Who Needs A Living Trust?

• Any parent with minor children
• Anyone, single or married or domestic partners, owning real estate
• Anyone with an estate having a gross value in excess of the threshold amount for probate (e.g., $100,000 in California)
• Anyone desiring their assets to be held “in trust” after their death and not distributed immediately or distributed according to special terms
• Married couples whose combined estates have a net value in excess of the Unified Tax Credit for one person
• Anyone with children or beneficiaries who have “special needs”
• Married couples in a second marriage wanting to protect the children of first marriage
• Business owners
• Domestic Partners