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Establishing Trusts

Sacramento Attorney:
Establishing Your Trust

Once your lawyer and, if you have one, your accountant or financial planner have evaluated your situation and agreed that establishing a trust (revocable/living trust, irrevocable trust, A-B trust) is an appropriate way to protect your estate, there are two important steps remaining. Your attorney will draft the trust documents and assist the transfer of assets into the trust (a process referred to as "funding the trust).

When drafting a trust I never rely on "boilerplate" text. I find that many attorneys draft unnecessarily wordy and confusing wills and trusts. That practice has two dangers. People sign documents they do not understand and the documents do not address their specific situations. When I establish a trust, I use clear, simple language and make sure that my client understands and agrees with the terms.

Funding a trust involves creating and registering new deeds for homes, business properties, timeshares and other property to be transferred into the trust. If property is being transferred between parents and children, the parent-child exclusion form must be completed and filed. The trust may also need to be named in beneficiary designations on insurance policies and retirement accounts. From my offices in Sacramento, I handle transfer of properties in California, neighboring states and Canada on behalf of my clients.

At Michael A. Sawamura, Attorney at Law, in Sacramento, I handle all aspects of estate planning, establishing trusts and trust administration. As your lawyer, I will help you determine what instruments will help you meet your goals, draft documents that designed to hold up under the test of time and can handle all transactions involved in funding the trust.

If you would like to discuss establishing a trust or have another question about my firm, please call (916) 248-4465 or e-mail my Sacramento, California, office to arrange a consultation.

Michael A. Sawamura, Attorney at Law

My Sacramento law practice, Michael A. Sawamura, Attorney at Law, focuses on wills, trusts and estate planning law in addition to business law and corporate defense services. My clients include professionals, government employees, small businesses, blue-collar workers and national corporations.