David Martinez is a highly ethical attorney that does things the right way. He does not over charge and is very efficient with his time because of his contract knowledge and estate planning knowledge. He reviewed a business contract for me and knew exactly what I needed to have amended before signing it and it […]
Mark D
Working with David was tremendous. Not only is he extremely knowledgeable regarding creating Living Trusts and Wills, he conveys his knowledge in a straight-forward, easy to understand way. He gladly answered all of the questions my wife and I had, assuring my wife that should anything happen to me, not only would the Trust be […]
Darlene P
This could truly start with “Once Upon a Time………” for years we had talked about getting “things in order” and would talk some more and then do a small thing toward getting our personal wishes and properties in order, but never totally and complete. After having to serve as an executor for a family member […]
Pet Trusts: How to Protect Your Precious Pets After You’re Gone
Pet ownership comes with many benefits like companionship, support, and comfort. They help with the emotional and physical well-being of their owners. In fact, having a pet helps combat anxiety, loneliness, and depression. For these reasons, it makes sense that pets become beloved family members or companions. The Basics of Pet Trusts You are the […]
Provisions for Special Needs Trusts: What to Consider and Include
For long-term planning purposes as well as shielding a recipient’s ability to receive government benefits now and in the future, the special needs trust is a powerful tool. As with any trust, the proper drafting and language inside such a trust are critical to ensure the terms are followed and that they accomplish the desired […]
Discretionary Trust Provisions: What You Need to Know
A trust is only as powerful as the terms inside, and this is why careful attention to detail is a must when selecting an experienced estate planning attorney to help you with the structure of your trust. Given the inflexibility of many mandatory trusts, a discretionary trust empowers the trustee to use his or her […]
Discretionary Trust Provisions: What You Need to Know
A trust is only as powerful as the terms inside, and this is why careful attention to detail is a must when selecting an experienced estate planning attorney to help you with the structure of your trust. Given the inflexibility of many mandatory trusts, a discretionary trust empowers the trustee to use his or her […]
Distribution of Trust Funds – Deciding When
As you know by now, when properly drafted and funded, revocable trusts are an amazing tool to avoid probate. However, probate avoidance is not the only benefit a trust offers. Once our clients understand the “how” behind funding their trust, their next greatest concern is typically, “when” do their beneficiaries receive their inheritance? Whether the […]
Funding Your Revocable Trust – Business Interests
You’ve heard the term “funding your trust” and we’ve discussed transferring your bank and investment accounts, as well as your real property. If you are a business owner, then this article is for you. Here, we take a look at business interests and the importance of having those interests placed in trust. Limited Liability Companies (“LLCs”) Like other assets, the […]
Funding Your Revocable Trust – Real Property
You’ve heard the term “funding your trust” and we’ve discussed transferring your bank and investment accounts you know that it’s important for purposes of avoiding probate, but what assets should you be putting in trust? This article takes a look at real property and a few common questions many individuals have when transferring real property into the name of […]