Trust and Sub-Trust

Trusts are legal arrangements that manage assets for beneficiaries, offering flexibility and protection. Establishing a trust helps you avoid the lengthy and costly probate process, plan for specific needs, and protect your assets and loved ones.

Why Choose Us?

At Rilus Law, establishing trusts and sub-trusts is a crucial step in safeguarding your assets and ensuring your wishes are honored. By choosing Rilus Law, you partner with a firm dedicated to protecting your legacy and securing your family's future.

Expertise and Experience: Leverage our extensive legal knowledge.

Personalized Approach: Receive tailored solutions for your unique needs.

Commitment to Client Satisfaction : Experience our dedication to your peace of mind.

What is the Estate Planning Process?

The Trust and Sub-Trust process involves creating a primary trust and incorporating secondary sub-trusts to manage and distribute assets strategically. Key benefits include.

Flexibility and Control

Customize your trust to fit specific needs.

Sub-Trusts

Tax and Legal Benefits

Create targeted solutions for various situations.

Create targeted solutions for various situations.

How our team can help you

Navigating the complexities of trusts and sub-trusts can be daunting. Our expert team provides comprehensive support and guidance throughout the process, ensuring your assets are managed and distributed according to your wishes. By partnering with us, you gain a trusted ally dedicated to safeguarding your interests and creating a lasting legacy.

DO YOU NEED ASSISTANCE WITH TRUST AND SUB-TRUST MANAGEMENT?

Managing trusts and sub-trusts requires expert guidance and a thorough understanding. Contact us today to schedule your free one-hour consultation with an experienced legal professional and ensure your assets are protected and your wishes are honored.

What Our Clients Say About Us

  • “Wonderful experience working with them after my Mom’s passing. They were able to answer all my questions and immediate needs.”

    Kerry K.

  • “My husband and I used Rilus Law to set up a trust for our daughter. Very knowledgeable, professional, and really seemed interested in helping you. Everyone we worked with was very customer-oriented and professional. We highly recommend Rilus Law for your estate planning.”

    Lindsey Beumer

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Serving Clients in Arizona and California

Rilus Law provides expert legal services across Arizona and California. Meet us in person at our AZ offices or schedule an online consultation. CA services are available by appointment only.

Encinitas, CA:

Rilus Law is your ally in navigating the complexities of trust and sub-trust planning in Encinitas, CA. Our team of dedicated professionals is committed to crafting personalized strategies that safeguard your assets and ensure your intentions are carried out with precision and care.

Mesa, AZ

Located in the heart of Mesa, AZ, Rilus Law offers comprehensive trust and sub-trust services tailored to meet the unique needs of our clients. From establishing and managing trusts to ensuring legal compliance, we provide strategic counsel to manage and preserve your wealth.

Scottsdale, AZ

Rilus Law in Scottsdale, AZ, is your trusted partner in navigating the complexities of trust and sub-trust planning. Our proactive solutions prioritize your peace of mind, allowing you to plan confidently for the future and protect what matters most.

Frequently Asked Questions

  • Trusts can be complex due to the variety of types and purposes. Simply put, a trust is a legal contract that creates an ownership structure for assets, managed by the trustee for the benefit of designated beneficiaries. The trust document outlines rules for how, what, when, and where your assets are distributed.

  • A basic trust involves three key roles:

    Trustor: Creates the trust and grants access to the assets.

    Trustee: Manages and makes decisions about the assets.

    Beneficiary: Receives the benefits from the assets.

    The trustor creates the trust document, establishing rules for asset management. The trustee then manages and distributes the assets according to these rules. Sometimes, the trustor, trustee, and beneficiary can be the same person, particularly while the trustor is still alive.

  • A Sub-Trust is a secondary trust whose terms are contained within an article of a Revocable Trust. This allows greater flexibility to use, manage, and benefit from your assets while you’re alive, while strategically planning for your assets after you pass. Below are some common examples of sub-trusts:

    Age Sub-Trust: Holds assets until beneficiaries reach a certain age.

    Special Needs Trust (SNT): Provides for beneficiaries with special needs without affecting their government benefits.

    Dynasty Trust or Generation-Skipping Trust (GST): Preserves wealth for multiple generations.

    Education Trust: Sets aside funds specifically for educational expenses.

    These sub-trusts allow you to address unique situations such as caring for children with special needs, ensuring funds for education, or preserving wealth across generations. If you don’t see what you’re looking for, call us.

  • There are several key reasons to place your assets into a trust:

    Avoid Probate: Trusts help you avoid the intrusive, costly, and time-consuming court-supervised distribution of assets.

    Tax Benefits: Trusts can help reduce unnecessary tax burdens for you and your heirs.

    Legacy Protection: You control how your assets are handled and who receives them, protecting your legacy.

    Creditor Protection: Trusts create a legal framework to protect your assets from undesirable claims from creditors, even after you are gone.