Los Angeles Trusts Lawyer

Hands-On Trust Planning for Los Angeles Families

Our trusts lawyer in Los Angeles can help you determine what you want your trust to accomplish, who should manage it, and how it should coordinate with the rest of your estate plan. At Stonewood Law Group P.C., we work with clients whose plans involve real estate, financial assets, business interests, and changing family circumstances. 

You can complete the process remotely. We routinely guide clients through: 

• Living trusts
• Special needs trusts
• Trust administration 

Call (213) 457-0497 today to discuss a free consultation or contact us online. We communicate with clients in English, Spanish, Hebrew, and Armenian. 

What to Expect During Trust Planning

The initial planning discussion focuses on your goals, family circumstances, assets, and the people you’re considering as decision-makers. We help you examine how property should be managed during your lifetime and how the trust should operate or distribute assets later.

Our trust planning process can be completed fully remotely. At each stage, we provide explanations, letters, and guidance so you understand the decisions reflected in your plan.

Choosing the Right Trust for Your Family’s Goals

A trust is a planning tool, and its structure should reflect your assets, family, and wishes for your lifetime and afterward.

Understanding Your Goals 

A trust can serve several goals: 

• Managing property
• Providing for beneficiaries
• Planning for incapacity
• Addressing a particular family circumstance

For families with real estate, investment accounts, business interests, or multigenerational wealth, those goals may call for considerations beyond those of a straightforward estate.

Management Decisions

The person managing a trust can matter almost as much as the document itself. A trustee or successor trustee may need to make financial decisions, communicate with beneficiaries, and follow the trust’s terms over time. 

Choosing someone who’s dependable, organized, and willing to accept those responsibilities deserves careful consideration. We help you decide who should manage the trust and how that role fits into the broader estate plan.

Under California law, trustees have a duty to keep beneficiaries reasonably informed about the trust and its administration. Trustees generally must provide an accounting at least annually, when the trustee changes, and when the trust terminates. These responsibilities are important when selecting both an initial trustee and a successor trustee, who takes over when the original trustee can no longer serve or the trust calls for a transition.

Make the Trust Part of a Larger Plan

A trust shouldn’t be viewed in isolation. Wills, powers of attorney, and advance healthcare directives address different aspects of your family’s future. These documents should work together rather than leave gaps or conflicting instructions. 

We help you consider your plan as a whole while keeping the focus on what your family needs.

Plan with the Bigger Picture in Mind

At Stonewood Law Group P.C., our founder has practiced since 2015. We take a hands-on, accessible approach to both straightforward and sophisticated, high-net-worth estates. 

We build relationships that can continue as your circumstances change, your family grows, and future generations need guidance.

Start a free consultation by calling (213) 457-0497 or contacting us online today. We serve clients across Greater Los Angeles, including clients near where the 101 meets the 405.