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Updating Your Living Trust

Why should you consider updating your living trust every 2 to 3 years?

Are you updating your living trust every 2 to 3 years?  Trusts are powerful estate planning instruments that can help you protect and preserve your assets, provide for your loved ones, give to worthy causes and avoid unnecessary taxes. It is important for trusts to be funded adequately, organized properly and administered responsibly. Our firm can help you make sure your trusts meet your needs and the needs of those you care about.

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Some of our clients need to create new revocable or irrevocable trusts. You may need to update your living trusts because: 1) their needs have changed; 2) their existing trusts are missing something important; and/or 3) the law has changed in a way that impacts their trusts.

Working Strategically: Optimizing Current Trusts And Establishing New Trusts

At the law firm of Janathan L. Allen, APC, our lawyers work strategically with an international client base to establish new trusts and refine and update your living trust. Our estate planning and administration experience allows us to answer even the most complex questions about:

  • The difference between a revocable trust and an irrevocable trust
  • Portability clause trusts and federal probate code changes that may affect you
  • Moving an exemption from one trust to another
  • The impact of present and future federal exemptions
  • Special needs trusts that benefit loved ones who may have unique lifelong needs
  • Disclaimer trusts
  • Changes in later-life circumstances that create the need for more income
  • Leveraging charitable deductions
  • Changes in the value of a property
  • Family conflicts that can impact a trust
  • Changes in HIPAA laws that can affect a family member’s ability to give permission to doctors

Every situation is different. Our attorneys will be happy to assess your current trusts and evaluate other aspects of your estate plan.

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.

Main Office

16745 West Bernardo Drive, Suite 260
San Diego, CA 92127
Phone: 858-304-0947
Phone: 866-631-3470
Fax: 858-376-1410

San Diego Office

5720 Oberlin Drive
San Diego, CA 92121
Phone: 866-631-3470
Fax: 760-741-1410

Las Vegas Office

333 South Sixth Street, Suite 230
Las Vegas, NV 89101
Phone: 702-749-4430
Fax: 702-933-1748

San Diego Office

750 B Street, Suite 2610
San Diego, CA 92101
Phone: 619-702-8356
Fax: 619-923-8356

San Francisco Office

300 Montgomery Street, Suite 410
San Francisco, CA 94101
Phone: 415-481-0475
Fax: 415-762-1539

Phoenix Office

40 North Central Avenue
Phoenix, AZ 85004
Phone: 602-903-7018
Fax: 602-357-1655