Temecula Trusts Attorney | Trust Administration Lawyer
Trusts Lawyer Benjamin Graff provides customized estate planning solutions which include the strategic use of Trusts.
With a well-drafted and properly funded Trust as an integral part of your estate plan, you can maintain control of your
assets now while also helping your family avoid additional expenses and hassles after you are gone.
Temecula Trusts Attorney Benjamin Graff will help you establish one or more trusts to achieve your legal objectives and
ensure the efficient distribution of your assets upon your death. A Trust can assist your estate by helping to avoid probate,
offer protection from creditor claims, and minimize tax obligations. As a skilled Trust Administration Attorney, Mr. Graff
will clearly communicate your intentions in order to ensure your wishes are respected after your death. Your estate will be
distributed within the financial and legal parameters that you have directed in the Trust.
In an efficient and cost-effective manner, Temecula Trust Administration Lawyer and Trusts Attorney Graff provides
personalized, experienced legal counsel. He takes the time to explain your options, and he is dedicated to guiding you toward making financially wise
decisions. Call Graff & Associates at (951) 775-2364 to arrange for a confidential consultation.
Why Do I Need a Revocable Living Trust?
Revocable Living Trusts can offer many benefits to you now and to your family in the future, including the following.
With advance planning, you can save time and money. In a Revocable Living Trust, your assets will not go through the lengthy and costly probate
When creating a Revocable Living Trust, you will decide how your assets are to be divided. You can also
change the provisions during your lifetime. Assets can be moved freely in and out of the Revocable Living
Trust without negative tax implications.
In contrast to probate, the terms of a Revocable Living Trust do not have to be disclosed in court. Your
personal information remains private.
With a Revocable Living Trust that is properly drafted, you can avoid paying excessive estate taxes.
Temecula Trusts Attorney Benjamin Graff can help you customize the Trust to fit your goals. You may add a disinheritance clause and spendthrift
provisions. In addition, you may also provide specific gifts for heirs and outline the conditions for the distribution of funds in relation to age, college, and
Should I Create a Trust?
A Trust is a contract in which you appoint one or more persons to hold and manage your property. By creating the Trust, you are able to name yourself
as the trustee. You will also name a successor trustee to manage the affairs when you are no longer able or willing.
As an experienced Trusts Lawyer, Mr. Graff will explain the different Trust options, including:
Living Trusts become effective the instant they are created.
Testamentary Trusts become effective after you die and are often created
at the same time as your Will.
Revocable Trusts allow you, the trustee, to maintain control of your assets. You may also make
changes to the Trust.
Irrevocable Trusts hold title and control of the assets. No changes are accepted.
Temecula Trusts Lawyer Graff will help you create a trust which is customized to your unique situation. Among
the additional Trust options are Spendthrift Trusts, Special Needs Trusts, Charitable Trusts, Dynasty Trusts, Asset Protection Trusts, and Generation
Skipping Trusts. Trusts can also be very useful in business succession planning.
Attorneys and Counselors at Law
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The Courts are open and we are working remotely.
22970 Technology Drive
Murrieta, CA 92563
Attorneys and Counselors at Law
Disclaimer: The information contained herein is for information purposes only and should not be
construed as legal advice. You should not act or fail to act based on the information on this website.
The content contains general information only, and may not reflect recent changes to the law. All cases
differ – please contact an attorney in your area to get legal advice as it pertains to your situation.
27450 Ynez Road
Temecula, CA 92591
Contact an Experienced Temecula Trusts Lawyer
At Graff & Associates, we understand the emotions and family dynamics which may complicate the process of making decisions about your future or
administering the trust of a loved one. Temecula Trusts Attorney and Trust Administration Lawyer Benjamin Graff can
help you maintain focus and achieve your legal goals in a cost-effective manner.
Request a private, in-depth consultation by calling (951) 775-2364, or contact Mr. Graff by email. We look forward to
providing personalized legal services as you create or administer a Trust.
Trust Administration Lawyer Representation in Temecula, California
Trust administration is the process of distributing the Trust’s assets. As a knowledgeable Trust Administration Attorney, Mr. Graff provides skilled
advice and counsel to ensure the proper administration of the Trust.
It is critical for successor trustees to follow the advice of an experienced Trust Administration Attorney because the process must be handled in
accordance with the terms of the Trust and within the boundaries of the law. Several steps are required in a specific timeframe, including:
Serving Required Notices
Dealing with Real Property
Coordinating Necessary Appraisals
Preparing and Filing Estate Taxes
Producing an Accurate Trust Accounting
Trust Administration Attorney Graff skillfully guides trustees through the Trust administration process. He explains the legal rights and obligations of
the trustee and the importance of staying ahead of required deadlines.