A general assignment of assets to a trust is an essential document for ensuring that certain property transfers to a trust when a formal deed or retitling is not immediately completed. At the Law Offices of Robert P. Bergman, we help clients in Carmel Valley Village and throughout Monterey County evaluate whether a general assignment is appropriate as part of a broader estate plan. This approach often accompanies a revocable living trust, pour-over will, and related trust documents to make sure assets are managed and distributed according to the settlor’s wishes while reducing administration burdens after incapacity or death.
Choosing the right method to transfer assets can prevent delays and confusion for family members and fiduciaries. A general assignment serves as a simple, legally binding declaration that certain personal property or financial accounts are intended to be part of an existing trust. Clients frequently use it for assets not easily retitled or for smaller items where formal conveyance would be time-consuming. Our firm provides clear guidance about when a general assignment complements documents like a certification of trust, financial power of attorney, and advance health care directive to create a cohesive plan that reflects each person’s priorities.
A properly drafted general assignment of assets to a trust simplifies administration and helps avoid probate for certain property types. It clarifies the settlor’s intent and reduces the risk of assets being overlooked during trust funding. In situations where retitling every item into the trust is impractical, a general assignment creates a clear paper trail that trustees and family members can rely upon. Additionally, when used alongside a revocable living trust and pour-over will, it supports efficient distribution and can save time and expense for loved ones by minimizing legal hurdles and administrative delays after incapacity or death.
The Law Offices of Robert P. Bergman provide personalized estate planning services for residents of Carmel Valley Village, Monterey County, and across California. Our practice focuses on practical solutions such as revocable living trusts, general assignments of assets to trust, and related documents that help families protect their wishes and reduce future burdens. We emphasize clear communication, thorough document preparation, and attentive client support throughout the planning process. Clients appreciate straightforward recommendations that align with their values, financial circumstances, and long-term family goals, with careful attention paid to how documents work together in real-world situations.
A general assignment of assets to trust is a written declaration assigning certain unspecified assets to a trust rather than retitling each asset individually. This document is often used for personal property, intangible assets, and items that are not feasible to transfer immediately. While it does not replace formal transfers like deeds for real estate, it clarifies the intention that listed or described assets are meant to be part of the trust. Understanding when to use a general assignment requires examining the nature of each asset, applicable account rules, and whether additional instruments like a pour-over will should be included to capture property not already inside the trust.
Implementing a general assignment effectively involves coordination with the trust terms and other estate planning documents. The assignment should clearly identify the trust by name and date, describe the assets or categories of property, and state the intended transfer terms. Trustees and successor fiduciaries rely on the clarity of these statements when administering the trust. In some instances, it is appropriate to combine a general assignment with targeted transfers or deeds for significant assets. Careful drafting helps prevent ambiguity, so family members and financial institutions understand the settlor’s intent and the processes for funding the trust.
A general assignment of assets to trust is a legal document in which the grantor declares that certain assets are assigned to an already established trust. This instrument typically references the trust’s name and date and may list categories of personal property, financial accounts, or other intangible items meant to be governed by the trust. While the assignment may not suffice for items that require formal title transfer, it provides important evidence of intent and can be especially useful for assets that are difficult to retitle. Properly framed, the assignment supports a smoother administration and complements core planning documents such as the revocable living trust and pour-over will.
Core elements of a strong general assignment include accurate identification of the trust, a clear statement of intent to assign assets, and descriptions of the property or categories included. Signatures and proper witnessing or notarization help ensure the document’s acceptance by institutions and courts. The process typically begins with an inventory of assets that are practical to include through assignment, assessing whether some items require separate conveyance, and coordinating language with the trust document. Following execution, the assignment should be stored with the trust documents and communicated to trustees and key family members to avoid confusion when the trust is administered.
Understanding common terms enhances confidence when assembling estate planning documents. Below is a concise glossary of relevant words and phrases used in trust funding and general assignments, explained in plain language. These definitions help clients recognize how various instruments interact and when particular documents are needed, such as transfer deeds for real property, pour-over wills, and certifications of trust. Clear terminology reduces the likelihood of misinterpretation later, so trustees, family members, and financial institutions can follow the settlor’s intentions and carry out the trust administration process efficiently.
A revocable living trust is a legal arrangement that holds assets during the settlor’s lifetime and provides instructions for management and distribution after incapacity or death. The settlor retains the ability to modify or revoke the trust while alive and mentally capable. The trust typically names a successor trustee to carry out administration and beneficiaries who will receive trust property. Funding the trust, whether by deed, retitled accounts, or general assignment, is a key step to ensuring that assets are governed by the trust’s terms and that the trust can serve its intended probate-avoidance and management functions.
A pour-over will is a back-up document that directs any assets not already in the trust at death to be transferred into the trust and distributed according to its terms. It ensures that assets unintentionally left outside the trust are ultimately governed by the trust’s provisions. While a pour-over will still requires probate for the assets it covers, it simplifies distribution and confirms the settlor’s intent for those assets. Using a pour-over will together with a general assignment and certification of trust provides multiple layers of protection against accidental exclusion of property from the trust.
A certification of trust is a concise document summarizing key information about a trust, such as the trust’s name, date, and trustee authority, without revealing confidential provisions. Financial institutions often accept a certification instead of a full copy of the trust to verify that a trustee has authority to manage accounts. A certification supports the practical administration of a trust and, when paired with a general assignment, helps trustees demonstrate their authority to take control of assets intended for the trust, allowing for smoother transfer and fewer administrative delays.
An advance health care directive is a document that appoints a decision-maker for medical care and states an individual’s preferences for treatment in the event of incapacity. It operates alongside financial planning documents such as powers of attorney and trusts to ensure that both health-care and financial decisions reflect the person’s wishes. While an advance health care directive does not directly transfer assets, it complements a comprehensive estate plan by clarifying who will advocate for the person’s medical preferences while the trustee or agent handles financial and trust matters.
When funding a trust, clients can choose from direct transfers, retitling accounts, deeds for real estate, or a general assignment. Each option has advantages depending on the asset type. Direct retitling and deeds provide the clearest legal control for large assets, while a general assignment works well for personal property, small accounts, or situations where immediate retitling is impractical. The right combination balances cost, timing, and convenience. A well-rounded plan often uses a combination: formal transfers for significant assets and a general assignment plus a pour-over will to catch items that remain outside the trust at death.
A limited approach to trust funding often makes sense for small items of personal property, sentimental belongings, or other assets that would be expensive or burdensome to retitle. A general assignment can designate such property to the trust without the time and cost of individual transfers. This method is practical for families who want the benefits of a trust without unnecessary administrative complexity. By documenting intent clearly, the assignment reduces later disputes and guides trustees in identifying assets meant for the trust while preserving more formal transfers for major property like real estate and investment accounts.
Sometimes clients need an interim solution while arranging formal title transfers or waiting for account requirements to be met. A general assignment can serve as a bridge during updates to a comprehensive estate plan. It provides clear evidence that certain property is intended to be governed by the trust while formalities are scheduled or completed. Using an assignment temporarily reduces the risk that assets will be overlooked and helps keep the overall plan cohesive, ensuring that beneficiaries and successor fiduciaries have guidance until permanent funding steps are finalized.
High-value assets, real estate, retirement accounts, and complex investment holdings typically require formal transfers or beneficiary designation reviews to align with a trust plan. Relying solely on a general assignment for such items can create legal complications and delay efficient administration. A comprehensive approach ensures the correct legal mechanisms are used for each asset type and reduces the potential for disputes or unintended tax consequences. Coordinated planning helps maintain control over distribution, creditor protection considerations, and proper continuity in management when a trustee steps in to administer the trust.
When a family’s circumstances suggest potential disagreements or when beneficiaries have competing interests, a comprehensive funding strategy can provide greater clarity and reduce ambiguity that leads to disputes. Clear deeds, properly titled accounts, and precise trust language combined with a thoughtfully worded general assignment help create an unmistakable record of intent. This thorough approach minimizes the risk of litigation, eases trustee decision-making, and helps protect relationships by ensuring that beneficiaries understand the plan and the mechanisms used to transfer and administer assets.
A comprehensive plan that pairs formal transfers with a general assignment and supporting documents delivers clarity, continuity, and reduced administrative friction. Combining deeds, account retitling, beneficiary designations, and a certification of trust ensures that major assets are transferred properly while a general assignment addresses items that are impractical to retitle. This layered strategy helps trustees act swiftly, lowers the likelihood of probate where avoidable, and gives family members clear instructions during a difficult time. Thoughtful coordination also helps align financial and health directives for cohesive decision-making when incapacity occurs.
Beyond legal mechanics, a comprehensive approach brings peace of mind by documenting intentions clearly and reducing future ambiguity. It promotes efficient administration, can save on legal costs associated with resolving disputes, and helps ensure that distributions occur smoothly according to the settlor’s wishes. Working through each asset category and using the appropriate conveyance method protects the estate plan’s overall integrity. Clients benefit from tailored recommendations that respect family goals, tax considerations, and practical needs, producing a durable plan that serves both short-term and long-term objectives.
A primary benefit of carefully funding a trust is the potential to reduce probate administration and speed the settlement process for beneficiaries. When assets are properly transferred into a trust through deeds, retitling, or accepted assignments, trustees can access and distribute property with fewer court procedures and delays. This efficiency reduces administrative expenses and allows families to resolve financial matters sooner after a loss. A well-structured combination of transfer methods supports continuity in financial management and ensures that the settlor’s instructions are followed without unnecessary formalities or interruptions.
When a trust is properly documented and assets are clearly identified for transfer, trustees and financial institutions have the documentation they need to act on behalf of the trust efficiently. A certification of trust, accompanied by a general assignment where appropriate, clarifies who has authority and what property belongs to the trust. This reduces administrative friction and the need for additional verification steps. Clear documentation also protects trustees from liability when following the settlor’s directives, enabling smoother transactions and more predictable outcomes for beneficiaries during trust administration.
Begin by creating a thorough inventory of personal property, financial accounts, and intangible assets you intend to include in the general assignment. Clear descriptions help trustees and family members identify items without confusion. Include account numbers, approximate values, and locations where physical property is kept. A precise inventory prevents ambiguity and makes administration smoother. Keep the inventory updated as circumstances change, and store it with the trust documents so successors readily find the information when it is needed during administration or probate avoidance procedures.
After executing a general assignment and related trust documents, store them securely and let key family members or fiduciaries know where to find them. Provide trustees with copies of the certification of trust and the assignment to ease access when needed. Clear communication reduces stress and confusion in challenging times and ensures that trustees can act in accordance with the settlor’s wishes. Regularly review and update documents to reflect life changes such as new assets, address changes, or altered family circumstances to maintain an effective and current plan.
A general assignment is a practical choice when certain property is difficult or costly to retitle, or when a settlor seeks a simple mechanism to include numerous personal items in a trust. It clarifies intent and helps prevent assets from being overlooked after death. This approach can be particularly helpful alongside a revocable living trust and pour-over will, providing a secondary method to capture property that remains outside the trust. Considering a general assignment as part of a larger strategy enables flexible, cost-effective planning while maintaining alignment with overall estate objectives.
Clients may also choose a general assignment for interim coverage while arranging formal transfers for significant assets. It serves as a bridge that documents intended transfers until deeds and account retitling are complete. Additionally, for estates where privacy and straightforward administration are priorities, combining a general assignment with a certification of trust can minimize the need for contentious disclosures and help streamline interactions with financial institutions. Thoughtful use of this tool supports practical administration and reduces the likelihood of unintentionally excluded property.
A general assignment is commonly used when clients possess numerous small items, have recently acquired assets that are not yet retitled, or when heirlooms and personal effects need to be included without separate conveyances. It is also useful during estate plan updates or relocations when transferring titles immediately is impractical. Families with limited time to address formal retitling often rely on a general assignment as a reliable expression of intent. In every case, careful drafting and coordination with the trust document ensure that the assignment effectively supports the overall plan.
Personal property and household items are frequently managed through a general assignment because retitling such items is rarely practical. The assignment can list categories or specific items to confirm that they belong to the trust. This prevents family members from debating whether particular possessions were intended to pass through the trust. Including these categories in a clear written document, stored with the trust paperwork, helps trustees and beneficiaries identify and distribute items according to the settlor’s wishes while avoiding unnecessary formal transfer processes for everyday property.
Small brokerage accounts, cash holdings, or accounts with institutions that have cumbersome retitling requirements are often addressed through a general assignment. When the effort or cost of retitling outweighs the asset’s value, an assignment provides a practical solution for including the accounts in the trust. It’s important to confirm with account holders about their acceptance of assignments and to maintain documentation that links the accounts to the trust. This helps trustees access funds and distribute them according to the trust terms without prolonged administrative hurdles.
Major life changes such as relocating, selling property, or changing financial institutions can delay retitling, making a general assignment useful as an interim measure. While formal transfers are often preferable for substantial assets, an assignment documents intent in the interim and helps prevent accidental exclusion. It provides continuity in an evolving plan and ensures trustees and successors have guidance. Periodic reviews should follow any interim assignment to complete formal funding steps when practical, thereby maintaining the long-term strength and clarity of the estate plan.
The Law Offices of Robert P. Bergman serve clients in Carmel Valley Village, Monterey County, and throughout California with practical estate planning services focused on trust formation and funding. We assist in drafting revocable living trusts, general assignments of assets to trust, pour-over wills, and related documents such as financial powers of attorney and advance health care directives. Our goal is to help families create plans that reflect personal preferences and minimize administrative burdens for loved ones. We welcome inquiries by phone at 408-528-2827 to discuss planning needs and next steps.
Clients choose the Law Offices of Robert P. Bergman for clear communication, practical planning, and careful coordination among documents. We prioritize helping clients understand when a general assignment is appropriate and how it complements other trust funding steps. Our approach emphasizes thorough documentation, sensible inventory practices, and guidance that reflects each client’s circumstances. By focusing on realistic solutions that streamline administration and protect family interests, we help create durable plans that function effectively when they are needed most.
We work with clients to evaluate assets, prepare assignments and certifications, and coordinate with financial institutions to reduce roadblocks during administration. The firm’s services include drafting revocable living trusts, pour-over wills, and supporting documents like HIPAA authorizations and guardianship nominations. Our aim is to make the process as straightforward as possible while ensuring legal clarity. We help clients prioritize which assets need formal transfer and which are well-suited for inclusion through a general assignment, creating a balanced plan that meets both practical and legal needs.
From initial consultations through document execution and storage, our office assists clients at every step of the trust funding process. We encourage regular reviews to keep plans current with life changes, new assets, or revised family needs. Open communication ensures trustees and family members understand where documents are kept and how to proceed when the time comes. For residents of Carmel Valley Village and surrounding communities, we provide responsive support to create estate plans that offer clarity, reduce administrative burdens, and reflect each person’s goals for asset distribution and incapacity planning.
Our firm follows a clear process for assessing assets, drafting a general assignment if appropriate, and coordinating with trust documents to ensure cohesive estate planning. We begin with an in-depth review of assets and account rules, discuss funding priorities, and identify items requiring formal transfer. Drafting includes precise language that references the trust by name and date and provides adequate descriptions of property categories. After execution, we advise on storage and communication with trustees and relevant institutions to minimize delays during administration and to keep the plan functional and up to date.
We begin by reviewing your assets to determine the best method of transfer for each item, whether through deed, retitling, beneficiary designation, or a general assignment. This assessment helps prioritize actions and reduce unnecessary paperwork. Our goal is to identify which assets require formal conveyance, which are suitable for assignment, and how to coordinate with existing accounts. The result is a clear plan for funding the trust that considers cost, convenience, and the legal requirements of different asset types.
We identify personal property and smaller accounts that are practical to include via a general assignment. This involves cataloguing household items, collectibles, and financial accounts with complex retitling rules. The cataloguing process helps build an assignment that is descriptive enough for trustees to locate and manage assets. Clear descriptions, account information where applicable, and storage locations are included to assist successors. This step helps prevent items from being overlooked and supports efficient administration after incapacity or death.
We also determine which assets require formal transfer procedures, such as deeds for real estate, retitling of investment accounts, and updating beneficiary designations on retirement plans. These formal transfers protect legal control and reduce future complications. For significant assets, completing proper deeds and account retitling is often the best way to ensure they are governed by the trust. We outline the necessary steps and timing to accomplish these transfers while balancing convenience and cost.
Once we have a clear inventory and plan, we draft the general assignment and any supporting documents such as a certification of trust. Drafting focuses on clarity, identifying the trust and describing assets or categories to be assigned. We review the language with clients to confirm that it reflects their intent and coordinate notarization or witnessing as needed for acceptance by institutions. After execution, we advise on secure storage and provide copies to trustees or trusted family members to facilitate future administration.
Preparing the assignment involves creating language that links the identified assets to the trust and specifying the effective dates and conditions of transfer. A certification of trust is prepared when institutions require proof of trustee authority without disclosing full trust terms. These documents work together to make it easier for trustees to access accounts and manage property. We ensure that the documents are properly executed and compatible with institutional requirements to minimize later obstacles during trust administration.
After executing the assignment and supporting documents, we provide guidance on distributing copies to trustees and storing originals in a secure, known location. Notifying fiduciaries and key family members about document locations helps avoid delays. If specific institutions require original documents, we assist in meeting their procedural requirements. Our team recommends periodic reviews and updates to reflect new assets or life changes, ensuring that the trust funding remains effective and consistent with current circumstances.
Funding a trust is an ongoing process that benefits from periodic review and maintenance. We schedule follow-up consultations to confirm that retitling and beneficiary designations remain aligned with the trust and update the general assignment if circumstances change. Life events such as marriages, divorces, asset acquisitions, or relocations can affect the plan’s effectiveness. Regular maintenance helps preserve clarity, reduce the risk of assets falling outside the plan, and ensure that trustees have the information needed to administer the trust properly when required.
After major life changes, we review the trust, assignment, beneficiary designations, and account titles to ensure everything remains consistent with the client’s wishes. This review identifies gaps where additional transfers or document updates are needed. Prompt adjustments prevent unintended outcomes and minimize the need for administrative corrections later. Regular check-ins also help clients confirm the location of documents and the names of trustees and agents, so the plan continues to function smoothly in light of evolving circumstances.
When trustees take over administration, we support them by explaining the trust documents, clarifying the scope of the general assignment, and assisting with transactions that may require institutional cooperation. Guidance includes presenting the certification of trust, locating assigned assets, and explaining distribution procedures under the trust terms. This assistance helps trustees act confidently and reduces delays or disputes. Our goal is to ensure a practical, orderly administration aligned with the settlor’s intentions and with minimal friction for beneficiaries.
A general assignment of assets to a trust is a written document stating that certain personal property and other specified items are intended to be transferred into an existing trust. It is especially useful for assets that are impractical to retitle or for categories of items that would be expensive to transfer individually. The assignment references the trust by name and date and provides descriptive language to help trustees and family members identify the items intended to be part of the trust. This instrument works best as part of a coordinated estate plan that includes a revocable living trust and pour-over will. When considering whether to use a general assignment, it is important to inventory assets and determine which items require formal transfers, such as deeds for real property. A practical plan often combines formal retitling for major assets and a general assignment for smaller or more difficult-to-retitle items. Clear drafting and proper storage of the assignment with trust documents help ensure acceptance by fiduciaries and institutions and reduce the likelihood of assets being overlooked during administration.
A general assignment can help avoid probate for certain types of property that are included in the trust through the assignment, but it does not automatically eliminate probate for all assets. Some property types, such as real estate or accounts with named beneficiaries, have specific transfer procedures that may require deeds or beneficiary designation changes to avoid probate. A general assignment is most effective for personal property and smaller holdings that do not necessitate formal title transfers, and it functions best when paired with a pour-over will and other funding methods to capture assets left outside the trust. To maximize probate avoidance, a comprehensive funding strategy is recommended. This involves retitling real estate and investment accounts where feasible, updating beneficiary designations on retirement accounts and life insurance, and using a general assignment for remaining items. Coordinated planning reduces probate risks, clarifies trustee authority, and helps ensure assets are distributed according to the trust’s terms without unnecessary court intervention.
A pour-over will acts as a safety net that directs assets outside the trust at death to be transferred into the trust through probate. A general assignment, on the other hand, attempts to assign certain property to the trust during the settlor’s lifetime, often for items that cannot be retitled easily. The two documents work together: the assignment documents intent for personal and miscellaneous property while the pour-over will catches any remaining assets at death, ensuring they ultimately fall under the trust’s administration and distribution rules. While the pour-over will ensures that unintentionally unassigned assets are governed by the trust, these assets may need to pass through probate first. Therefore, combining proactive funding steps with a pour-over will and an assignment provides layered protection—reducing the number of items that require probate and ensuring the settlor’s overall plan is honored by trustees and beneficiaries.
Acceptance of a general assignment by financial institutions varies depending on the institution’s policies and the type of account involved. Some institutions will accept an assignment for certain accounts or personal property, while others may require formal retitling or beneficiary changes. A certification of trust often helps by providing institutions with the trust’s essential details and verifying trustee authority without exposing sensitive trust provisions. Before relying on an assignment for particular accounts, it is prudent to confirm institutional requirements and, if necessary, pursue formal retitling for larger or more regulated assets. To reduce delays, we typically coordinate with account holders and institutions during the planning process. If an institution requires original documents, notarization, or specific forms, we assist clients in meeting those requirements. Clear communication and anticipatory planning help ensure that trustees will be able to access and manage accounts as intended when the time comes.
Whether to retitle a home into a trust or rely on a general assignment depends on the property’s value, the state’s requirements, and the settlor’s objectives. Real estate often benefits from formal transfer by deed into the trust because deeds create a clear, legally recognized change in title that reduces the need for probate. A general assignment does not typically substitute for a deed where real property is concerned. For high-value real estate, a deed into the trust is usually the preferred approach to provide clear ownership and simplify trustee actions after incapacity or death. If timing, tax consequences, or mortgage considerations make immediate deed transfer impractical, a general assignment may serve as a temporary measure, but it should be followed by formal conveyance when possible. Consulting with legal counsel helps determine the most appropriate sequence of actions to protect property interests and align the home’s title with the trust’s administration goals.
Periodic review of your trust and general assignment is recommended after major life events such as marriages, divorces, births, deaths, asset purchases or sales, and changes in residence. Even absent major events, reviewing documents every few years helps ensure beneficiary designations, account titles, and the assignment remain aligned with your wishes. Regular reviews also allow updates to trustee and agent appointments and ensure that newly acquired assets are properly integrated into the plan. Keeping documents current reduces the chance of unintended outcomes and lessens administrative burdens on trustees. During reviews, we verify that retitling and beneficiary designations are consistent with the trust’s terms and update the general assignment as needed. This maintenance preserves the effectiveness of the plan and helps trustees locate and manage assets efficiently when administration is required. Proactive reviews provide peace of mind and maintain the integrity of your estate planning structure.
Retirement accounts and certain tax-advantaged plans are governed by beneficiary designations and plan rules, so they typically require updating beneficiary forms rather than relying on a general assignment. A general assignment generally cannot override an account’s beneficiary designation, so aligning the account’s named beneficiaries with trust goals is essential if you want those assets to pass to the trust. For some plans, naming the trust as beneficiary is an option, but that choice requires careful consideration of tax and distribution rules to avoid unintended consequences for beneficiaries. It is important to coordinate retirement account planning with the broader trust strategy. We review account rules and beneficiary options and help structure distributions in a way that reflects your goals while addressing tax and practical considerations. Proper coordination reduces surprises and helps ensure retirement assets flow as intended.
A clear general assignment should identify the trust by its legal name and date, state the settlor’s intent to assign specified assets or categories to the trust, and provide sufficient descriptions or categories of property to allow trustees to identify those items. Including account numbers, locations of physical property, and any special instructions enhances clarity. Execution details such as signatures, dates, and notarization where appropriate support acceptance by institutions and add credibility to the document when presented during administration. In addition to descriptive information, it is helpful to store the assignment with a certification of trust and other core documents so trustees can validate their authority and access assigned property. Regularly updating the assignment and keeping a current inventory helps maintain the plan’s effectiveness and reduces the likelihood of assets being missed during administration.
Trustees locate items covered by a general assignment by consulting the assignment itself, any inventory attached to it, and related trust documents. The assignment should provide descriptive details and the location of property or account information to help identify assigned items. Trustees may also consult family members, financial institutions, or records maintained by the settlor to locate assets. Clear documentation and open communication before incapacity or death make this process far more efficient and reduce the risk of missing assets during administration. If items are difficult to locate, trustees can use the information provided in the assignment and certification of trust to request account records or property inventories. Keeping up-to-date documentation and ensuring trustees know where documents are stored minimizes delays and supports orderly administration according to the trust’s terms.
To begin drafting a general assignment in Carmel Valley Village, start by scheduling a consultation to review your assets, current estate planning documents, and desired outcomes. During the intake, we help identify which property should be formally retitled and which items are best included in an assignment. We prepare a tailored draft that references your trust, describes assigned items, and follows institutional and legal requirements. Getting started promptly helps prevent assets from being unintentionally left outside the trust and ensures your plan is cohesive and actionable. We also guide you through execution, notarization, and storage, and advise on communicating document locations to trustees and family members. After the assignment is executed, we recommend periodic reviews to adjust for new assets or life changes. With clear documentation and careful coordination, the assignment will support your overall estate plan and simplify administration when it is needed.
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