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SpinDistribute.com Article Directory

The following article was published in our article directory on December 12, 2011.
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Why Will a Santa Clarita California Mortensen Law Office Estate Lawyer Help You Plan Your Estate?

Article Category: Legal

Author Name: Mortensen Law

A Valencia California Mortensen Law Office, specializing in probate attorney, a trust lawyer can help you in estate planning to ensure that your heirs won t fight over your assets when you re gone. A trust guarantees that the desires of the estate s owner will be honored upon their death by transferring the assets to the trust. This arrangement also has the advantage that the estate is able to avoid expensive probate proceedings. There are different types of trusts available based on the owners wish for the disposal of their assets and a trust attorney can help you decide which one is appropriate and help you set it up. Valencia California Mortensen Law Firm Probate Lawyer

Dan Mortensen Law Offices
Tax, Trust & Probate Attorneys, P.C.
22807 Lyons Avenue
Newhall, CA 91321
(661) 799-8035

First of the most popular types of trusts is the living trust, in which the assets of the estate are transferred while the owner is still alive, enabling them to maintain control while ensuring that the assets are distributed according to their request upon their demise. A living trust also ensures that the estate will not go into conservatorship if the trustee becomes mentally disabled since there are successor trustees will take charge of it. If you are interested in setting up a living trust, a trust attorney can ensure that it is prepared appropriately and is compliant with all relevant laws. Your lawyer will also draw up the trust in such a way that it cannot be disputed in court by the heirs, even after the owner has died, as well as making a way for the allocation of assets without undergoing the probate practice.

If you are scheduling to hire a Santa Clarita California law office for probate planning, ensure that he or she is experienced with the trust law of your state. Each state has its own individual set of trust laws and although there are many areas of commonality, there are also important differences so your lawyer should have understanding in this area of legal area. One way of discovering a trustworthy attorney working in your area is to visit the sites of professional organizations such as the American Association of Trusts, Estates and Elder Law Attorneys (AATEELA) and the American College of Trust and Estate Counsel (ACTEC) and search their membership rosters. If these lawyers have websites, visit them to see in what areas of trust law they concentrate as well as any other relevant information such as their professional background.

As your state certifies attorneys in their specialized area of legal practice, you should also make sure that the lawyers you are interested in are certified. In California, for example, the State Bar runs the country s first legal certification program that allows attorneys to earn certification in 11 areas of legal practice. Once you have a list of lawyers, schedule initial consultations with them so you can discuss your case as well as feeling out the lawyer to see if you feel at ease with them. Keep in mind that you may have to pay for the consultation although some lawyers may offer free first meetings.

While in the interview, do not hesitate to ask the trust lawyer for past clients who will vouch for their trustworthiness and proficiency. Also ask about their fee plan and ask to see a model retainer agreement and ask them to explain any provisions you do not understand.

Keywords: California law, Tax law, Trust lawyer, Probate lawyer, Mortensen Law

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