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Irrevocable Life Insurance Huber Fox Is Here For You

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Irrevocable Trust Lawyers in California

TRANSFER ASSETS WHILE MINIMIZING TAXES

Types of Irrevocable Trusts

Irrevocable Trusts, such as Special Needs Trusts, Discretionary Trusts, Charitable Trusts, Residence Trusts, and Life Insurance Trusts, can be used to accomplish a variety of goals and objectives. For example, Life Insurance Trusts can be used to ultimately pass large gifts to one’s heirs while minimizing gift and estate tax exposure.

Properly drafted Special Needs Trusts can be great tools to provide supplemental benefits to individuals with special needs without jeopardizing state and federal benefits that individual may be receiving.

Key Differences

The difference between a revocable trust and an irrevocable trust is just what the name implies—a revocable trust can be revoked and an irrevocable trust cannot be revoked. While there are great benefits to be gained from the use of irrevocable trusts, they are not for everyone. Once assets are transferred to an irrevocable trust, the assets will be governed by the terms of that trust until the trust is terminated according to its terms.

If you believe that the terms of a trust are the result of fraud, duress, menace, or undue influence, or that the settlor lacked mental capacity to create a trust at the time the trust was drafted, contact us to schedule a free consultation. We will objectively evaluate the facts and circumstances of your case and will give you an honest assessment about your chances of success in a legal action.

What Our Clients Say

Reviews & Testimonials
    "Jonathan is honest and always has his client's best interests when making decisions"

    Huber Fox is our family attorney. Jonathan is honest and always has his client's best interests when making decisions.

    - Laurie G.
    "Provide expert legal advice, in a timely fashion"

    Jonathan Huber provided expert legal advice, in a timely fashion and guided us through the entire process with genuine concern and attention to detail. We’d highly recommend his services.

    - K. Hernandez
    "The staff demonstrated the highest standards of professionalism, with attention to detail"

    Jonathan Huber and his staff demonstrated the highest standards of professionalism with attention to detail and consistently prompt turnaround.

    - Chris S.
    "Thank you all for your help & kindness"

    On behalf of my late son and myself, I want to thank you all for your help & kindness during this terrible time.

    - Former Client
    "Jonathan Huber and his staff made it easy"

    Jonathan Huber and his staff made it easy to get our trust set up through his office.

    - Sunny O.
    "Huber Fox, P.C. was very helpful"

    Huber Fox, P.C. was very helpful in going through the probate court process

    - Former Client
    "Will work hard to ensure your or your family's needs are met"

    I will always recommend Huber for any future family trusts and wills etc.

    - Amber H.
    "They were thorough, meticulous, honest, and reassuring"

    Jonathan Huber and Benjamin Fox spent many exhausting hours on my case. They were thorough, meticulous, honest, and reassuring, and the result was… my case won! These men are like family to me now, I can call anytime!

    - Former Client

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