San Diego Revocable Trust and Estate Planning Attorney
A revocable trust can be useful for taking assets out of your personal estate and protecting them from certain kinds of taxes and other losses. They can also be an effective, highly structured vehicle for providing something for the next generation while leaving other options open for the future.
A revocable trust is just like it sounds. As the originator of the trust, you can make changes to the trust until your spouse dies. This is not the case with irrevocable trusts, which provide less control over the assets in the trust once it has been established. An experienced estate planning lawyer can help you understand whether a trust is appropriate for you.
Safeguarding What Matters To You
Janathan L. Allen, APC helps clients protect what matters most to them, including their families, their assets and their businesses. We work with individuals, married couples and domestic partners to execute the complete estate plan that will address not only the issues of wealth transfer and estate planning, but also asset preservation, liquidity, risk management, education and retirement funding, and charitable and philanthropic inclinations. We can work with you to leverage trusts such as:
- Living trusts
- A-B trusts, or marital trusts, which become irrevocable for the surviving spouse upon the death of the first spouse
- Life insurance trusts
- Special needs trusts that benefit loved ones
A revocable trust provides protections for property and assets while allowing them to be managed for the grantor’s benefit. In a revocable trust, assets and property can be moved in an out of the trust based upon the needs of the grantor. Every situation is unique. Trusts are highly customizable.
Contact Us To Learn More About Allen Barron's Services
For more information or to discuss your tax, legal and accounting needs contact Allen Barron or call 866-631-3470 for a free and confidential initial consultation. Learn about the importance of integrated business strategy and coordination across legal, tax and accounting systems.
Offices of Allen Barron, Inc.
16745 West Bernardo Drive, Suite 260
San Diego, CA 92127
5720 Oberlin Drive
San Diego, CA 92121
333 South Sixth Street, Suite 230
Las Vegas, NV 89101
750 B Street, Suite 2610
San Diego, CA 92101
300 Montgomery Street, Suite 410
San Francisco, CA 94101
40 North Central Avenue
Phoenix, AZ 85004