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Why have a family trust in California?

In California especially, having a living trust can save your loved ones time, money, and a lot of hassle. It also means your beneficiaries will likely receive their inheritance faster. This can be helpful if you have family members who will rely on that inheritance to pay for their living expenses.

How do family trusts avoid taxes?

For all practical purposes, the trust is invisible to the Internal Revenue Service (IRS). As long as the assets are sold at fair market value, there will be no reportable gain, loss or gift tax assessed on the sale. There will also be no income tax on any payments paid to the grantor from a sale.

What are the disadvantages of putting your house in a trust?

The Cons. While there are many benefits to putting your home in a trust, there are also a few disadvantages. For one, establishing a trust is time-consuming and can be expensive. The person establishing the trust must file additional legal paperwork and pay corresponding legal fees.

Is a trust better than a beneficiary?

It is always a good idea to have a trust to handle your assets after your death. Naming the beneficiaries of your accounts ensures that they can avoid probate, but it overrides any estate planning you may have in place already.

How does a trust work when someone dies in California?

In California, the beneficiaries have no standing to contest the trust until it becomes irrevocable upon the death or incapacity of the last surviving settlor. At that point, the successor trustee is required to give notice to the deceased settlors heirs and all named beneficiaries.

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