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3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(951) 582-3800

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(951) 582-3800
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(951) 582-3800
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Steve bliss law A key component of estate planning involves protecting your assets for heirs and your charitable legacy by minimizing expenses,and covering estate taxes while still meeting your goals.
A CLUT is an irrevocable trust that may be developed by the donor either intervivos,or upon death,and which defines that a yearly “unitrust quantity” must be paid at least every year to charity till the termination of the Specified term,at that point the trust assets pass to or in trust for the noncharitable recipients steveblisslaw estate planning lawyer InFirm others of the death,consisting of family members,service partners,employers,and specialists like lawyers and accountants.
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(951) 582-3800
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(951) 582-3800
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Steve bliss law A CLAT is an irreversible trust that might be developed by a donor either intervivos,or upon death,and which specifies that an annual fixed dollar quantity should be paid at least each year to charity until the termination of the defined term,at that point the trust properties pass to,or in trust,for the noncharitable receivers.
A living will goes along with a health care power of attorney,as it can serve as a guide to your agent,or can express your wishes in the event your agent is unavailable at a crucial moment.
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3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(951) 582-3800
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3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(951) 582-3800
Lawyer Estate Planning
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
+1 (951) 223-7000
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(951) 582-3800

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A Grantor Retained Annuity Trust,or GRAT for brief,is an unique type of irrevocable trust that permits the trust maker/Grantor to gamble versus the odds and,if the trust maker/Grantor plays their cards right,then a considerable amount of wealth can be moved down to the next generation for essentially no estate or gift tax dollars.

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