A General Assignment of Assets to Trust is a valuable document used in estate planning to transfer assets into a trust quickly and efficiently, often as part of a broader plan that includes a revocable living trust and pour-over will. Residents of Long Beach who are considering consolidating property, bank accounts, or personal belongings into a trust will find this approach helpful for simplifying administration after incapacity or death. This introduction explains the purpose of the assignment, how it works with other trust documents, and why many clients choose it to align assets with their estate plan to avoid unintended probate complications and ensure smoother management by successor trustees.
While a General Assignment of Assets to Trust can be straightforward in many cases, the document must be prepared carefully to reflect the grantor’s wishes and to coordinate with existing estate planning instruments such as a last will and testament, certification of trust, and related healthcare and financial powers. In Long Beach, local property rules and trust funding practices can affect how a transfer is completed and recorded. This paragraph outlines common scenarios where an assignment is used, the typical assets involved, and the practical benefits for families seeking continuity of management and clarity for trustees and beneficiaries after incapacity or death.
A General Assignment of Assets to Trust helps ensure assets are aligned with the terms of a trust without having to retitle each item immediately, which can save time and reduce administrative hurdles. It provides a clear record of intent that assets are to be treated as trust property, aiding trustees in managing affairs if the grantor becomes incapacitated and streamlining distribution after death. For many families in Long Beach, this document helps minimize confusion and possible court involvement by clarifying ownership and control. It also coordinates with documents like a certification of trust, pour-over will, and powers of attorney to form a cohesive plan that supports efficient estate administration.
The Law Offices of Robert P. Bergman assists clients in Long Beach and across California with estate planning tools such as revocable living trusts, general assignments of assets to trust, pour-over wills, and related trust documents. Our practice emphasizes practical solutions tailored to each client’s family situation and asset mix, focusing on clarity, careful drafting, and coordination among documents like financial powers of attorney and advance health care directives. Clients receive clear guidance on the steps needed to align property with a trust, and the firm works to make transitions smoother for trustees and beneficiaries when incapacity or death occurs.
A General Assignment of Assets to Trust is a written declaration in which the grantor assigns ownership or beneficial interests in certain assets to a trust, often to ensure those assets will be treated as trust property under the trust’s terms. It is particularly useful when immediate retitling of assets is impractical or when the grantor wants a clear, recorded statement of intent that supports trust funding efforts. In practice, the assignment is used alongside documents like a certification of trust, a pour-over will, and beneficiary designations to form a comprehensive plan that governs management, incapacity decisions, and distribution to heirs.
The assignment typically lists categories of assets or specific items to be treated as part of the trust and may be used to document transfers that occurred or to confirm the grantor’s intent to fund the trust. While the document can facilitate funding, certain assets such as retirement accounts or deeds to real property may still require separate steps like beneficiary designations or recordable deeds. The assignment complements other estate planning tools and can reduce administrative complexity, though careful coordination with trustees, financial institutions, and title companies is often necessary to ensure the grantor’s instructions are honored.
A General Assignment of Assets to Trust is a written instrument where the grantor expresses the intention that specified assets be considered part of a trust, either immediately or upon a triggering event such as incapacity or death. This document provides evidence of intent that simplifies trustees’ duties and supports the trust’s administration. While it does not always replace retitling, the assignment helps create a clear record for banks, financial institutions, and successor trustees. It is designed to work with trust certificates, pour-over wills, and powers of attorney, providing a practical, organized method to consolidate assets under a trust’s direction and reduce potential disputes among beneficiaries.
A well-drafted General Assignment lists the grantor, the trust to which assets are assigned, a description of assets or categories, the date of assignment, and signatures acknowledging intent. The process typically involves identifying assets to include, preparing the assignment document, and providing copies to trustees and relevant institutions. Some assets require additional steps, such as executing deeds for real property or completing beneficiary designation forms for accounts. After the assignment is signed, trustees and financial institutions may rely on the document as part of a broader funding strategy, using it to support the trust’s administration during incapacity or following death.
Understanding common terms associated with trust funding and assignments can help clients make informed decisions when preparing a General Assignment. Terms such as grantor, trustee, trust funding, pour-over will, beneficiary designation, and certification of trust are central to the process. This section explains each term in plain language and highlights how they interact during the trust funding process. Clear definitions help trustees follow the grantor’s intent and reduce undue delays when dealing with financial institutions, title companies, or probate matters. Familiarity with these terms supports effective estate planning and smoother transitions of asset control.
The grantor is the person who creates a trust and who assigns assets to it through instruments such as a General Assignment of Assets to Trust. The grantor’s intentions drive the trust’s formation, terms, and funding approach. A grantor may retain control over the trust during life in the case of a revocable living trust and can specify who will act as successor trustee, who will benefit from the trust, and how assets should be managed or distributed. Clear documentation of the grantor’s intent simplifies administration and helps avoid disputes among beneficiaries or questions from financial institutions.
A Certification of Trust is a concise document that summarizes essential information about a trust—such as the trust’s name, the grantor, and the trustee’s authority—without revealing sensitive details about beneficiaries or specific terms. Institutions often request a certification instead of a full trust document to confirm that the trustee has authority to act on behalf of the trust. When combined with a General Assignment of Assets to Trust, the certification helps banks and other entities verify the trustee’s authority to manage accounts or complete transactions, supporting effective administration while preserving privacy.
Trust funding refers to the process of moving assets into a trust so they are governed by the trust’s terms rather than being subject to probate. Funding may involve re-titling property, changing beneficiary designations, creating assignments, or executing deeds. A General Assignment of Assets to Trust is one tool used during funding to document the grantor’s intent and to consolidate assets where immediate retitling may not be practical. Proper funding helps ensure that successor trustees can manage and distribute assets as the grantor intended, reducing the cost and delay often associated with probate administration.
A pour-over will works alongside a living trust to ensure that any assets not transferred into the trust during the grantor’s lifetime will be transferred to the trust upon death. While assets covered by beneficiary designations may pass directly to named recipients, a pour-over will acts as a safety net for assets overlooked or newly acquired. When combined with a General Assignment of Assets to Trust, a pour-over will provides additional assurance that the grantor’s estate plan will ultimately funnel assets into the trust for management and distribution according to the trust’s instructions.
When preparing estate planning documents, clients weigh the benefits of a limited, narrow approach against a comprehensive funding strategy. A limited approach might focus on a single document or a small set of instruments for immediate needs, while a comprehensive approach uses a revocable living trust, general assignments, pour-over will, and ancillary documents to cover a broader range of assets and future scenarios. The choice depends on the size and complexity of the estate, the types of assets involved, and the family’s goals for management during incapacity and distribution after death. Understanding both approaches helps individuals select the option that best reduces probate risk and clarifies successor responsibilities.
A limited approach may be suitable for individuals with small estates composed primarily of accounts with beneficiary designations and a modest amount of personal property. When most assets pass outside of probate through beneficiary designations or joint ownership, the need for complex trust funding may be reduced. In such cases, a straightforward will, basic powers of attorney, and targeted assignments can address the transfer of remaining assets without the administrative overhead of a fully funded trust. This path may be appropriate when the grantor seeks simplicity and straightforward transfer mechanisms for a smaller set of assets.
A limited approach can also make sense when immediate, targeted changes are required, such as updating beneficiary designations or creating a simple assignment for a particular asset that poses immediate concerns. For people who do not yet require a comprehensive trust structure but want to address a specific exposure quickly, a limited document can provide a practical, short-term solution. This path lets individuals address urgent matters while preserving the option to transition to more comprehensive planning later, including expanding the trust or executing a pour-over will as the estate grows or evolves.
A comprehensive approach tends to be necessary when an estate includes real estate, business interests, retirement accounts, or a diverse portfolio of assets that require multiple funding steps. Real property often requires deeds and title transfers, while accounts with employer-sponsored plans may need beneficiary reviews. Consolidating these elements under a trust with supporting assignments, certifications, and pour-over wills reduces the risk of probate and provides a clear mechanism for trustee management. In these circumstances, a full funding plan helps avoid fragmented administration and aligns asset control with the grantor’s long-term intentions.
For individuals who prioritize privacy and a streamlined process for transferring assets at death, a comprehensive funding strategy is often preferable. Trusts avoid public probate records, and thorough funding decreases the chance that assets will be left to probate court oversight. A complete plan that includes a revocable living trust, general assignments, and a pour-over will creates a coordinated structure for trustee administration, helps clarify successor duties, and reduces delays for beneficiaries. This approach is particularly valuable for families seeking continuity of management and a clear set of instructions for asset distribution.
A comprehensive trust funding approach brings several practical benefits: it can reduce the likelihood of probate, provide continuity of asset management during incapacity, preserve privacy by avoiding public court filings, and reduce potential administrative delays for beneficiaries. By coordinating assignments, deeds, beneficiary designations, and trust documentation, the grantor helps ensure that assets flow according to plan. Trustees receive clearer authority to manage and distribute assets, and families often find that a coordinated approach reduces uncertainty and conflict during emotionally difficult times following incapacity or death.
In addition to administrative efficiency, a comprehensive plan helps protect family interests through clear directives for distribution and management. It can make it easier to appoint trusted individuals to make financial and healthcare decisions through powers of attorney and advance directives. For those with specific needs, such as minor children, dependents with disabilities, or unique property arrangements, a trust-based system offers flexible tools to direct resources in a controlled manner. Overall, well-coordinated documents reduce friction for successor trustees and beneficiaries and help ensure the grantor’s intentions are honored.
One of the most notable benefits of comprehensive trust funding is reduced exposure to probate, which often leads to delay, expense, and public proceedings. By transferring assets into a trust and using instruments like general assignments and pour-over wills, many assets can avoid probate administration, allowing trustees to handle distribution more swiftly and privately. This streamlined approach reduces emotional and financial friction for loved ones during transitions, and it gives the grantor more control over how and when property is distributed once the trustee assumes responsibility for managing trust assets.
Comprehensive planning provides a clear framework for management during periods of incapacity by naming successor trustees and documenting authority through trust instruments and supporting assignments. This continuity avoids the need for court-appointed guardians or conservators and helps ensure that bills are paid, investments are managed, and healthcare directives are followed according to the grantor’s wishes. The resulting clarity reduces conflict among family members and allows for more orderly administration during challenging times, helping preserve the grantor’s assets and ensuring long-term goals remain protected.
Start by creating a comprehensive list of assets you expect to assign to the trust, including bank accounts, investment accounts, personal property, and any real estate. Categorizing assets helps determine which items can be assigned by document and which will require retitling, deeds, or beneficiary form updates. Having a clear inventory reduces the chance of overlooked property and makes it easier to prepare a General Assignment that accurately reflects your intentions. It also allows trustees and institutions to process funding steps more smoothly following incapacity or death.
Store the executed General Assignment, trust decree, certification of trust, and related documents in a secure yet accessible location, and share copies with successor trustees or trusted family members. Regular reviews ensure the assignment and related documents reflect current assets and family circumstances, especially after major life events such as property purchases, retirement plan changes, or births. Periodic reviews reduce the risk of outdated instructions, overlooked assets, or inconsistencies among estate planning documents, helping ensure the plan operates as intended when incapacity or death occurs.
Clients often choose a General Assignment to clarify which assets should be treated as trust property, particularly when retitling every asset immediately would be time-consuming or impractical. The assignment creates a formal record that supports trustees in managing the grantor’s affairs, especially during incapacity, and aligns well with a pour-over will and certification of trust. For people who value efficient administration, reduced risk of probate, and clearer direction for successor trustees, the assignment provides a practical way to document intent while asset-specific transfers are completed over time.
Another common reason to use a General Assignment is to provide a fallback mechanism for assets inadvertently left outside the trust. When an asset is later discovered, the assignment can demonstrate the grantor’s intention that the property be treated under the trust, which can help reduce disputes and speed resolution. Additionally, when combined with powers of attorney and advance health care directives, the assignment supports continuity in decision-making and financial management, giving families greater certainty about how the grantor’s affairs will be handled during transitions.
Typical circumstances that prompt a General Assignment include acquiring assets after a trust is created, facing time constraints that make immediate retitling impractical, owning a diverse portfolio where some items are difficult to retitle quickly, or wanting to document intent clearly for successor trustees. Life events such as relocation, marital changes, or the purchase of real property often trigger updates to an estate plan. The assignment is a versatile tool for people who want to ensure that their trust-based plan remains effective even as assets change over time.
When a grantor acquires property after establishing a trust, they may not immediately retitle the asset into the trust for practical reasons. A General Assignment can record the grantor’s intention that the newly acquired asset be treated as part of the trust, serving as a bridge until retitling or other formal steps occur. This helps prevent assets from unintentionally passing outside the trust and ensures that successor trustees have documentation supporting the grantor’s wishes. Over time, the grantor or trustee can complete any necessary retitling steps to align records fully with the trust.
Certain assets, such as small business interests, vehicles with complex title requirements, or foreign assets, can be difficult or time-consuming to retitle immediately. A General Assignment provides a practical measure to demonstrate intent to include such items in the trust while allowing time to complete the necessary legal or administrative steps. This approach reduces the risk that valuable items will be overlooked and gives trustees a documented basis for including such assets in trust administration when the formal transfer is later completed.
Grantors who prefer to reduce the immediate administrative burden of retitling every asset may use an assignment to document intent with the plan to update titles and account records over time. This can be particularly helpful for individuals with many small accounts or extensive household property. By using the assignment as part of a staged funding strategy, the grantor and trustees can focus on the most critical transfers first while keeping a clear record of intent for remaining assets. This staged approach balances practicality with the goal of comprehensive trust funding.
The Law Offices of Robert P. Bergman provides Long Beach residents with practical guidance on trust funding, general assignments, pour-over wills, and related estate planning measures. We assist clients in preparing documents that reflect their intentions for management and distribution of assets, coordinate with financial institutions and title companies, and help trustees understand their responsibilities. Our approach emphasizes transparent communication, careful documentation, and step-by-step assistance to align property with trust arrangements and reduce the chance of later disputes or probate proceedings for families across Los Angeles County and throughout California.
Clients select our firm because we provide clear, practical estate planning services tailored to personal circumstances, including general assignments of assets to trust, revocable living trusts, and pour-over wills. We focus on aligning documents with the unique asset mix and family goals of each client, helping to ensure that trustees can manage assets according to the grantor’s wishes. Our team guides clients through the necessary funding steps, coordinates with institutions when needed, and prepares supporting documents like certifications of trust to facilitate efficient administration when the time comes.
We also assist with related estate planning instruments such as financial powers of attorney, advance health care directives, HIPAA authorizations, and guardianship nominations. These documents work together with assignments and trusts to provide a complete framework for decision-making during incapacity and distribution at death. Our process emphasizes clear communication and practical next steps so families understand what to expect and how to maintain an effective plan over time, including regular reviews and updates as life circumstances change.
Local knowledge of California and Los Angeles County practices supports smoother interactions with title companies, banks, and retirement plan administrators, which is often needed when funding trusts or applying assignments. The firm helps clients identify which assets require retitling and which can be supported by assignments or beneficiary updates. Our goal is to reduce uncertainty, protect family interests, and make transitions more manageable for trustees and beneficiaries in Long Beach and the surrounding communities.
Our approach to trust funding begins with a careful review of existing documents and a detailed inventory of assets, followed by recommendations for assignment, retitling, and beneficiary designation updates. We prepare the General Assignment of Assets to Trust and coordinate with trustees, financial institutions, and title companies as needed to carry out funding steps. Communication focuses on clear timelines and documentation so that successor trustees can act confidently when called upon. We also prepare complementary instruments, such as pour-over wills, certification of trust, and powers of attorney, to ensure a cohesive estate plan.
The initial step involves a comprehensive review of existing estate planning documents and a detailed inventory of the client’s assets. This includes identifying bank accounts, investment portfolios, real property, retirement accounts, and personal property. The goal is to determine which items can be assigned, which require retitling, and which may be governed by beneficiary designations. Gathering this information early streamlines preparation of the General Assignment and related documents and allows the firm to propose a practical funding plan tailored to the client’s circumstances.
We examine existing trust instruments, wills, beneficiary forms, deeds, and power of attorney documents to understand current arrangements and identify potential gaps. This review helps ensure that any assignment harmonizes with the client’s established plan and prevents conflicts among documents. By clarifying how each asset is currently titled and where beneficiary designations exist, we can recommend the most efficient steps to align property with the trust and reduce the risk of overlooked assets or unintended probate exposure.
After reviewing documents, we compile an asset inventory and provide a funding plan that prioritizes transfers requiring immediate attention. The plan outlines which assets will be addressed through a General Assignment, which need deeds or retitling, and which are covered by beneficiary designations. This phased plan allows clients to complete funding over time while ensuring key assets receive priority. Clear steps and timelines help trustees and family members understand how the plan will be implemented and what documentation is needed.
The second step focuses on preparing the General Assignment of Assets to Trust and other necessary documents, such as a certification of trust, pour-over will, and powers of attorney. We tailor each document to reflect the grantor’s intentions and to work cohesively with existing instruments. After drafting, we coordinate execution and witness requirements, provide instructions for recording deeds if needed, and help clients notify financial institutions. Proper execution and distribution of documents facilitates recognition by banks and title companies and supports seamless trustee authority when necessary.
We prepare a clear General Assignment that identifies the trust, lists assets or categories, and documents the grantor’s intent. The firm coordinates with the client on signature logistics, witness requirements, and notarization when applicable. After execution, copies are provided to successor trustees and relevant institutions so they have access to the documentation needed to act on behalf of the trust. This step emphasizes formality and consistency so institutions will treat the assignment as a reliable indicator of the grantor’s wishes.
In addition to the assignment, we prepare complementary documents such as certifications of trust, powers of attorney, and pour-over wills, and we advise on updating beneficiary designations. Where appropriate, we assist in drafting deeds and coordinating recordation with title companies for real property. We also provide guidance on notifying financial institutions and keeping clear records so trustees can produce documentation when required. These coordinated actions increase the likelihood that assets will be treated as trust property without avoidable disputes or delays.
After documents are executed, we conduct a post-execution review to confirm that the assignment and related steps are in place and to advise on any remaining funding tasks. Ongoing maintenance is important as assets change due to purchases, sales, or changes in account types. Regular reviews help keep the estate plan aligned with current circumstances by updating assignments, retitling property when necessary, and revising beneficiary forms. This maintenance ensures the plan continues to function as intended and reduces the risk of assets being exposed to probate in the future.
We verify where possible that institutions have accepted the assignment or recorded the necessary changes, and we recommend best practices for maintaining organized records. Trustees should have ready access to the trust document, certification of trust, and any executed assignments to present to banks and title companies. Proper recordkeeping prevents delays when trustees need to act and helps clarify the authority to manage or distribute trust assets according to the grantor’s instructions, particularly during times of stress or transition.
Periodic review sessions are recommended to update the trust and related assignments as the client’s financial situation and family circumstances evolve. This includes revisiting beneficiary designations, confirming the status of real property titles, and updating advance health care directives and powers of attorney. Such reviews maintain coherence across estate planning documents and keep the funding plan current. Regular attention helps ensure that newer assets are integrated into the trust and that trustees and beneficiaries remain aligned with the grantor’s wishes.
A General Assignment of Assets to Trust is a document that records the grantor’s intent to have specific assets treated as trust property, serving as a practical tool to support trust funding. It typically identifies the trust, the grantor, and the categories or descriptions of assets being assigned. While it provides helpful documentation for trustees and institutions, certain assets may still require separate steps for full transfer, such as deeds for real property or beneficiary designation forms for retirement accounts. The assignment works alongside a revocable living trust and related documents like a pour-over will and certification of trust to create a cohesive estate plan. Financial institutions and title companies often rely on these documents to confirm a trustee’s authority and to process transactions. The assignment helps reduce confusion by demonstrating intent, but its effect depends on the asset type and whether institutional requirements for retitling or transfer have been met.
In many cases, retitling property into the name of the trust provides the clearest record of ownership and is necessary for real estate, vehicles, and some accounts. A General Assignment documents the intent to treat assets as trust property and can serve as interim evidence of that intent, but it does not always substitute for formal retitling or recorded deeds. For some financial accounts, institutions require specific forms or account re-registration to recognize trust ownership. We recommend reviewing each asset with attention to the institution’s rules and California requirements for recordation. Where practical, important assets should be retitled or otherwise transferred to the trust to reduce ambiguity. The assignment is most useful as part of a staged funding plan, allowing the grantor to document intent while completing retitling steps over time.
A General Assignment can reduce the likelihood of probate for assets that are effectively transferred to the trust or recognized by institutions as trust property, but it is not a universal solution for every type of asset. Certain assets, such as retirement accounts with beneficiary designations or employer plan benefits, pass by their own terms and require beneficiary form updates rather than assignment. Real property typically requires deeds to be recorded to effect a transfer of title. The best approach is to combine an assignment with other tools like deeds, beneficiary designations, and a pour-over will to address all asset categories. By coordinating these instruments, individuals can minimize probate exposure for most assets, though the ultimate effect depends on proper documentation and institutional acceptance.
Beneficiary designations control the disposition of many accounts, such as retirement plans and payable-on-death bank accounts, and typically take precedence over estate or trust directions if not updated. A General Assignment may not change how these accounts are paid unless the account owner also updates beneficiary designations or retitles the account. It is important to review and revise beneficiary forms when aligning assets with a trust to avoid unintended outcomes. A coordinated plan ensures beneficiary designations reflect the grantor’s wishes and that the assignment complements those designations when appropriate. In some cases, a pour-over will can act as a safety net for assets that remain outside the trust at death, but the best practice is to ensure primary beneficiary designations and trust instructions work together to fulfill the estate plan.
Copies of the General Assignment, the trust instrument, the certification of trust, and relevant powers of attorney should be provided to successor trustees and trusted family members to facilitate prompt action if incapacity or death occurs. Financial institutions and title companies may request a certification of trust and a copy of the assignment when a trustee seeks to manage accounts or property. Keeping copies accessible helps trustees present documentation without delay and avoid uncertainty when transactions are needed. It is also wise to inform advisors such as financial planners or accountants about the trust structure and the existence of an assignment so they can assist with coordination. While original signed documents should be stored securely, providing certified copies to trustees and keeping a clear record of where originals are stored improves the likelihood of efficient administration when needed.
If an asset is acquired after the assignment is signed, it may be necessary to execute an updated assignment or to retitle the asset into the trust directly, depending on the asset type. Some grantors include language in the original assignment that covers future acquisitions, but certain institutions or title requirements may still require specific transfer documents. Timely review of the estate plan after significant acquisitions ensures newly acquired items are integrated into the funding strategy. Maintaining a process for updating the trust and assignment when assets change helps preserve the plan’s effectiveness. Periodic reviews and prompt updates reduce the risk that post-assignment acquisitions will remain outside the trust and subject to probate or other unintended transfer rules.
Yes. Certain assets cannot be included through an assignment alone and require separate steps. Real property typically must be transferred by recorded deed, vehicles often need title transfers, and retirement accounts usually require beneficiary designation updates. Business interests or complex holdings may involve contracts or filings that cannot be completed through a simple assignment. These categories often demand individualized steps to ensure proper transfer to a trust. For assets that cannot be assigned directly, the assignment can still document intent and serve as a temporary measure while the formal transfer is completed. Working through a prioritized funding plan helps identify which assets need deeds, retitling, or form updates and ensures that each item is properly addressed to align with the trust.
It is advisable to review your assignment and trust documents whenever you experience major life events such as marriage, divorce, the birth of a child, significant purchases, or changes in financial accounts. Even without major events, an annual or biennial review helps catch accounts that have changed, new assets that should be integrated, and beneficiary forms that may need updates. Regular reviews help preserve the plan’s functionality and reduce the likelihood of unintended outcomes for trustees and beneficiaries. Periodic maintenance also allows for adjustments to trustee appointments, distribution plans, and powers of attorney as family dynamics evolve. Scheduled reviews provide peace of mind by ensuring that the assignment and related estate planning documents remain current and effective in achieving the grantor’s intentions.
A properly prepared General Assignment should make management easier for trustees by providing clear documentary evidence of the grantor’s intent to include specified assets in the trust. This can reduce uncertainty and speed administrative tasks, particularly when institutions need proof of the trust’s claim to certain items. Clear assignments and supporting certifications of trust give trustees the authority they need to act on behalf of the trust when managing assets or carrying out distributions. However, trustees must still follow institutional requirements and may need to complete additional forms or record deeds for certain assets. The assignment is most effective when part of a coordinated funding plan that includes retitling where required and clear communication with banks and title companies to minimize obstacles for trustees during administration.
To begin creating a General Assignment in Long Beach, start with an initial review of your current estate planning documents and a complete inventory of assets. Gathering deeds, account statements, beneficiary forms, and trust documents helps determine which items can be assigned and which require retitling. Contacting a qualified estate planning attorney to discuss your goals and the best approach ensures the assignment is drafted to reflect your intentions and work with other devices like pour-over wills and certification of trust. Once the assignment is drafted, the firm will coordinate execution and advise on any further steps needed to transfer or retitle assets. Working proactively to notify institutions and maintain records helps ensure the assignment serves its intended purpose for trustees and beneficiaries in the event of incapacity or death.
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