Trust Funding: A Critical And Strategic Step

A trust can’t legally exist unless it has assets. Strategic funding is a critical step in the trust creation process – one that should be handled with care.

At the Law Offices of Berge & Berge in San Jose, our lawyers understand trust funding and the critical role it plays in establishing an effective trust. We can be your partners in creating the right kind of trust for your vision and goals. When you work with our firm, you will benefit from the insight of a board-certified specialist in estate planning, trust, and probate law.* Attorney James Berge leads our team with a wealth of knowledge and more than 25 years of experience.

Considerations For Funding Your Trust

When it comes to funding a trust, the purpose and type of trust inform the assets you might use. Many types of trusts can be funded with a wide variety of assets, including:

• Real estate, such as homes, land and investment properties
• Financial assets such as bank accounts, stocks, bonds and other investments
• Personal property such as vehicles, yachts, jewelry, art and other valuable possessions
• Business interests, provided the terms of the business’s governing documents, allow

Depending on the trust, you may also be able to add assets later, which can be a crucial part of trust maintenance. We assist with all aspects of trust creation, maintenance and administration.

Take An Informed Approach To Trust Funding With Our Help

For experienced guidance on how to fund your trust, contact our team at 669-244-3546. Our lawyers can help you weigh the many considerations that go into this crucial decision. Our goal is to inform and empower you every step of the way.

*Certified through the California Board of Legal Specialization