May my heirs receive the payout after I am gone?
Yes, but it is not as advantageous. Naming your heirs to receive the payout after you are gone for their lives creates some gift tax and estate tax problems and decreases the income tax deduction.
It is generally better to protect the heirs through an Insurance Trust.
In addition, the 10 percent charitable remainder value requirement from the 1997 Tax Act may hinder forming a trust for children. Notwithstanding, we will consider all option if you have us prepare a formal plan for you.
It is our privilege to guide clients through estate planning decisions
Estate Planning Attorneys
Valued Client Reviews
Lisa Vertz March 14, 2022. I worked with Brandon Johnson and he was very thorough and excellent to work with on a living trust and will. 
Roman Kisz December 21, 2021. Antonio is great. I work in a related industry, but my wife does not. He sat down with us and helped to get our estate in order by walking us through the trust process. My wife was very happy we took the time to protect our family and to get this crucial step in life accomplished. Thanks again! 
Don Houle August 13, 2021. A great place to place your trust for a trust 
Mike Ricci December 5, 2020. 
Kathy Locklear October 3, 2020. 
Kyle T September 22, 2020. Kevin is very knowledgeable, professional, and easy to work with. Highly recommend for Tax and Estate planning. 
Joan Riley January 16, 2018. I have just completed my trust work with Mr. Staker and I could not. be happier. I was referred to him by a prominent San Fernando Vally commercial realtor so I had high hopes when I met with him and I was not disappointed. Now I am insisting that my children go to him to make certain that their trusts are in order. Joan Riley 
Bryan Freeberg May 2, 2017.
Lisa Vertz
March 14, 2022.
I worked with Brandon Johnson and he was very thorough and excellent to work with on a living trust and will.
Roman Kisz
December 21, 2021.
Antonio is great. I work in a related industry, but my wife does not. He sat down with us and helped to get our estate in order by walking us through the trust process. My wife was very happy we took the time to protect our family and to get this crucial step in life accomplished. Thanks again!
Don Houle
August 13, 2021.
A great place to place your trust for a trust
Mike Ricci
December 5, 2020.
Kathy Locklear
October 3, 2020.
Kyle T
September 22, 2020.
Kevin is very knowledgeable, professional, and easy to work with. Highly recommend for Tax and Estate planning.
Joan Riley
January 16, 2018.
I have just completed my trust work with Mr. Staker and I could not. be happier. I was referred to him by a prominent San Fernando Vally commercial realtor so I had high hopes when I met with him and I was not disappointed. Now I am insisting that my children go to him to make certain that their trusts are in order. Joan Riley
Bryan Freeberg
May 2, 2017.
