A trust can be written in such a way that a surviving spouse can disclaim any assets and the next “person” in line to receive them would be the trust.

This approach allows for any large assets to be disclaimed into the trust to bring the estate down below the estate tax exemption limits.

These trusts do have their own risks and drawbacks.

An estate planning attorney can advise you in creating an estate plan that meets your unique circumstances.

Do You Need to Speak With an Estate Planning Attorney?

If you need to speak with an experienced estate planning lawyer, please contact us online or call us directly at 800.756.5596 to first register for one of our free, informative seminars. Your attendance will qualify you for a special discount for our estate planning services should you decide to make a free appointment at the conclusion of the seminar and at the end of your meeting choose to proceed with us. Our estate planning law firm proudly serves clients throughout California from our main office in Torrance, as well as those in Redondo Beach, Manhattan Beach, Hermosa Beach, El Segundo, San Pedro, and Palos Verdes Peninsula.

Philip J. Kavesh
Philip J. Kavesh
Helping clients with customized estate planning guidance and trust & estate administration for over 44 years.
Post A Comment