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The information contained herein is for information purposes only and should not be construed as legal advice. You should not act or fail to act based on the information on this website. The content contains general information only, and may not reflect recent changes to the law. All cases differ – please contact an attorney in your area to get legal advice as it pertains to your case.
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La Quinta, CA 92253
Phone: (760) 834-
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Trusts and Trust Administration Lawyer Sheila Barton
La Quinta Trusts Lawyer Sheila J. Barton helps families realize goals, optimize the protection of assets, and preserve family values through the creation of Trusts and the effective administration of a Trust. As a Trust administration attorney, she ensures the Trustor’s wishes are carried out and the distribution of assets is consistent with legal and financial parameters.
La Quinta Trusts Attorney Sheila J. Barton can help you create an estate plan with Trusts which are beneficial to your family now, while also being advantageous for your beneficiaries in the future. In order for a Trust to be effective, it must be well-
Contact La Quinta Trusts Lawyer and Trust Administration Attorney Sheila Barton to discuss creating a Trust for your family or for administering the Trust of a deceased loved one. Call (760) 834-
Trusts Attorney | Protection for Assets and Values
La Quinta Trust Attorney Sheila J. Barton is experienced at drafting Trusts, the legal instructions for how your assets are to be handled after your death. She will customize the Trust to ensure your wishes are clearly communicated to your beneficiaries. By creating a Trust on your behalf, Estate Planning Attorney and Trusts Lawyer Sheila Barton can help you set forth the ways in which you have planned for your beneficiaries to inherit your estate in addition to preserving your family’s values.
Types of Trusts
Depending upon your goals, Trusts Attorney Sheila Barton can create a Trust which will help your assets avoid probate, and allow assets to be transferred directly to the beneficiaries. By avoiding probate, Trusts are a more effective and efficient way to transfer assets when compared with probate administration.
As an experienced La Quinta Trusts Lawyer, Ms. Barton will help you, the Trustor, choose the most beneficial Trust from the following:
- Testamentary Trusts
Often created with a Will, a Testamentary Trust becomes effective upon death.
- Revocable Trusts (Living Trust)
A Revocable Trust allows you to retain control and ownership of your assets, while allowing you to make changes during your lifetime.
- Irrevocable Trusts
Control and title of assets is held in this Trust. In most cases, changes cannot be made to an Irrevocable Trust.
There are several types of Trusts which can be customized to include the unique details of your situation, including Charitable Trusts, Spendthrift Trusts, and Special Needs Trusts.
Trust Administration in La Quinta, California
Whether you or your beneficiaries live in the Coachella Valley or another city in California, La Quinta Trust Administration Attorney Sheila J. Barton is prepared to represent your interests. She provides skilled advice and counsel to the Trustee from the time of the Trustor’s death when immediate attention is required, in addition assisting with the Trustee’s ongoing responsibilities until the Trust is closed.
Ms. Barton prepares the mandatory Trust accounting, coordinates necessary appraisals, and advises the Trustee regarding the sale of property and assets in order to settle creditor claims.
With more than four decades of experience as a La Quinta Trust Administration Lawyer and Estate Planning Attorney, Ms. Barton works closely with the Trustee to expeditiously distribute assets to the beneficiaries in the exact manner prescribed by the Trustor.
Contact Trust and Trust Administration Attorney Sheila Barton
Call (760) 834-
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