Trust and Estate Attorney: Top Rated Attorneys in San Diego, NYC

trust and estate attorney

Trust and estate law is concerned with the preservation of assets during a client’s lifetime as well as the distribution of assets after death. Trusts and estates issues are being defined and tested as the most populous group continues to age. Now, an attorney ensures that these duties are carried out effectively. Consequently, these attorneys are not hard to find. In fact, you’re sure to find at least 10 good trust and estate attorneys either in New York City, San Diego, or San Francisco. There are also trust and estate attorney jobs that you can apply for. In addition, if your concern is “how to find a good trust and estate attorney near me”, this article might be a catch. Read on.

Trust and Real Estate

Real estate is usually employed as an investment instrument. The hope is that property purchased now will be worth more when sold later, especially if the owner improves it. When purchasing an investment property, you have the option of doing so in your own name or in the name of another entity, such as a real estate trust (sometimes known as a “real estate trust”) or a limited liability company (LLC).

Each of these solutions has advantages as well as disadvantages, which are mostly related to the extent of the owner’s anonymity and liability protection. You should also consider the type of property you are purchasing, the number of tenants you will have at that property, and your time horizon for hanging onto the investment property before disposing of it when making this decision.

Reasons to Invest in Real Estate through a Real Estate Trust

A trust is a legal vehicle through which assets are transferred in which, also, trustees hold title to the property for the benefit of one or more beneficiaries. This arrangement is commonly used either to conceal owner names, aid in estate planning, or allow a group of people to invest in a property without being taxed differently.

Here are some of the reasons why a real estate trust may be a viable alternative for some investors:

  • There are several owners. A trust is especially useful for documenting the relationships and ownership interests of all the owners in a consolidated form following the ownership of the property by several members.
  • Planning your estate. Transferring investment property to heirs through a real estate trust might be a viable alternative. For instance, for persons wishing to minimize death taxes on their investment property.
  • Some degree of anonymity. Real estate trusts were formerly a terrific option for investors to remain anonymous. However, as counties and town assessors increasingly post recorded deeds and tax information online, maintaining anonymity becomes more difficult. Anyone intending to buy an investment property on their own will be the default principal trustee of that trust. Consequently, his or her name will most likely appear on tax records, assessment records, and any other recorded documents that can be obtained online, including the deed and the trust declaration. When a number of people have a stake in the property being acquired, it makes more sense to conduct a real estate trust to benefit from some amount of secrecy while receiving tax treatment as an individual.

What is the downside?

The disadvantage of a trust is that the regulations governing how much can be put into a realty trust for estate planning purposes change regularly, and partners of realty trusts will also need to make changes in the future. These possibilities will necessitate extra legal expenditures in the future, in addition to the original fees.

What then, is The Role of a Trust and Estate Attorney?

A trust and estate attorney assists clients in planning for the efficient and effective transfer of assets to spouses, younger generation family members, other individuals clients choose to benefit from, and also charities. Trust agreements, wills, powers of attorney, medical directives, and closely-held business entities such as partnerships, limited liability companies, and corporations are all part of the practice.

You might be looking for trust and estate attorneys near you. If so, we have a list of options available for you.

Trust and Estate Attorneys Near You

#1. Miner Law Offices. 

Estate Lawyers, Wills, and Estate Planning

Provides remote services

#2. BrightWork Law 

Estate Attorney, Wills & Estate Planning

Excellent value

Provides remote services

#3. Sally Bergman’s Law Office

Estate Attorney, Wills, and Estate Planning 

Provides remote services.

#4. Trés Notary Ink, Mobile, and Loan Signing Agent 

Wills and Estate Planning 

Provides remote services

#5. EVEREST LEGAL DOCS

Exceptional Wills and Estate Planning 

Provides remote services

#6. Judita C. Diloy

Wills and Estate Planning

High in demand

Provides remote services

#7. Diamond’s Document & Notary Services 

Wills and Estate Planning 

Provides remote services

#8. The Rowan Law Firm

Real Estate Lawyer

Provides Remote Services

# 9. On Time Legal Mobile Document Assistance LLC

Estate Planning and Wills

Provides remote services

#10. 60 Minute Will 

Estate Attorney, Wills and Estate Planning 

Provides remote services

Trust and Estate Attorney Jobs

Accordingly, there are trust and estate attorney jobs available in the United States. Here are some of them. The job descriptions and qualifications are equally included.

#1. Trust and Estate Planning Attorney

Drummond Woodsum

Portland, ME 04101 (West Bayside area)

  • The candidate should have 7+ years of experience with a focus on estate planning, tax planning, as well as trusts and estates administration in Maine or New Hampshire

#2. Associate Attorney (Trust and Estate)

Schumacher Law

San Diego, Ca

  • The position demands exposure to estate, gift and income tax planning, as well as trusts and foreign legal entities and business succession plans.

#3. Estate Planning Associate Attorney

Stein Sperling Bennett De Jong Driscoll

Rockville, MD 20852

  • Prior work experience or exposure to drafting estate planning documents, including wills and trusts.

#4. Real Estate – Senior Level Associate/Junior Shareholder

Greenberg Traurig

Chicago, IL 60601

  • The ideal candidate will have 5+ years of experience in commercial real estate transactions, including acquisitions and dispositions, and also debt and equity financings.

#5. Real Estate Counsel

The Children’s Place

Secaucus, NJ 07094

  • 1-3 years of legal experience, preferably, but not limited to real estate experience

#6. Estate/Trust Probate Attorney

TRENAM LAW

United States

  • Sophisticated experience in estate/trust probate administrations
  • Prior experience with or interest in estate and trust

#7. Entry Level Trust & Estates Attorney

Mignanelli & Associates, Ltd.

Providence, RI 02903 (Downtown area)

  • A strong desire to work in the field of wills, trusts, estate planning, probate and also trust administration.

#8. Estate Planning Attorney

Widerman Malek

Celebration, FL

  • The candidate should, in addition to other things, have experience in drafting wills, trusts and other estate planning documents, and should be able to advise clients accordingly.

#9. Estate Planning Attorney

MT Law 

Boston, MA

  • Ideal candidates should have at least 5-7 years experience in estate planning, trust and estate administration and related tax work.

#10 Assistant City Attorney

City of Santa Clara, CA 

Santa Clara CA

  • Organization and operating procedures of a municipal attorney’s office
  • Negotiate contracts, real estate purchases, in addition to leasing transactions

Trust and Estate Attorneys in San Diego

If you’re looking for good trust and estate attorneys in San Diego, here are a few picks.

#1. Roland H. Achtel

Higgs Fletcher & Mack LLP

In practice since 2020

Location: San Diego, California

Majors in Trusts and Estates Litigation

#2. M. Katharine Davidson

Henderson, Caverly, Pum & Trytten LLP

In practice since 2006

Location: San Diego, California

Majors in Litigation and Controversy, Tax Litigation

#3. Mary F. Gillick

Withersworldwide 

In practice since 2009

Location: San Diego, California

Majors in Trust and Estates Litigation

#4. Nancy G. Henderson

Henderson, Caverly, Pum & Trytten LLP

In practice since 2018

Located in Rancho Santa Fe, California, San Diego, California

Majors in Nonprofit/Charities Law, Trusts and Estates Tax Law

#5. Danielle Humphries

Hahn Loeser & Parks LLP

In practice since 2021

Location: San Diego, California

Majors in Trusts and Estates Litigation, Trusts and Estates Tax Law

#6.Susan A. Mercure

Higgs Fletcher & Mack LLP

In practice since 2012

Location: San Diego, California

Majors in Trusts and Real Estates

#7. Bruce M. O’Brien

Higgs Fletcher & Mack LLP

In practice since 2021

Location: San Diego, California

Practices Tax Law in addition to Trusts and Estates Litigation and Controversy

#8. Brain P. Tsu

Higgs Fletcher & Mack LLP

In practice since 2016

Located in: San Diego, California

Practices Tax Law, Closely-held Companies as well as Family Businesses Law

#9. Helen S. Cheng

Withersworldwide

Location: San Diego, California

Practices Nonprofit/ Charities Law, Trusts and Estates

#10. Julie M. Dewberry

Higgs Fletcher & Mack LLP

Location: San Diego, California

Practices Tax Law, Trusts and Estates Law

#11. Francisco Garcia

Henderson, Caverly, Pum & Trytten LLP

Location: San Diego, California

Practices Trusts and Estates Law

#12. Lisa P. Roper

Henderson, Caverly, Pum & Trytten LLP

Location: San Diego, California 

Practices Trusts and Estates Litigation

Trust and Estate Attorneys in New York City

You’ll indeed find some of our options appealing if you’re looking for good trust and estate attorneys in New York City.

#1. Jerald David August

Fox Rothschild LLP

In practice since 1993

Located In: Philadelphia, Pennsylvania West Palm Beach, Florida New York, New York

Practices Tax Law Litigation and Controversy

#2. Robert W. Benjamin

Wiggin and Dana LLP

In practice since 2018

Location: New York City, New York

Practices Business Organisations and Nonprofit Organisations Law

#3. David P. Callahan

Fulton Vittoria

In practice since 2008

Located in: New York City, New York

Practices Trusts and Estates Law

#4. Neil V. Carbone

Farrell Fritz, P.C.

In practice since 2020

Located In: New York City, New York

Practices Trusts and Estates Law

#5. Paul Colllins

Akerman LLP

Location: New York

Practices Trusts and Estates Litigation

#6. Ronni G. Davidowitz

Katten

In Practice since 2008

Location: New York City, New York

Practices Trust and Estates Law

# 7. Stephen L. Ferszt

Olshan Frome Wolosky LLP

In practice since 2007

Location: New York City, New York

Practices Employee Benefits Law

#8. Elizabeth H.W. Fry

In practice since 2003

Practices Trusts and Estates Law

In Conclusion

Wills and trusts have subsequently been used to influence people’s behavior by making their right to property under a will or their interest in a trust contingent on acting in a certain way. Assume you are concerned about a child’s education or drug use, for example. You can specify that this child is only eligible for a bequest left in the will if, at the time of the estate’s distribution, he or she is enrolled in or has graduated from at least a two-year college program. On the other hand, you can use a trust with directions to the trustee requiring distributions from the trust to be made at the trustee’s discretion. You can indeed achieve this with the help of a good trust and estate attorney.

FAQs on Trust and Estate Attorney

What is the difference between an estate and a trust?

The two main legal structures for transferring assets to your heirs and beneficiaries are trusts and estates. After death, estates make a one-time transfer of your assets. Meanwhile, trusts enable you to create an ongoing transfer of assets both before and after death.

What is the role of a trust attorney?

You need a trust attorney who can provide meaningful legal assistance to the trustee to assist you in setting up a trust. The trust attorney’s responsibilities also include drafting documents to protect the assets from lawsuits and taxes.

Who owns the property in a trust?

When a property is “held in trust,” ownership is divided, “typically with the trustee holding legal title and the beneficiary holding equitable title.” The trust itself owns nothing because it is not a legal entity that can own property.

DISCLAIMER!

This article should not serve as a guide; it’s solely for informational purposes. We hereby emphasize that Broker in Insurance does NOT endorse any of the attorneys listed above. They are subjected to your choice of decision and verification. We are not sponsored by any of the law firms, and the information provided here is to the best of our knowledge.

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