Please enable the breadcrumb option to use this shortcode!

The Family Trust Program

To help you make sure you and your plan are current, California Estate and Elder Law, LLP offers The Family Trust Program.

Estate plans are not plug and play.  They must allow for a myriad of changes:

  • Family;
  • Personal;
  • Financial;
  • Evolving techniques;
  • Evolving experience of advisors; and
  • Law, especially Tax and Asset Protection.

Given the continuous process of change, your estate plan will not accomplish its purpose if not maintained.  The costs of failing to update are typically far greater than keeping your plan current.  But it is hard to know when to make changes and what changes to make.  We are bombarded with sound bites from the media that are often misleading.  With all this static, it is hard to sort out what affects your family and your plan.

As A Member Of The Family Trust Program We Are Your First Stop For Updates, As Well As, Legal, Financial Or Tax Questions:

Family Trust Triage

We are a phone call away for access to attorneys and will either help or coordinate someone who can help.

Family Trust Education Events

Join us twice a year for an evening of champagne, dessert, interesting education, and clarity to keep current on:

  • Real Estate;
  • Asset Protection;
  • Probate/Estate Law;
  • Economy & Investments; and
  • Tax Law (Estate, Gift, Income, Business, and Capital Gains).

Family Trust Social Events

Education and Triage sounds boring, so also join us for family time:

  • One Summer FamilyCare™ Outdoor BBQ with games; and
  • One Winter FamilyCare™ Holiday Open House.

Family Trust Estate Plan Updates

Restatement of your current level plan for $450 as often as you like, e.g.,:

  • Traditional Trust;
  • Control Trust; or
  • Custodial Trust with Asset Protection.

Family Trust Adminstration

Twenty percent reduction on future California Estate and Elder Law fees:

  • Elder Law Planning; and/or
  • Estate Settlement

Annual Fee: $220.00

Our FamilyCare Maintenance Programs allows you to keep your planning up to date in the following areas:

Family Trust Program To help you make sure you and your plan are current, California Estate and Elder Law, LLP offers The Family Trust Program.

 

Beneficiary Trust ProgramDisability, Estate Settlement, and Elder Law Planning often involves the use of various Irrevocable Trusts where the Trustee may not be the Grantor, but has fiduciary responsibilities and liabilities to the Grantor and/or Beneficiaries.

 

Benefits Retention ProgramMany of our valuable clients enroll in our Benefits Retention Program for assistance in filing the required annual re-determination paperwork.