As a Ventura County estate planning law firm specializing in life insurance trusts, our firm commonly recieves questions about life insurance trust pros and cons. We have a team of experts with the legal knowledge to answer questions about the process of choosing a life insurance trust, and what the benefits of proper estate planning can be.

Our firm can provide expert legal services as estate planning attorneys. We are a Southern California based law firm in business since 1985. We specialize in life insurance trusts and estate planning matters.

To learn more about life insurance trusts, or if you would like a free consultation to learn if a life insurance trust is right for you, please do not hesitate to contact us at (805) 482-2282, or e-mail us.

Are There Other Reasons Why the Trust Should Be the Beneficiary of the Policy?

Yes. Besides keeping control of the proceeds, you prevent a possible conservatorship or guardianship if one of your trust beneficiaries is incompetent or a minor when you die. Generally, an insurance company will not pay proceeds directly to an incompetent or minor, insisting instead on court supervision. If your trust is the insurance beneficiary, the trustee will receive the proceeds and provide for this person’s care for as long as needed.

Services We Offer

It is our privilege to guide clients through estate planning decisions

Estate Planning Attorneys

Valued Client Reviews on Google

    
 
 
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   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.
  
 
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   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!
  
 
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   Don Houle 
 August 13, 2021.
 
 
  A great place to place your trust for a trust
  
 
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   Mike Ricci 
 December 5, 2020.
 
 
  
  
 
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   Kathy Locklear 
 October 3, 2020.
 
 
  
  
 
      Posted on Google  
   
   Kyle T 
 September 22, 2020.
 
 
  Kevin is very knowledgeable, professional, and easy to work with. Highly recommend for Tax and Estate planning.
  
 
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   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
  
 
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   Bryan Freeberg 
 May 2, 2017.
 
 
  
  
 
  
  
 
 
   Google rating score: 4.9 of 5, based on 9 reviews

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