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Trusts - A general overview - Estate Planning in San Luis Obispo

Trusts – A general overview

Schedule an Appointment Now A trust may be inter vivos or testamentary. The inter vivos (living) trust is a trust agreement executed by the settlor and the trustee during the settlor’s lifetime. In essence it is a type of contract. The settlor is sometimes also called the grantor or trustor. The trust can be funded … Continue reading Trusts – A general overview

Estate Planning in San Luis Obispo