Walnut Creek Trust Amendment Attorney
Also Representing Clients in Mountain View and the Bay Area
Through the trust amendment process, we can assist you with adding a co-trustee, changing a trustee, or altering beneficiaries or a distribution scheme. Dan DuRee can guide you through the amendment process so that your trust properly addresses your current needs and carries out your wishes. Our attorney is easy to get a hold of, works with you one-on-one, and takes the time to help you understand your options and the legalities surrounding your trust.
What Can Be Changed in a Trust Amendment?
Trust amendments are for making minimal changes to the trust. This includes changes such as updating the name of the Successor Trustee and adding or removing specific bequests. If an individual wishes to make changes such as adding or removing beneficiaries, changing distributions of assets, then a Trust Restatement is required.
If you end up making multiple amendments over time, you have the option of consolidating all your updates into a complete amendment, which will be helpful to your Successor Trustee in the future. All the updates will be available in one document instead of separate ones.
Do You Have an A-B Trust?
A-B trusts are trusts that are shared by married couples and divided upon the death of one of spouses. The beneficiaries named by each spouse are people that are not the other spouse. These trusts are often utilized by couples who seek to reduce the taxes on their estate. However, if your A-B trust was drafted before 2012, it may not be suitable for the current laws. Due to changes in estate planning laws, the majority of the United States population is no longer required to pay any taxes on estates. With these changes in mind, amending your A-B trust may be in your best interest. We urge you to reach out to our Walnut Creek trust amendment lawyer to discuss your options.
Call for a Free Consultation Today
Dan DuRee is a San Francisco Bay Area estate planning and trust attorney. He has offices in Larkspur in the Marin area, Walnut Creek, San Francisco, and Mountain View. To make it as convenient as possible for you, Dan also meets clients in their home, at their place of work, or at the hospital any day of the week. Please submit our online contact form or call (855) 963-0987 for a complimentary discussion about how we can assist you with all of your will, trust, probate, and estate planning needs.
Call us at (855) 963-0987 to speak with our caring and capable trusts lawyer in Walnut Creek.
“[Daniel] is always punctual and respects that my time is also valuable, which I love!”- Amy S.
“Personable, professional and very thorough.”- Norman P.
“Very easy to work with!”- G.W.