the San Francisco Bay Area with Estate Planning, Special Needs Planning for children and adults, special planning for retirement plan assets, and trust administration.

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