Jump to Navigation
Sacramento Estate Planning Attorney

Trusts Archives

Why create a trust while living in Sacramento?


Sacramento is the perfect city to settle down, start a family, open a business or retire. In the midst of all these crazy life decisions, it would be unwise to forget about estate planning tools at your disposal, such as wills or trusts. Once settled in a city like Sacramento, it is likely the perfect time to begin estate planning to address the what ifs. Here is why becoming the trustor of your estate plan is not such a bad idea.

California court finds trustee used undue influence over trustor


When a California woman died last year at age 91, her caretaker was left in control of her assets. The caretaker, now 63, met the woman in 2002 when she was recovering from surgery in an Orange County care center. When she left the facility and went home in 2003, the caretaker continued to visit and provide care for her.

Advantages of a California living trust


The living trust has become a popular estate planning vehicle for many California residents. A trust is a legal arrangement in which property is transferred to a trustee, who manages the property for the benefit of the persons named as beneficiaries in the trust document.

What are the advantages of a special needs trust in California?


The basic concept of a trust is very versatile and can be adapted to accomplish a number of goals. One of the most useful forms of trust for California residents is the special needs trust, which is designed to provide for the supplemental needs of a disabled person while maintaining their eligibility for needs-based government assistance programs.

Multi-generational estate plans present interesting challenges


People in California often want to plan for their own financial future as well as those of their living heirs, but those with significant assets may have an interest in thinking even further into the future. California residents who want to share their wealth with future generations of children, grandchildren, great-grandchildren and even beyond will want to take the right approach to estate planning, possibly using various trusts to provide a wealth of options and possibilities for any future contingency.

Dean Smith uses trust to his heirs' advantage


College basketball fans in California may have heard about the passing of legendary North Carolina basketball coach Dean Smith earlier this year. His legacy as one of college basketball's greatest coaches was cemented, but after his death, tales of his generosity also began making national headlines.

The basics of trust administration aren't always so basic


People with substantial estates want to ensure that their money is going to the people and causes they love and support after they die. Most people want assurance that their money isn't going to disappear into the coffers of an overreaching government when they die, but unfortunately even a minor mistake in a person's estate planning documents can send a case to probate, an expensive and often inefficient system that determines how a person's assets will be distributed.

Domestic partners may benefit from estate planning


California is one of a handful of states across the country that recognize the rights of same-sex couples, but for people who are in domestic partnerships in California, the fact is that they still face some unique challenges when it comes to transferring assets, protecting heirs and ensuring that their estate plans give them the protections that they seek. Michael Sawamura, an estate planning attorney in Sacramento and Northern California, understands these challenges and is committed to helping clients in domestic partnerships achieve the results they desire.

Leaving an IRA for an heir can be complex


People in California may have seen a recent article about the issues involved in leaving an IRA to a person other than a spouse. For many people, an IRA or other retirement account is among their largest and most valuable assets, so it makes sense that people would want their beneficiaries to be able to enjoy this after they are gone. However, a recent Supreme Court case has posed some obstacles that people in this position should be aware of.

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.

Contact Us

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy