Are You Considering Setting Up a Trust? We Provide Excellent Representation for Our Clients Wishes

Orange County Trusts Attorney

Helping Clients Choose the Right Trusts for Estate Plans

Trusts can be vital tools for covering for your family's needs after your passing. When you create a trust, you put funds into the hands of a trustee with specific instructions as to how to provide for the beneficiaries. P. Arnsen Blakely is here to use our extensive knowledge of the law to assure your trust is drafted properly to carry out your wishes as close to your original intentions as possible.

If you have questions about using trusts in your estate plan, please call our law firm today at (714) 908-4230 to get answers from our reputable trust lawyer in Orange County.

Committed to Providing Clients with Reliable Legal Counsel

Since 1971, our attorney has been assisting clients with trusts and estate planning issues in Orange County. Our goal has always been to provide our clients with authentic support and comprehensive representation. Every case is unique, and we treat it as such by developing a personally-tailored approach to every trust that we handle.

Different forms of trusts address different needs and assets, and we will work closely with you to confirm that you have created a trust that best fits your situation. Each trust, however, can be used to avoid probate and get your estate distributed to your loved ones as soon as possible.

We can assist with any of the following types of trust:

Curious about the next course of action you should take to maximize your assets? Call (714) 908-4230 for legal counsel you can rely on to meet your needs.

FAQ: Trusts

We understand that trusts are confusing if you aren’t familiar with the law. Below, we answer questions we are frequently asked by clients regarding using trusts to protect their wealth and legacy:

Question #1: What Is a Revocable Living Trust?

This is a trust in which you retain the right to control the funds during your lifetime. You set yourself up as the original trustee and name a secondary trustee to take over in case of your incapacity. If you become incapacitated, your secondary trustee can gain access to your funds and take care of you and your family. When you die the secondary trustee continues to run the trust and disposes of the money as you directed in your trust document. This allows for avoidance of probate and provision of your family's needs without interruption.

Question #2: What Are the Benefits of Making a Trust?

A trust not only allows certain provisions for your property but also helps you maximize your assets' worth for your heirs. A properly created trust can allow you to avoid the probate court, dispensing with expensive fees and a lengthy court process. This will allow your beneficiaries to receive more of your assets, instead of going to the courts. Another benefit to trusts is that you can specify how your money is to be used by your heirs. Those who cannot responsibly handle your property will not have access to them unless they use it for a specific purpose or until they come of age.

Question #3: Why Do I Need a Special Needs Trust?

When you set up a special needs trust, you put money in the trust with a bank or a responsible person as trustee. The trustee is authorized to look out for the special needs dependent's interests. This is better than giving the money directly to the child as the child would then be ineligible for Supplemental Security Income benefits. It is better than giving the money directly to a relative because the relative could not be forced to spend the money on the child or might lose it to creditors in lawsuits or pass it to others at death.

Question #4: What Are the Responsibilities of the Trustee?

When someone is named the trustee of an estate, the deceased owner of the estate has given up the responsibility of managing their own assets and property to the appointed trustee. In doing so, it means that the trustee is legally bound to properly execute the wishes of the deceased through the guidelines that have been set out through a will—including any instructions on how the beneficiaries are to be included. If you have been named the trustee of an estate, it is a big responsibility. For this reason, you should not wait to consult an experienced attorney.

Request Your Free Consultation with P. Arnsen Blakely

If you still have questions about trusts, we urge you to contact our firm today to speak to a legal professional. Creating a trust can help you avoid probate in the future, so do not hesitate to explore all of these important options now. Reach out to P. Arnsen Blakely to get started drafting a customized legal strategy.

Call our firm at (714) 908-4230 to set up a free case consultation with our experienced trust attorney in Orange County.

A Strong Reputation in the Community

  • “I could not be more pleased with his advice, friendliness, promptness, and thoroughness.”

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  • “He knows what he's doing and he does it extremely well. Our outcome was magnificent thanks to Arnsen Blakely.”

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  • “He instinctively senses the objective I'm working toward, and understands my needs.”

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  • “He has always been there to protect my rights and interests in all cases, and is always honest and friendly.”

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Attorney Blakely Has the Experience & Expertise Your Case Needs
  1. Over 40 Years of Legal Experience
  2. A 7.5 "Very Good" Rating on Avvo
  3. Strong Reputation Within the Southern California Community
  4. 24/7 Access to Your Legal Representative
  5. All Initial Case Evaluations Are Free
  6. Serving Clients Across All of Southern California
  7. Attorney Blakely Passed Both the CPA and Bar Exam in the Same Year
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