As a Ventura County estate planning law firm specializing in life insurance trusts, our firm commonly recieves questions about life insurance trust pros and cons. We have a team of experts with the legal knowledge to answer questions about the process of choosing a life insurance trust, and what the benefits of proper estate planning can be.

Our firm can provide expert legal services as estate planning attorneys. We are a Southern California based law firm in business since 1985. We specialize in life insurance trusts and estate planning matters.

To learn more about life insurance trusts, or if you would like a free consultation to learn if a life insurance trust is right for you, please do not hesitate to contact us at (805) 482-2282, or e-mail us.

Can I Transfer My Existing Policies to the Trust?

Yes, but if you die within three years of the date of the transfer, the insurance proceeds will still be included in your gross estate, despite the trust. There may also be gift tax consequences. However, it is usually best to go ahead and make the transfer now. If you have existing policies, we will be happy to discuss this with you.

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1200 Paseo Camarillo Suite 280 Camarillo, CA 93010 – 6088

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