A trust beneficiary has a legal ownership interest in the assets held by the trust. The trust terms will dictate when the beneficiary is entitled to
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What our clients say
We need to update our Living Trust and attended Schomer Law Group’s seminar. Afterwards we made an appointment and were impressed by the attention Scott Schomer and Liran Aliav gave to our case answering all questions and making suggestions how to minimize the estate tax. All the office staff is very friendly and we highly recommend Schomer Law Group.
Mr. Schomer does an amazing job at explaining all the intricacies of establishing a trust. He and his team help you every step of the way so you always know what to expect and what you are preparing for. Best education you can get and the best gift you can give your family.
We put off getting a trust for years. After attending a seminar with Scott Schomer we realized that the time had come to get a trust. We were given very good reasons for why we should get a trust. No pressure, just the plain facts. We are very relieved and happy to finally get our trust. Scott and Cesar were very knowledgeable, helpful and listened to our ideas of what we had to say. Any questions that we have now and in the future they are available to assist us to solve them. I recommend the Schomer Law Group and I wish we knew about them years ago.
When you’re presented with an invitation to attend in a mailer, you may have reservations, this was a truly gift!! My wife and I were educated and guided through the process of creating a family trust.
Both of our parents had attorney’s that “worked” with wills/trusts, but came up short. Fortunately, the Schomer Law Group was there! This is a group of attorney’s that only specialize in estate planning, law, and financial advice, so you know you’re getting expert and personalized advice. This is the best money we’ve ever spent!! Thank you!
We knew we had to update our 10 year old ( 20 page ) trust. After several detailed meetings, Liran and Cesar produced a large ( 300 pages + ) highly detailed trust document that we have used to make sure our family estate is well managed and clearly understood.
They were all very helpful in answering myriad questions and explaining all the various options…
We would strongly recommend the Schomer Law Group to anyone with an estate of even modest means, to assure proper planning…
We had contemplated updating our will and starting a trust for a number of years. After attending a talk by Scott Schomer we realized we were long overdue and the potential downside of not having our affairs in order was significant. Scott and his excellent team made the process simple and seamless. They were great listeners, addressed all our concerns and even pulled and processed all the paperwork from our financial institutions. If you are looking for assistance with estate planning, wills and trusts, we highly recommend Schomer Law Group.
Very competent & informative – friendly atmosphere – ready to answer the most mundane questions – relaxed.
Mr. Schomer was excellent in getting our family trust and estate affairs in order. My husband and I had put off doing this and Scott really made the process easy! He is very passionate in making sure his clients get all that they need and we really appreciated it. I would highly recommend him and look forward to the many years he will be available to assist our family.
Los Angeles, California Estate Planning
Did you know that each of us has an estate? Your estate is merely the assets you own, such as your car, residence, other real estate, cash and bank accounts. Regardless of how big or small, we all have an estate that we cannot take with us when we die. This is why estate planning is important for everyone!
Most people want to have control over what happens to their “things” after their death. We want to choose who receives our property and make sure our wishes are carried through. In order to do that, clear instructions must be left behind for those who survive us. The goal of estate planning is to ensure that your assets are transferred to your loved-ones with the least amount of taxes, legal fees and court costs as possible. Estate planning attorneys know how to make this happen.
Los Angeles, California Elder Law and Medicaid Planning
Elder law is a special area of the law devoted to the legal issues affecting seniors. This specialty includes advocating for seniors on legal issues, as well as counseling, educating, and planning for the future. Elder law requires working closely with clients and their families to accomplish each individual’s specific goals.
Elder law attorneys are trained and experienced to recognize the client’s current legal needs as well as to anticipate issues that may arise down the road. Therefore, a good elder law attorney’s advocacy will always extend beyond simply rendering legal services. Elder law attorneys must remain knowledgeable of the ever-changing laws concerning seniors. It is also good practice for elder law attorneys to stay connected to a network of professionals who routinely provide services for seniors in the community.
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