Trusts in California: Understanding the Basics

What is a TRUST?

IT’S A LEGAL RELATIONSHIP BETWEEN YOU,

SOME OF YOUR PROPERTY,

SOMEONE YOU APPOINT TO MANAGE THAT PROPERTY,

AND THOSE YOU CHOOSE WHO CAN BENEFIT FROM THE

PROPERTY.

THERE ARE MANY DIFFERENT SPECIFIC TYPES OF

TRUSTS, EACH WITH ITS OWN BENEFITS AND

DRAWBACKS.

How Do You Make a

TRUST?

• THE TRUST TERMS

• THE TRUST TERMS • THE NAME OF THE TRUSTEE

• THE TRUST TERMS • THE NAME OF THE TRUSTEE

• THE NAME(S) OF THE BENEFICIARY

• THE TRUST TERMS • THE NAME OF THE TRUSTEE

• THE NAME(S) OF THE BENEFICIARY • AND YOUR SIGNATURE.

What Is a TRUSTEE?

What Does The

TRUST OWN?

Who Are The

BENIFICIARIES?

Changing the

TRUST

Living or Testamentary TRUST

Want to Know More About

Trusts in California?

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