Trusts in California: Understanding the Basics

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This presentation aims to explain the basics of trusts in California.

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Trusts in California: Understanding the Basics

  1. 1. What is a TRUST?
  2. 2. IT’S A LEGAL RELATIONSHIP BETWEEN YOU, SOME OF YOUR PROPERTY, SOMEONE YOU APPOINT TO MANAGE THAT PROPERTY, AND THOSE YOU CHOOSE WHO CAN BENEFIT FROM THE PROPERTY.
  3. 3. THERE ARE MANY DIFFERENT SPECIFIC TYPES OF TRUSTS, EACH WITH ITS OWN BENEFITS AND DRAWBACKS.
  4. 4. How Do You Make a TRUST?
  5. 5. • THE TRUST TERMS
  6. 6. • THE TRUST TERMS • THE NAME OF THE TRUSTEE
  7. 7. • THE TRUST TERMS • THE NAME OF THE TRUSTEE • THE NAME(S) OF THE BENEFICIARY
  8. 8. • THE TRUST TERMS • THE NAME OF THE TRUSTEE • THE NAME(S) OF THE BENEFICIARY • AND YOUR SIGNATURE.
  9. 9. What Is a TRUSTEE?
  10. 10. What Does The TRUST OWN?
  11. 11. Who Are The BENIFICIARIES?
  12. 12. Changing the TRUST
  13. 13. Living or Testamentary TRUST
  14. 14. Want to Know More About Trusts in California?
  15. 15. Download Your FREE, No-obligation Living Trust Report Today!

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