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Over 35 Years Of Tailored Trust Solutions For California

Last updated on May 30, 2024

A trust is a legal arrangement where one party holds and manages assets for the benefit of another party. Trusts serve various purposes, including the avoidance of probate, which is the legal process of distributing a deceased person’s assets. By setting up a trust, individuals can ensure a smoother and more private transfer of their assets, according to their wishes.

At Rita Holder Law, serving Contra Costa County, you will find tailored guidance aligned with your specific estate planning goals. Attorney Rita Holder has over 35 years of experience creating trusts with careful consideration of your unique needs and circumstances.

Revocable Vs. Irrevocable Trusts

The choice between a revocable and irrevocable trust depends on the individual’s needs for control and flexibility. With a revocable trust, the grantor can alter or terminate the trust while they are alive. It offers the flexibility to adjust the terms as circumstances change. In contrast, you cannot modify or revoke an irrevocable trust after establishing it. This offers benefits such as protection from creditors and certain tax advantages.

Creating Specialty Trusts

Specialty trusts are highly customizable tools in estate planning. Rita Holder crafts a variety of specialty trusts, including:

  • Special needs trusts: Provide for the care of a loved one with disabilities.
  • Generation-skipping trusts: Help transfer assets to grandchildren.
  • Legacy trusts: Designed to preserve wealth across generations.
  • Spendthrift trusts: Protect beneficiaries from their own spending.
  • Charitable trusts: Support certain organizations and fulfill philanthropic goals.

Each trust is designed to meet specific estate planning objectives, reflecting the client’s priorities and providing peace of mind.

Discover How Rita Holder Law Can Guide Your Estate Planning

Explore the benefits of a personalized trust with Rita Holder Law. Whether you’re considering a simple revocable trust or need a complex specialty trust, Rita Holder is here to help. Contact the firm in Walnut Creek today at 925-401-7885 or use the online contact form to schedule your consultation.