DeSantis Law Group, INC

3558 Round Barn Blvd.
Suite 200
Santa Rosa, CA 95403

DeSantis Law Group, INC

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What are the benefits of a trust?

  • By: Lorilee Desantis
  • Published: August 21, 2020

A trust enables you to:

  • Control who will receive your assets after your lifetime
  • Control under what conditions your beneficiaries will receive your assets
  • Structure gifts to your children and grandchildren so that they can receive money for things like education or retirement, but they will not have unrestricted access to any money until the age(s) you deem appropriate
  • Avoid probate (no mandatory probate fees, paperwork and accountings which must be filed with the court)
  • Keep your assets, debts, and identities of your beneficiaries private
  • Save potentially thousands of dollars in estate taxes
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