Legal Question in Wills and Trusts in California

What are good resources to see get the pros and cons of placing a personal residence in a separate trust from the rest of your assets? Are there good options outside of QPRT?


Asked on 7/30/10, 4:07 pm

1 Answer from Attorneys
Janet Brewer Law Office of Janet L. Brewer

If the goal is to save estate (or gift) taxes, the only reasonable option is a QPRT.... and only a residence can be placed in a QPRT, so it must be kept separate from the rest of your assets.

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.

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Answered on 8/05/10, 8:44 am


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