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Wills & Trusts

Experienced California Wills and Trusts Attorney Secures Your Legacy

Comprehensive plans to protect your family’s future

Wills and trusts are the principal legal instruments attorneys use to help clients transfer assets to their heirs. Ronald Peck can advise you on the best means for you to address your legacy concerns, including the transfer of financial and real property assets, guardianships for minor children, and support for philanthropic causes. I draft precise wills that reflect your desires and establish various types of trusts that serve your estate planning needs.

Draft your living will and last will and testament

A living trust and/or will is essential at every stage of your life. An advance directive sets the parameters for medical intervention should you become incapacitated. This assures that when you are most vulnerable, your wishes will be honored.

Your living trust and/or your last will and testament provides the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death. A living trust and/or will is the primary means by which you can leave property to a person or entity other than a blood relative, such as a domestic partner, a friend or a charity. If you die without a will, the court determines how your property is distributed, who cares for your children and even what happens to your pet – making decisions that might not reflect your desires. I draft valid living trusts and wills that clearly convey your intentions.

Changing your will

It is a good idea to review your living trust and will with your attorney every five years, and update the trust or will to reflect changes in your circumstances and priorities. I draft valid trust amendments and codicils that address changes in your financial situation, marital status, number of children, philanthropic interests and general lifestyle decisions.

Trusts specially tailored to meet your estate planning goals

Depending on your financial circumstances, a will may not be the best way for you to transfer assets to your heirs. Trusts, legal entities you create to hold and transfer your property, can shield your wealth from the cost of probate so your heirs can keep more of what you bequeath to them. I can help you select the type of trust instrument that addresses your legacy concerns, such as:

  • Revocable trusts. As the grantor, you can retain control of your assets and may revoke or revise the trust at any time.
  • Irrevocable trusts. Once you establish this kind of trust, its assets no longer belong to you, and you can’t amend the trust without your beneficiary’s consent. However, appreciated assets are not subject to estate taxes.
  • Credit shelter trusts. Also called a bypass or family trust, this allows a grantor to place enough wealth in the trust for heirs that the remainder which the grantor passes on via a will does not trigger estate tax. The assets in the credit shelter trust are also not subject to estate tax.
  • Irrevocable life insurance trusts. This trust removes a grantor’s life insurance from the taxable estate. It’s an excellent way to leave a tax-free legacy to loved ones.
  • Qualified terminable interest property trusts. A QTIP trust helps grantors in second marriages provide for the lifetime needs of a second spouse while preserving a legacy for children from the first marriage.

Trusts are very flexible instruments. I can help you create an instrument that addresses your unique estate planning needs.

Contact a meticulous estate planning lawyer in Hayward

Ronald Peck serves clients in Hayward and throughout Alameda, Contra Costa, and Santa Clara Counties and the East Bay Area. Call 510-581-6611 or contact my office online to schedule a consultation at our Hayward office.

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Our Office
  • Hayward Office
    1260 B Street
    Suite 350
    Hayward, California 94541-2935
    Phone: 510-581-6611
    Fax: 510-581-6174