A general assignment of assets to trust transfers ownership of specified property into a trust to ensure management and distribution according to the trust document. Many people pursue this step as part of a larger estate planning process to avoid probate, maintain privacy, and streamline asset management for beneficiaries. This page explains how a general assignment works, what assets are commonly included, and practical considerations for funding a revocable living trust in Altadena and throughout Los Angeles County. Understanding the role of a general assignment can help you make informed decisions for your family’s future and financial affairs.
When creating or funding a trust, a general assignment serves as a simple legal mechanism to move assets from individual ownership into the trust’s name. This may include bank accounts, investment accounts, personal property, and business interests where transfer is allowed. Funding a trust with a general assignment supports continuity of asset management if incapacity occurs and aligns distributions with your wishes after death. The information here is intended to clarify common steps, potential limitations, and the practical outcomes of using a general assignment in California estate plans for residents of Altadena and surrounding communities.
Using a general assignment to transfer assets into a trust offers several benefits that go beyond simple paperwork. It helps consolidate asset ownership under the trust, reducing the likelihood that those assets will be subject to probate administration after death. A properly executed assignment can also simplify management of financial affairs during incapacity, allowing appointed trust fiduciaries to access and manage trust assets without court intervention. For families with diverse holdings like bank accounts, personal property, and certain investment assets, a general assignment provides a practical route to ensure the trust accurately reflects the grantor’s intentions for distribution and ongoing care of those assets.
The Law Offices of Robert P. Bergman assists clients across California with estate planning services tailored to individual circumstances. Our firm focuses on clear, practical plans that consider family dynamics, tax implications, and long-term asset management. We help clients evaluate whether a general assignment is appropriate for their trust funding needs and guide them through the necessary transfers and documentation to ensure smooth administration. Our approach emphasizes careful review of property types, beneficiary designations, and coordination with retirement accounts and life insurance arrangements so that the trust functions as intended when needed.
A general assignment of assets to trust is a written instrument that transfers specified property from an individual to the trust entity created under the trust document. It can be used to fund a revocable living trust at the time of its creation or later, and it should clearly identify the assets being assigned and the trust receiving them. While it is a flexible tool for funding movable and non-titled property, certain assets like retirement accounts and some titled real estate require additional steps or beneficiary designations. Knowing the types of assets that can be moved by assignment and those that need alternate treatment is key to an effective funding strategy.
When preparing a general assignment, attention to detail prevents gaps in the trust portfolio that can lead to probate or administrative complications. The assignment should specify the trust by name and date, describe assets sufficiently to allow identification, and be signed and dated according to legal formalities. After execution, it’s important to update account records, retitle assets where necessary, and keep documentation in the trust file. Coordinating the assignment with a comprehensive estate plan, including a pour-over will and powers of attorney, helps ensure personal wishes are honored and that the trust serves its intended protective and administrative roles.
A general assignment is a legal declaration that moves ownership or certain rights in assets into a trust. The instrument typically lists the grantor, the trust receiving the assets, and a description of the property being assigned. Its effect is to place ownership, possession, or control within the structure of the trust so that the trustee can manage and distribute assets under the terms of the trust document. In practice, it complements other estate planning documents by ensuring that assets not otherwise retitled or designated are formally integrated into the trust, improving the coherence of the overall plan and reducing the need for court involvement later.
Several elements are essential when preparing a general assignment: accurate identification of the trust, clear description of each asset assigned, the grantor’s signature, and proper execution formalities. Following assignment, practical steps include delivering copies to the trustee, updating account registrations as appropriate, and maintaining evidence of assignment in the trust file. For assets that cannot be assigned directly, such as certain retirement accounts, alternative measures like beneficiary designations or trust provisions must be coordinated. Careful handling of these processes reduces confusion for trustees and beneficiaries and supports the efficient administration of the trust.
This glossary clarifies terms commonly encountered when funding a trust and using a general assignment. It covers concepts such as grantor, trustee, beneficiary, funding, retitling, pour-over will, and related instruments. Understanding these definitions helps you read trust documents with greater confidence and communicate clearly with legal advisors, financial institutions, and family members involved in estate planning decisions. Familiarity with the terminology can prevent missteps during asset transfer and supports better coordination of documents like powers of attorney and health care directives.
The grantor is the individual who creates the trust and transfers assets into it. In a revocable living trust, the grantor often retains control over the trust during life and can amend or revoke it. When the grantor executes a general assignment, they are formally assigning assets to the trust they established. The grantor’s intentions and instructions in the trust document determine how the trustee must manage and distribute assets. Clear definition of the grantor’s role helps ensure later transitions, such as incapacity or death, are handled according to the plan set out in the trust instrument.
Trustee duties encompass the responsibilities of the person or entity appointed to manage trust assets on behalf of beneficiaries. Duties typically include managing investments prudently, keeping accurate records, following directions in the trust, and making distributions according to the trust terms. When assets are moved into a trust via a general assignment, the trustee must accept and manage those assets in accordance with fiduciary obligations and the trust document’s instructions. Knowing trustee duties ahead of time helps grantors design practical provisions for administration and clarifies expectations for those charged with carrying out the trust’s directives.
Funding refers to the process of placing assets into a trust so the trust owns or controls them directly. Funding can be accomplished through retitling accounts, transferring deeds, beneficiary designations, or executing a general assignment for items that can be assigned. Adequate funding is necessary for the trust to operate as intended and to reduce the probability that assets will require probate administration. A funding review identifies assets that require separate actions and ensures the trust holds sufficient property to meet the grantor’s goals for distribution and ongoing financial management.
A pour-over will is a will designed to transfer any assets not already placed in the trust into the grantor’s trust at death. It serves as a safety net to capture residual assets and move them into the trust for distribution under its terms. While a pour-over will can simplify planning, assets transferred only by will may still go through probate before getting into the trust. Using a general assignment during life helps minimize reliance on a pour-over will by ensuring more assets are already held by the trust, reducing the need for probate administration and providing smoother post-death transitions for beneficiaries.
There are several ways to fund a trust, and a general assignment is one of many tools. Direct retitling of accounts, deeds for real estate transfers, beneficiary designations on retirement plans, and pour-over wills each have strengths and limitations. A general assignment offers a straightforward route for some asset types and can be particularly useful for personal property and accounts that do not require separate title changes. However, for certain assets like retirement plans and accounts with contractual beneficiary designations, other measures are more appropriate. Comparing these options allows you to choose a cohesive funding strategy that minimizes probate exposure and aligns with your overall estate plan.
A more limited approach to funding a trust may be suitable for individuals whose estates consist primarily of personal property and small accounts rather than significant real estate holdings or complex investments. In those situations, executing a general assignment along with a pour-over will and updating key beneficiary designations can capture most assets within the trust framework without extensive retitling. This streamlined path reduces administrative burden while still providing the benefits of trust ownership, such as centralized management and clarity of distribution directions for heirs and appointed fiduciaries.
If the majority of a person’s assets transfer outside of probate through beneficiary designations—such as life insurance or retirement accounts—a limited funding approach may be practical. In such cases, a general assignment for miscellaneous assets combined with careful maintenance of beneficiary forms can achieve a cohesive plan. This approach reduces duplicate effort and avoids unnecessary retitling when the legal instruments already in place achieve the transfer objectives. Still, it is important to periodically verify that beneficiary designations reflect current intentions and coordinate with the trust to prevent conflicting outcomes.
A comprehensive funding strategy is recommended when an estate contains a mixture of asset types, including real estate, business interests, and retirement accounts, because each asset class may require distinct transfer methods. Real property often needs a deed transfer, business interests may require corporate or partnership documentation, and retirement accounts generally permit only beneficiary designations. A coordinated plan that includes general assignments for assignable assets, retitling for real estate, and beneficiary designation reviews helps ensure that the trust captures intended property and minimizes probate exposure while protecting the financial interests of beneficiaries and successors.
Families with blended members, minor beneficiaries, special needs concerns, or conditional distributions benefit from a comprehensive approach that aligns each funding mechanism with the trust’s protective terms. A general assignment alone may not address guardianship considerations, trust subaccounts for minors, or trusts for beneficiaries with ongoing needs. Coordinated planning allows tailored provisions to be supported by appropriate funding so that the trust can accomplish nuanced distribution schedules, protective conditions, or care provisions without unintended consequences or administrative delays following incapacity or death.
A comprehensive funding approach combines multiple transfer strategies to ensure that the trust holds the assets necessary to carry out the grantor’s intentions. This reduces the risk that assets will be left out and require probate, improves privacy by minimizing court involvement, and provides a clearer roadmap for trustees and heirs. Coordinated funding also helps streamline post-death administration and supports effective management during periods of incapacity, as trustees will have documented authority and access to required assets without additional court proceedings or delays.
Beyond administrative efficiency, a comprehensive strategy can protect family harmony by ensuring that distributions follow the grantor’s plan and by minimizing surprises that often arise from incomplete funding. It allows for careful alignment of property titles, beneficiary designations, and trust provisions so that assets are distributed in a predictable manner. This foresight reduces the chance of disputes and clarifies responsibilities for trustees and heirs, making it easier to manage financial and personal affairs during and after the grantor’s lifetime.
One primary advantage of fully funding a trust is the reduced likelihood that property will be subject to probate. Probate can be time-consuming, public, and costly, and transferring assets into the trust through a combination of assignments, retitling, and beneficiary designations minimizes assets left to be handled by a court. When the trust holds the majority of the estate, distribution according to the trust terms proceeds more smoothly and privately, helping heirs avoid administrative hurdles and delays associated with probate proceedings.
A well-funded trust can facilitate continuity of financial management if the grantor becomes incapacitated. When assets are already in the trust, the appointed trustee can step in to manage property, pay bills, and handle investments without needing court appointment as a conservator. This continuity helps preserve asset value and ensures bills and obligations are attended to in a timely manner. Combining general assignments with other funding techniques improves the likelihood that essential resources are available to support the grantor’s care and maintain household and family needs during periods of incapacity.
Begin with a comprehensive inventory of assets you intend to include in the trust before preparing any assignments. Document account numbers, titles, locations of deeds, and descriptions of personal property so each item can be identified clearly in assignment documents. This inventory helps avoid omissions and supports decisions about which assets require retitling, which can be assigned, and which should rely on beneficiary designations. A complete record also makes transfer procedures smoother and reduces the need for later corrective actions that could complicate administration.
After executing a general assignment, keep organized records of the assignment document, receipts, account updates, and any correspondence confirming changes in ownership. Provide trusted fiduciaries with access to the trust file or a clear list of where documents are stored so they can locate what is needed at the appropriate time. Maintaining clear documentation prevents confusion, supports efficient trust administration, and reduces the likelihood of disputes among heirs by providing evidence of the grantor’s actions and intentions.
A general assignment can be a practical component of a broader estate plan for Altadena residents who want to centralize asset ownership within a trust. It streamlines the inclusion of personal property and certain financial accounts that may not require retitling and complements other funding measures to reduce reliance on probate. For individuals seeking continuity of management during incapacity, clearer distribution at death, and greater privacy than court probate offers, executing a general assignment alongside a trust, pour-over will, and updated beneficiary forms creates a coordinated plan tailored to common family and financial realities in the region.
Choosing to fund a trust with a general assignment is often part of a phased planning approach in which grantors address the easiest transfers first and tackle more complex retitling items as time allows. This flexible route allows immediate progress toward trust funding, while still leaving room to address real estate deeds, business interests, and retirement accounts through the appropriate legal mechanisms. With thoughtful coordination, a general assignment contributes meaningfully to a robust plan that balances simplicity with comprehensiveness for long-term asset protection and orderly transfer to intended beneficiaries.
Typical situations prompting use of a general assignment include owning significant personal property, holding multiple small bank or brokerage accounts, wanting immediate trust funding without retitling every asset, or seeking a straightforward way to transfer personal belongings and household items into a trust. Clients frequently use this approach when they desire centralized management for day-to-day financial needs, wish to simplify administration for appointed trustees, or aim to reduce the number of assets that would otherwise be subject to probate. It is a practical option for many families in Altadena and the surrounding area.
Household items, collections, and personal effects are commonly moved into a trust through a general assignment rather than individual retitling. These assets often lack formal title documents but carry value and sentimental importance. A single assignment can identify groups of property or list specific items to ensure they are managed and distributed according to trust terms. Including personal property in the trust via assignment reduces the likelihood that these items will be treated inconsistently after death and ensures they are considered in the broader distribution plan for heirs.
Clients with multiple small bank or brokerage accounts sometimes prefer to consolidate their management by assigning these accounts to the trust, particularly when retitling each account would be administratively cumbersome. A general assignment can identify these accounts and place them under trust oversight, simplifying recordkeeping and access for the trustee. This approach makes it easier to cover household expenses and ensure funds are available for beneficiaries according to the trust provisions, while reducing the time and effort needed to manage numerous small accounts individually.
When certain assets require additional steps before they can be transferred, such as real estate deeds or business interests, a general assignment can serve as an interim measure for movable or assignable property. It helps ensure that at least some assets are already in the trust while more complex transfers are completed. This phased approach allows grantors to make immediate progress in funding the trust and reduces the number of assets potentially left to probate, while simultaneously addressing title and contractual requirements for the remaining property.
The Law Offices of Robert P. Bergman provides guidance to Altadena residents on funding revocable trusts and executing general assignments of assets. We focus on helping clients understand which items can be assigned, how to document transfers, and how to coordinate assignments with deeds, beneficiary forms, and pour-over wills. Our goal is to make the funding process understandable and manageable so clients can move forward with confidence. If you have questions about whether a general assignment suits your situation or how to sequence funding steps, our office can help clarify options and next steps.
Working with a legal team that routinely handles estate planning helps ensure the mechanics of trust funding are addressed carefully and accurately. Our firm offers focused attention on the details of asset identification, assignment wording, and coordination with other estate planning documents. This attention helps prevent unintended gaps in the trust, reduces the likelihood of probate for assets that could have been captured, and supports predictable administration for trustees and beneficiaries. Choosing a collaborative legal partner can ease the process of turning planning intentions into effective legal arrangements.
We help clients evaluate when a general assignment will achieve the desired outcome and when additional steps like retitling real estate or updating beneficiary designations are warranted. This assessment considers practical dynamics such as account restrictions, deed requirements, and family circumstances that affect how assets should be transferred. Our role is to provide clear recommendations tailored to the client’s goals and to assist with the drafting and documentation needed to implement a cohesive plan that functions as intended throughout life and at death.
Clients working with the firm receive organized documentation and a clear roadmap for next steps after a general assignment is prepared, including follow-up on retitling, account updates, and coordination with trustee responsibilities. The objective is to reduce uncertainty and create a working file that trustees and family members can rely on. This practical orientation helps ensure trust administration proceeds smoothly when necessary and that the grantor’s directions are honored in a manner that respects privacy and family considerations.
Our firm follows a step-by-step process to ensure trust funding is completed effectively. We begin with an asset inventory and review of existing documents, identify the items suitable for general assignment, draft the assignment with clear descriptions and trust references, and advise on follow-up actions such as account updates and retitling. We also coordinate related documents like pour-over wills and powers of attorney to create a cohesive plan. Clear communication with clients and trustees throughout the process helps prevent oversights and ensures the trust will serve its intended purposes.
The initial step focuses on creating a detailed inventory of assets that may be assigned to the trust and identifying those that require alternative transfer methods. This review includes bank accounts, investment accounts, personal property, deeds, business interests, and insurance policies. The goal is to determine which items can be moved via general assignment, which need retitling, and which should be addressed through beneficiary designations. A thorough inventory forms the foundation for an effective funding plan and reduces the risk of unintended probate exposure.
Gathering documentation involves collecting account statements, deed copies, insurance policies, titles, and any agreements that affect ownership. This documentation enables accurate descriptions in assignment language and helps identify legal or contractual limitations on transfer. Preparing a binder or digital folder with these items makes the drafting process more efficient and provides a resource for trustees and family members later. Clear documentation also supports communication with financial institutions and recordkeepers when updating registrations or confirming transfers into the trust.
Identifying transfer requirements includes reviewing whether assets require deeds, account retitling, or beneficiary form updates to accomplish funding. Retirement accounts often need beneficiary designations rather than assignment, while real estate typically requires a deed transfer executed according to local law. Understanding these requirements prevents missteps and ensures that each asset is handled by the appropriate method to achieve the grantor’s objectives. This step helps set priorities and timelines for completing the full funding process.
Once assets suitable for assignment are identified, the next step is drafting a clear and valid general assignment document that names the trust and describes the assets. The assignment should include the trust’s formal name and date, inventory descriptions for each assigned item, and the grantor’s signature and date. After execution, copies should be provided to the trustee and included in the trust file. This step also includes advising on any necessary acknowledgements or notarization so the assignment is enforceable and recognized by institutions that may require proof of transfer.
Drafting assignment language requires clear identification of the trust and concise descriptions of assigned property. The language should avoid ambiguity and be structured so institutions and trustees can readily understand the transferred interests. Including the trust date and full title ensures that the assigned assets are tied to the correct trust document. The drafting process also anticipates any follow-up steps needed to integrate the assignment with remaining funding tasks, such as initiating deeds or beneficiary updates for other assets.
After the assignment is signed, distribute copies to the trustee, maintain originals in the trust file, and provide records to institutions when requested. Keep proof of assignment with account statements or receipts and request confirmations when institutions update records. Clear distribution of documentation helps trustees locate and assert authority over trust assets when necessary, reducing administrative delays. Retaining organized copies also assists family members and fiduciaries in understanding which assets were intended to be part of the trust.
Following execution of the assignment, follow-up steps ensure assets are effectively integrated into the trust. This includes retitling accounts, confirming deed transfers for real property, verifying beneficiary designations, and maintaining an up-to-date trust inventory. Periodic reviews of asset ownership and beneficiary forms after major life events are important to preserve the integrity of the plan. Proper record maintenance and periodic reassessment keep the trust aligned with current circumstances and reduce the chance that assets will be unintentionally omitted from trust control.
Confirming transfers with financial institutions and account custodians ensures that assigned assets are recognized as trust property where applicable. Request written acknowledgements when possible and update account registrations to reflect trust ownership when required. These confirmations prevent confusion for trustees and beneficiaries and provide a clear trail for administration. Proactively communicating with institutions reduces the risk of delays or disputes about access and authority when the trustee needs to manage or distribute assets.
A periodic review of the trust and assigned assets helps keep the plan current with changing financial situations and family circumstances. Review beneficiary designations, newly acquired property, and any accounts not previously funded to determine whether additional assignments or retitling are necessary. Regular updates maintain alignment between documents and actual asset ownership, preserving the trust’s effectiveness and reducing the likelihood of probate or administrative complications for successors.
A general assignment of assets to a trust is a document by which the grantor transfers ownership or rights in identified property into the trust. It is commonly used for personal property, small accounts, and items that do not require formal retitling. The assignment names the trust by title and date, lists assets or categories of property, and is signed by the grantor to effect the transfer. This tool is useful for consolidating ownership under the trust and ensuring that assets are available to trustees for management and distribution according to the trust terms. When the assignment is executed, it becomes part of the trust funding process, but it is not a universal solution for every asset. Certain accounts and property types have specific legal requirements that require alternate transfer methods. Retirement accounts, certain insurance policies, and real estate may need beneficiary form updates, deed transfers, or other documentation to align with the trust. A tailored plan considers these distinctions and uses assignment together with other transfer mechanisms to achieve complete and effective funding.
A general assignment is particularly well suited for personal property, household goods, certain bank or brokerage accounts that institutions will accept by assignment, and other non-titled assets. It can also be useful as part of a broader plan when immediate retitling is impractical, providing a method to document intent and integrate movable property into the trust. Proper description and documentation enable those assets to be recognized as part of the trust estate and managed by the trustee as directed in the trust instrument. However, many asset classes require different handling. Real estate usually needs a deed recorded in the trust’s name, and retirement plans typically rely on beneficiary designations rather than assignments. Life insurance policies and some contractual accounts also may have form-specific transfer mechanisms. For these reasons, a comprehensive review of each asset type ensures the best transfer approach for inclusion in the trust.
A general assignment can reduce probate exposure for assets that are properly assigned and accepted as trust property, but it does not automatically avoid probate for all asset types. Assets that remain titled in the grantor’s name at death, or that have beneficiary designations inconsistent with the trust, could still be subject to probate. Ensuring that all intended assets are truly integrated into the trust requires a combination of assignment where appropriate, retitling of deeds and accounts, and updated beneficiary forms where necessary. In practice, a well-coordinated funding strategy minimizes probate by addressing different classes of assets with appropriate transfer tools. Reviewing accounts, deeds, and policies and taking action to align them with the trust reduces the portion of the estate that might otherwise go through probate and helps keep distribution private and efficient for heirs.
Choosing between retitling an account and using a general assignment depends on the account type, institutional requirements, and practical considerations. Accounts that permit retitling to the trust are often best handled by changing the account registration directly to the trust’s name. This provides clear title and reduces ambiguity for the trustee. Conversely, for certain personal property or small accounts where retitling is not practical or available, a general assignment provides a convenient and documented route to place those items into the trust. Institutional rules and legal formalities guide the decision, so reviewing account terms and confirming with custodians helps determine the proper course. When in doubt, combining assignment with correspondence or confirmations from institutions clarifies how an asset will be treated and reduces the risk of future disputes or administrative obstacles for the trustee.
After executing a general assignment, important follow-up actions include providing copies to the trustee, filing the assignment with the trust records, and notifying institutions as necessary. For accounts that require account registration changes, request written confirmation of any updates. Where deeds or contracts are involved, arrange for the appropriate legal instruments to be prepared and recorded. Maintaining a clear file with all documentation ensures trustees and family members can locate necessary papers and understand the structure of the estate plan. Periodic review is also recommended to account for new assets, changes in law, and life events. Reviewing beneficiary designations, newly acquired property, and any changes in family circumstances helps maintain alignment between the trust documents and actual asset ownership. This upkeep reduces the likelihood of assets unintentionally falling outside the trust and subject to probate.
Generally, transferring real estate into a trust requires a deed recorded in the county where the property is located rather than a simple general assignment. A deed executed to convey title from the grantor to the trustee of the trust is the common mechanism for real property, and it often must be recorded with the county recorder to reflect the change in ownership. Using the correct deed form and following recording requirements are essential to ensure the trust holds clear title to the property and that successor trustees can manage it without additional court action. A general assignment may accompany other funding methods but does not substitute for proper deed transfer when dealing with titled real estate. Because real property carries unique recording and tax considerations, employing the appropriate deed and recording process preserves the benefits of trust ownership and avoids complications that could arise if the conveyance is not done correctly.
Yes, coordinating beneficiary designations with the trust is a key element of effective planning. Retirement accounts, life insurance policies, and payable-on-death designations can override trust instructions if they name individual beneficiaries instead of the trust. Reviewing and aligning these forms with the trust’s objectives helps ensure that the intended distribution plan is carried out. In some instances, naming the trust as beneficiary or adjusting primary and contingent beneficiaries can be part of the overall funding strategy to keep assets within the trust’s administration. Coordination also involves understanding tax and distribution consequences of different beneficiary choices. Because retirement accounts and life insurance have their own rules and tax implications, careful consideration and periodic review of beneficiary forms help prevent unintended results and maintain consistency with the rest of the estate plan.
If some assets are unintentionally left out of the trust, those items may pass outside the trust and potentially be subject to probate or distribution under intestacy rules. A pour-over will can help capture assets at death by directing them into the trust, but such assets may still undergo probate before being transferred. This gap can create delays, additional costs, and public filings that a fully funded trust would otherwise avoid. Regular funding reviews and updates reduce the likelihood of omissions and the administrative burdens they cause for family members and trustees. If you discover omissions, corrective steps can often be taken, such as executing assignments, retitling accounts, and updating beneficiary forms. Taking prompt action and keeping accurate records of transfers helps minimize the disruption and protects the plan put in place for your beneficiaries.
A regular review of trust funding is recommended, particularly after significant life events such as marriage, divorce, births, deaths, changes in property holdings, or the acquisition of new accounts. Periodic reviews, at least every few years, help ensure the trust remains aligned with current family circumstances and financial realities. These check-ups verify that assignments, deeds, and beneficiary designations remain accurate and effective, reducing the risk of unexpected probate or administrative challenges for successors. In addition to scheduled reviews, updating documents in response to major changes safeguards your intentions. Maintaining a habit of reviewing and adjusting the funding plan reinforces the trust’s effectiveness and provides assurance that trustees and beneficiaries will have a clear path to follow when the time comes.
The Law Offices of Robert P. Bergman assists clients with preparing general assignments, coordinating retitling of assets, reviewing beneficiary designations, and integrating funding steps with the broader estate plan. We help clients identify which assets are best handled through assignment versus other transfer mechanisms and prepare clear, practical documentation to implement those choices. Assistance also includes follow-up steps to confirm transfers with institutions and to maintain a clean trust file for trustees to use when necessary. Clients receive guidance tailored to their particular circumstances in Altadena and Los Angeles County, including strategies for phased funding and periodic reviews to keep plans current. Our goal is to provide a clear pathway for families to move assets into a trust, reduce the chance of probate, and maintain orderly administration consistent with the grantor’s wishes.
Criminal Defense
Homicide Defense
Manslaughter
Assault and Battery
Assault with a Deadly Weapon
Battery Causing Great Bodily Injury
Domestic Violence
Domestic Violence Protection Orders
Domestic Violence Restraining Order
Arson Defense
Weapons Charges
Illegal Firearm Possessions
Civil Harassment
Civil Harassment Restraining Orders
School Violence Restraining Orders
Violent Crimes Defense
Estate Planning Practice Areas