Planned Giving Trusts in Sacramento
Make Your Trusts Go Further in Central and Northern California
Almost anyone can set up a trust to ensure that he or she passes on a legacy for generations to come, but only those who get expert legal advice can inaugurate trusts that have the maximum impact for years in the future. If you want that type of help, you have come to the right place: the Law Offices of Jack S. Johal.
We have helped hundreds of clients like you to establish trusts that are sheltered and secure. We draw on more than 35 years of legal experience to guide you to the best planned giving trusts possible. Our personalized service has earned us the reputation of a top Sacramento estate planning lawyer.
The Benefits of a Trust
Setting up a trust can assist in protecting your hard-earned money as well as many additional benefits, such as:
- Avoiding probate: Anyone who knows anything about probate knows that if you can avoid it at any cost, do so. Probate is not a fun process for your loved ones to have to go through and setting up a trust can protect your assets so they don't fall into probate.
- Avoid taxes: Depending on the type of Trust that you set up, you can avoid the IRS and fees that you will have to pay in transferring your assets.
- Benefit a charity or educational organization: The way that a trust is set up allows the trust to be administered by a trustee. This trustee then can release the funds to the charities or organizations that you deem worthy as whatever point in time that you deem applicable. This is a great way to make sure that your money is going where you want it, when you want it to.
- Protect your estate: One of the ways that you can protect your estate is if you have a child to which your estate money will be going to and they are not yet of a responsible age, you can set up your trust so that they are given portions of the money over time as they get older, reach a certain age, or go off to college.
The possibilities can be endless in how you set up your Trust. To learn more about the trust that is right got your estate as well as the additional benefits from each trusts, contact your Sacramento estate planning attorney today at The Law Offices of Jack S. Johal. Let our family help yours.
Weighing Your Options for Planned Giving Trusts
Searching for an attorney to help you establish a trust in Sacramento? Many strategies exist for planned giving trusts. Once we learn about your assets and goals, we will be able to direct you to the option that makes the most sense for you and accomplishes what you want. We have handled charitable remainder trusts, charitable gift annuities, charitable lead trusts and pooled income funds, among other choices for planned giving. We will make sure that all of the donor's needs are met, including calculating and issuing payments, preparing and filing tax forms, and providing reports on investments.
Turn to a trusted Sacramento probate lawyer for all of your planned giving trust needs Attorney Johal is AV® rated by Martindale-Hubbell®, a top independent rating firm for attorneys nationwide, meaning that he achieved a preeminent ranking. He also has a 10.0 Rating from Avvo, given to fewer than 7% of the lawyers in the Sacramento area.
Begin your relationship with us by either completing the free case evaluation form.