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.
Can I Be My Own Trustee?
Not if you want the tax advantages of an Insurance Trust. If you are the trustee, the trust is taxed by the estate tax. You must name another person as trustee. The trustee can be anyone you choose, such as an heir, a friend, or a professional trustee.
It is our privilege to guide clients through estate planning decisions
