Drafting a Trust In Santa Rosa, California

Find the right Drafting a Trust attorney in Santa Rosa, CA

In Santa Rosa, California, a trust is an arrangement in which property is held by one person (the trustee) for the benefit of another (the beneficiary).

Trusts can serve any number of purposes. They can be set up to ensure that the child has a college fund, or to see that the beneficiary's basic needs are met, without the money being spent on frivolities.

A trust can make as many or as few allowances as the person creating it wants. For example, a trust could be set up which permits the beneficiary to spend the money on educational expenses, and nothing else.

Because you, as the trustee, can determine the rules under which the trust operates, you could give the beneficiary the right to access the fund at any time, for any reason, essentially letting them do whatever they want with the money, if that's what you want to do.

What to Include in Any Santa Rosa, CA Trust

To create a valid trust in Santa Rosa, California, 4 elements must be present. The first element is purpose - the property being held in trust must be there for a reason. Your trust can serve just about any lawful purpose you can think of.

Second, the trust needs a trustee. The trustee will have possession of the property or money that is being held in trust, and will be responsible for putting it to the use that the creator of the trust intended.

Third, the trust also has to name a beneficiary. This is the person or entity (such as a charitable organization) who is going to benefit from the trust.

Finally, and perhaps most importantly, the trust requires a "body." The body of a trust is the thing (typically, but not always, money) that is directly being held in trust, and therefore overseen by the trustee, and used to help the beneficiary.

Can A Santa Rosa, California Trust Drafting Attorney Help?

While its' easy to list the basic elements that need to be present for a trust to be valid, the actual process of setting up a trust can be a little intricate. For that reason, seeking the counsel of a knowledgeable Santa Rosa, California attorney to help you set up a trust is probably a good idea.

Talk to a Wills, Trusts and Estates Law Attorney now!

Life in Santa Rosa

Santa Rosa, California is a city in Sonoma County, in the far northern portion of the San Francisco Bay Area. With a population of about 162,000 people, it is the fifth-largest city in the Bay Area.

Santa Rosa's first known permanent settlement came in the 1830s, and it began to grow after California achieved statehood. In 1867, Sonoma County officially incorporated it as a city. The 1906 San Francisco Earthquake essentially destroyed the downtown area of Santa Rosa. In addition to destroying much of San Francisco, that earthquake heavily damaged almost every other city in the Bay Area.

Modernly, Santa Rosa is known for the natural beauty just outside the city, in the form of rolling hills and miles of undisturbed wilderness. Santa Rosa, and the rest of Sonoma County is internationally renowned as a wine-making region, with scores of vineyards and wineries nearby.

If you live in Santa Rosa, California and need an attorney, the chances are good that you'll be able to find one. The thriving and diverse economy of the Bay Area, and Santa Rosa's status as one of the outlying population centers of that area, ensure that Santa Rosa, California lawyers are very sophisticated and well rounded. If you have any type of legal problem, and need help with it, a Santa Rosa, California lawyer is the person to call.

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