Foley Law Offices, Inc. - California Living Trusts

Foley Law Offices, Inc. - California Living Trusts Living Trusts, Estate Planning, Probate, Power of Attorney in California; California Living Trusts At the Law Office of David W.

During the grieving process after the death of a loved one, many decisions have to be made; however, proper estate planning can make this process easier on your loved ones while they mourn. Foley, one of our goals as a family operated law firm is to make this process as simple as possible for our clients’ families and beneficiaries while still also providing expertise and high quality legal documentation. Our signature living trust services help our clients avoid the time and cost of probate.

When a bank, title company or investment firm asks for your trust paperwork, do you really need to hand over the entire ...
06/23/2026

When a bank, title company or investment firm asks for your trust paperwork, do you really need to hand over the entire living trust?

Usually, no.

A certificate of trust gives financial institutions the information they actually need, such as the trust name, trustee authority, and basic trust details, without revealing private information about beneficiaries or inheritance instructions.

It can help with:

✅ Retitling bank accounts
✅ Working with title companies
✅ Managing investment accounts
✅ Confirming trustee powers
✅ Protecting your privacy

Your living trust is a private estate planning document. A properly prepared certificate of trust helps keep it that way while allowing important transactions to move forward.

Visit our website and read our latest blog to learn what a certificate of trust discloses, when it is used, and why it matters for California trust planning.

🏡 Vacation homes, cabins, and beach properties often hold more than financial value. They hold family memories.But witho...
06/13/2026

🏡 Vacation homes, cabins, and beach properties often hold more than financial value. They hold family memories.

But without the right estate plan, a beloved second home can lead to probate, confusion, or conflict between beneficiaries.

Who gets to use it during holidays?
Who pays for repairs?
Can one person force a sale?
What happens if someone wants out?

Thoughtful planning helps protect both your property and your family relationships. https://californialivingtrusts.com/living-trust-second-home-california/

What happens if someone named in your Living Trust passes away before you?Without clear instructions, your assets may no...
06/01/2026

What happens if someone named in your Living Trust passes away before you?

Without clear instructions, your assets may not be distributed the way you intended. Naming backup beneficiaries, using clear trust language, and reviewing your estate plan after major life changes can help protect your wishes and reduce stress for loved ones.

For more visit our latest page on this topic: https://californialivingtrusts.com/beneficiary-dies-before-trustor/

Estate planning for California rental owners is not just about transferring property—it’s about preserving a functioning...
04/27/2026

Estate planning for California rental owners is not just about transferring property—it’s about preserving a functioning investment.

With the right structure in place, your rental portfolio can continue generating income, supporting your family, and protecting your legacy for years to come.
https://californialivingtrusts.com/living-trust-rental-property-california/

A well-managed Trust protects families, preserves assets and honors the intentions behind careful estate planning.
04/25/2026

A well-managed Trust protects families, preserves assets and honors the intentions behind careful estate planning.

In California, Trustees have strict fiduciary duties and when those duties are breached, legal action may be necessary. ...
04/21/2026

In California, Trustees have strict fiduciary duties and when those duties are breached, legal action may be necessary. When a Trustee isn’t doing their job, the consequences can be serious. Such as mismanaged assets, lack of transparency and growing tension among beneficiaries.

Whether the issue is poor communication, financial mismanagement or a clear conflict of interest, ignoring the problem can lead to costly disputes and long-term damage. The good news: beneficiaries have rights and there are clear legal pathways to address the situation.

Understanding when removal is justified... https://californialivingtrusts.com/remove-successor-trustee-california/

Did you know that community property held correctly inside a Trust may offer significant tax advantages for married coup...
04/03/2026

Did you know that community property held correctly inside a Trust may offer significant tax advantages for married couples in California?

From preserving basis adjustments to avoiding costly title mistakes, trust structure matters more than many people realize.

Careful planning today can make a major difference for surviving spouses and future heirs.

Visit us here to learn more: https://californialivingtrusts.com/resources/articles/community-property-living-trust-california/

A signed living trust does not automatically guarantee probate avoidance. If assets were never transferred into the trus...
03/27/2026

A signed living trust does not automatically guarantee probate avoidance. If assets were never transferred into the trust—or if new accounts, refinances, or property changes were never updated—the trust may not function as intended.

Our latest article outlines why trust funding gaps happen, the risks they create, and practical steps California families can take to correct them before problems arise. https://californialivingtrusts.com/trust-funding-failure/

A periodic trust review can make a significant difference in protecting long-term estate planning goals.

Address

3838 Camino Del Rio North Suite 155
San Diego, CA
92108

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+16192842444

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