More Than 15 Years Of Trademark
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ESTATE PLANNING & PROBATE SERVICES FOR NORTH COUNTY

Protect Your Family And Your Legacy

We have been confidently guiding San Diego and North County families through the estate planning and administration process for more than 30 years.

 
ESTATE PLANNING & PROBATE SERVICES FOR NORTH COUNTY

Protect Your Family And Your Legacy

We have been confidently guiding San Diego and North County families through the estate planning and administration process for more than 30 years.

ESTATE PLANNING & PROBATE SERVICES FOR NORTH COUNTY

Protect Your Family And Your Legacy

We have been confidently guiding San Diego and North County families through the estate planning and administration process for more than 30 years.

Revocable Trusts

The revocable inter vivos trust is the basic document used in modern estate planning. The trust allows real property (land) and personal property (everything else) to pass according to your wishes. Trusts require four basic things: property (either real or personal or both), known as the trust estate; owners, variously known as trustors, settlors, or grantors; managers, known as trustees; and recipients, known as beneficiaries. Beneficiaries are further divided into current (or present) beneficiaries, and contingent (or remainder) beneficiaries.

As an example, assume that John and Jane Smith are married, and have two children. They create a revocable trust, and transfer all of their property into it. They are simultaneously the trustors, trustees and current beneficiaries. Their property is their trust estate. Their children are (probably) their contingent beneficiaries.

The revocable trust allows John and Jane to make plans about their future. Or, to say it another way: John’s and Jane’s primary purposes in creating a trust are:

  1. To provide for their care and maintenance while living
  2. To manage their trust estate in cases of incapacity
  3. To transfer their trust estate to their beneficiaries at death
  4. To reduce or postpone taxes that may come due on the death of either or both of them

It is important to remember that each trust should be tailored to the needs of the couple who created it. This is equally true for the single person, although many of the tax advantages available to married couples are reduced if not eliminated for singles.

Contact Our Law Office

The Vista, California, law office of Paul V. L. Campo provides 30-minute consultations free of charge. Call us today at 760-691-1081 or contact us online to schedule a consultation.



What Our Clients Say | Legal Associations


  • Jason

    “Thank you for your services in managing the probate of my mother’s estate. Your professionalism and fairness are much appreciated.”

    Jason
    Probate Client
  • Patty, California Licensed Professional Fiduciary (CLPF)

    “As a client of Paul’s in my capacity as a Professional Fiduciary, he has guided me through the intricacies of trust administration on many occasions.”

    Patty, California Licensed Professional Fiduciary (CLPF)
    Trust Administration Client
  • Jean

    “Mr. Campo did a great job on my estate planning. He was very thorough and made me aware of several things I hadn’t considered. I highly recommend him.”

    Jean
    Estate Planning/Trust Administration Client
  • Carol, Lt. Col. USMC (Ret.)

    “The service I received goes beyond professionalism. It’s all about caring for my wishes and goals and coming up with the ideal estate plan for me.”

    Carol, Lt. Col. USMC (Ret.)
    Estate Planning Client
  • Del

    “I am very grateful to Attorney Paul Campo and his excellent staff for guiding me through the complex probate process.”

    Del
    Probate Client

What Our Clients Say | Legal Associations


  • Jason

    “Thank you for your services in managing the probate of my mother’s estate. Your professionalism and fairness are much appreciated.”

    Jason
    Probate Client
  • Patty, California Licensed Professional Fiduciary (CLPF)

    “As a client of Paul’s in my capacity as a Professional Fiduciary, he has guided me through the intricacies of trust administration on many occasions.”

    Patty, California Licensed Professional Fiduciary (CLPF)
    Trust Administration Client
  • Jean

    “Mr. Campo did a great job on my estate planning. He was very thorough and made me aware of several things I hadn’t considered. I highly recommend him.”

    Jean
    Estate Planning/Trust Administration Client
  • Carol, Lt. Col. USMC (Ret.)

    “The service I received goes beyond professionalism. It’s all about caring for my wishes and goals and coming up with the ideal estate plan for me.”

    Carol, Lt. Col. USMC (Ret.)
    Estate Planning Client
  • Del

    “I am very grateful to Attorney Paul Campo and his excellent staff for guiding me through the complex probate process.”

    Del
    Probate Client

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