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.

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.

Business Owner? Does Your Estate Plan Include Your LLC? Did you know your living trust can hold your LLC ownership inter...
02/28/2026

Business Owner? Does Your Estate Plan Include Your LLC?
Did you know your living trust can hold your LLC ownership interest?
Structuring living trust LLC ownership can help support business succession, reduce administrative burdens for your family and help your company continue operating smoothly if something happens to you.

When properly set up, transferring your LLC membership interest into your trust may help with probate avoidance, maintain business continuity and coordinate with your overall tax and estate planning strategy.

If you own a business in California, this is an important planning strategy worth exploring. https://californialivingtrusts.com/living-trust-own-llc-california/

Thinking about putting your home into a living trust but still have a mortgage? You’re not alone — this is one of the mo...
02/18/2026

Thinking about putting your home into a living trust but still have a mortgage?
You’re not alone — this is one of the most common estate planning questions homeowners ask.
The good news is that in many cases, you can transfer a mortgaged home into a living trust without triggering major issues with your lender. Federal law often protects homeowners but there are still important steps to follow — like making sure your deed is prepared correctly, your insurance is updated and your lender is properly notified when needed.

A living trust can help your family avoid probate, simplify estate administration and give you peace of mind knowing your home is protected and properly planned for.
https://californialivingtrusts.com/living-trust-mortgaged-home-california/

Every mortgage and situation is different, so it’s important to get guidance specific to your circumstances. If you’re considering putting your home into a trust and aren’t sure where to start, we’re here to help.

Many people believe a Living Trust fully protects their assets from creditors—but that’s not always true.📜In our latest ...
01/27/2026

Many people believe a Living Trust fully protects their assets from creditors—but that’s not always true.📜

In our latest article, we explain:
✔️ What protection a revocable living trust really offers
✔️ How creditor claims work during your lifetime
✔️ What changes after death—and why deadlines matter

If protecting your legacy matters to you, this is must-read
🛡️https://californialivingtrusts.com/creditors-access-living-trust/

Going Through a Divorce in California? Don’t Overlook Your Living Trust.Divorce impacts more than just your relationship...
01/15/2026

Going Through a Divorce in California? Don’t Overlook Your Living Trust.
Divorce impacts more than just your relationship—it can significantly affect your estate plan.
✅ What changes automatically under California law
✍️ What you must update yourself (beneficiaries, trustees, titles, and more)
⚖️ Why staying proactive protects your legacy
Your Trust doesn’t update itself after a divorce. Make sure your wishes are still honored.
🔗 Read the full article https://californialivingtrusts.com/living-trust-after-divorce-california/

Divorce can change who controls and inherits your assets. Learn what California law alters in your trust and what updates you must make yourself.

Address

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

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+16192842444

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