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Revocable Living Trusts, Irrevocable Trusts, Testamentary Trusts, Special Needs Trust 

Trusts can take several different forms, sizes, complexity, and can serve a variety of difference legal purposes including tax, investment, and personal issues.  All trusts will have three key positions, 1) a settlor, 2) a trustee, and 3) a beneficiary. The settlor is the creator of the trust who places assets in the trust for the benefit of the beneficiary.  The trustee is charged with the duty to administer the trust according to the trust creation documents and to ensure the trust's purpose is fulfilled. Finally, the beneficiary is the person or entity that will receive the benefit of the trust.  

The most significant advantage of a trust is the ability to pass assets upon your death without involving the probate court process.  The ownership, or beneficial interest, will pass immediately upon your death by operation of law rather than by order of the probate court. 

Other advantages include tax savings, protecting assets from creditors, financially supporting others, or making charitable donations for years to come. 

Any well-designed estate plan should include a trust for these reasons and a whole lot more. 


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The worst experience you can give your clients is the same experience they could get anywhere else. Our goal is making your journey in establishing your estate plan, will, trust, power of attorney, advanced health care directive, probate, or trust administration in Rocklin, & Roseville an experience you enjoyed enough to refer us to your friends and family. We are the law firm in Placer County that you want to work with!