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2558 Roosevelt Street
Carlsbad, CA 92008
Phone: (760) 729-2313
Fax: (760) 729-8404
With extensive experience in estate law matters, Trusts Attorney Rickard Borg helps clients realize goals, preserve their family’s values, and optimize the protection of assets while minimizing tax liabilities. By creating customized Trust documents, we can help ensure your wishes and intentions are delivered after your death in the manner you have intended.
Although we believe in producing a Trust document that is clear, concise, and easy to understand, Carlsbad Trusts Lawyer Rickard Borg advises clients to abandon the “fill in the blank” method of estate planning. He encourages clients to give careful consideration to many variables while planning for the way assets are passed to beneficiaries. Estate Planning Attorney Rickard Borg will draft your Trust documents to your individual specifications.
Contact Carlsbad Trusts Attorney Rickard Borg at (760) 729-2313 and arrange for your in-depth consultation today. We offer evening appointments for your convenience.
Create a Trust in Carlsbad, California
A Trust is a formal set of instructions concerning the handling of your assets. As a highly knowledgeable Trusts Attorney and Estate Planning Lawyer, Mr. Borg can offer experienced advice on the most advantageous strategy for you and your family. By establishing a well-written and properly funded Trust, you and your family may benefit now and into the future. Benefits to a Trust may include the following:
Your Estate May Avoid a Costly and Lengthy Probate
You May Maintain Control of Your Assets and Decide How Assets are Divided
Your Estate Remains Private (Terms are not revealed in court.)
Your Estate and Family May Avoid Paying Excessive Taxes
There are many different options for Trusts, and Carlsbad Trusts Attorney Rickard Borg is prepared to create a Trust which reflects your unique needs. In addition to carefully choosing an administrator to manage the Trust when you are no longer capable or willing, you will decide among the following Trust options:
Testamentary Trusts become effective after death
Living Trusts, (also called Revocable Trusts) allow you to retain ownership of assets and make changes to the arrangements
Irrevocable Trusts hold title to assets and do not allow for changes, although exceptions can be made
With extensive experience in real estate matters, Mr. Borg will advise you on which assets should be in the Trust. He will thoroughly explain the benefits and tax obligations of holding assets in a Trust. Carlsbad Trusts Lawyer Rickard Borg can create a Trust which reflects the values of your family. These may be covered by the following:
Special Needs Trusts
Pet and Animal Trusts
Asset Protection Trusts
Generation Skipping Trusts
Medi-Cal Qualifing Trusts
Contact an Experienced Carlsbad Trusts Attorney
Mr. Borg is a skilled and knowledgeable Trust Lawyer and Estate Planning Lawyer who often is called upon by other experienced attorneys who are planning their own estates. He will fully explain your rights and obligations at every step of the way.
Call (760) 729-2313 and arrange for a private consultation today. Or, complete our Case Evaluation Form, and we will contact you for an appointment. From our offices in Carlsbad, we serve clients throughout Southern California.
Carlsbad Trusts Lawyers | Law Offices of Borg & Duisters