Living Trusts

Protect What Matters Most—Without Courtrooms or Conflict.

Living Trusts are a powerful way to ensure your wishes are honored, your family is protected, and your legacy is preserved—without the time, cost, and stress of probate.

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Why Families Choose Living Trusts

Avoid Probate

Keep your family out of court and away from costly delays.

Protect Your Children's Inheritance

Protect children and their inheritance.

Preserve the Family Home

Avoid Medi-Cal claims and protect your home's equity.

Minimize Estate Taxes

Reduce or negate unnecessary tax burdens.

Safeguard Minor Children

Avoid guardianship court involvement for underage heirs.

Support a Well-Spouse

Ensure financial security if the other spouse needs nursing home care.

Equalize for Blended Families

Ensure children from previous marriages are not disinherited.

Plan for Vulnerable Beneficiaries

Control distributions to dependents with addictions or disabilities.

Plan for Pets

Include care instructions and financial provisions for your animals.

Preserve Control

Keep the court system out of your family's decisions.

What Makes Our Trusts Unique?

Not all Living Trusts are created equal. At the Law Offices of Jacqueline Isaac, our Living Trusts are custom-built to reflect your values, protect your family, and adapt to change.

Trust Protector Provisions – prevent sibling/in-law rivalry
No-Contest Clauses – reduce disputes and lawsuits
Spendthrift Language – protect beneficiaries from creditors
Step-up in Basis – reduce capital gains exposure
Automatic Community Property Transfer – no delays after spousal death
Future-Proofing Clauses – ability to adapt if you become incapacitated
Why create a Living Trust
"Every family I serve is unique. A Living Trust should reflect not only your financial needs, but your values, your relationships, and the legacy you want to leave behind."

— Jacqueline Isaac, J.D.

Common Questions About Living Trusts

Ready to experience this level of care?

Schedule your confidential consultation with Jacqueline Isaac today, and discover peace of mind for your family's future.

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