Comparison of California Wills, Revocable and Irrevocable Trusts

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There is a lot to discuss when clients ask about the possible appropriateness of these different wealth transfer vehicles. Sometimes it is helpful to use the following table of comparisons as a sort of scaffold to start exploring possible solutions to their specific needs.

It is here reproduced by popular demand. As said, the comparisons are useful but go only skin deep. Please consult us or another Trust & Estates attorney to have your specific questions answered.

PDF File of Wills-vs.-Trusts

Wills versus Trusts compared

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