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Protect Your Legacy with a Living Trust

Estate planning services to secure your family's future

Get Started

Protect Your Legacy with a Living Trust

Estate planning services to secure your family's future

Get Started

Why Choose Gary Dufour Law, PC

Affordable Flat Fees

Personalized Attention

Accessible estate planning services with transparent flat fees. Customized solutions to safeguard assets and family. Simplify your future with our affordable options.

Personalized Attention

At Dufour Trusts, we understand that each client's needs are unique. That's why we provide personalized attention and guidance to ensure that every client's estate plan is tailored to meet their specific goals.

Comprehensive Services

Personalized Attention

Comprehensive Services

Comprehensive estate planning services by a dedicated lawyer. Our package includes document recording and notary services at no extra cost, ensuring a seamless and thorough planning process for your peace of mind

Estate Planning Solutions

Estate Planning Basics

We educate and guide clients through the estate planning process, including the creation of wills, trusts, powers of attorney, and healthcare directives.

Planning for Long Term Care

Meeting Medi-Cal’s strict income and asset criteria can be challenging, often leading applicants to deplete their savings and assets. However, there are alternatives to consider. With a strategic approach, you may navigate these eligibility requirements and access Medi-Cal benefits, and an irrevocable trust can serve as a valuable tool in this endeavor.

Estate Planning for Blended Families

We help clients in blended families navigate the complexities of estate planning, including the protection of assets and the distribution of property.

Special Needs Trusts

We create special needs trusts to ensure that loved ones with disabilities receive the care and support they need without sacrificing government benefits.

Estate Planning for High Net Worth Individuals

We provide sophisticated estate planning solutions for high net worth individuals, including the use of trusts, family limited partnerships, and charitable giving.

Premarital Agreements

Premarital agreements, commonly referred to as Prenups not only clarify asset distribution in divorce but also outline how assets are managed upon death. By distinguishing between separate and marital property, a prenuptial agreement can safeguard specific assets for designated beneficiaries in your estate plan, minimizing disputes and ensuring your distribution wishes are respected.

Estate Planning for Digital Assets

We help clients protect their digital assets, including social media accounts, cryptocurrency, and other online property, through estate planning.

Frequently Asked Questions

Please reach us at (909) 276-5297 if you cannot find an answer to your question.

What is the purpose of a power of attorney?

A power of attorney is a legal document that grants someone else the authority to act on your behalf in certain legal and financial matters. This can include managing your finances, paying bills, and making medical decisions if you are unable to do so. By creating a power of attorney, you can ensure that your affairs are managed according to your wishes even if you are unable to manage them yourself.

What is the difference between a living will and a healthcare directive?

A living will is a legal document that outlines your wishes regarding end-of-life medical treatment, such as whether you want life-sustaining treatment if you are in a terminal condition. A healthcare directive, on the other hand, is a broader document that appoints someone to make medical decisions on your behalf if you are unable to do so. It can also include instructions for your medical care if you are unable to communicate your wishes.

Can Dufour Trusts help me with trust administration?

Yes, at Dufour Trusts we offer trust administration services to help clients manage their trusts and ensure that their assets are distributed according to their wishes. Our experienced attorneys can guide you through the process and help ensure that your trust is administered properly and efficiently.

Can a Prenuptial Agreement enhance my estate plan?

Establishing asset protection frameworks:

Prenups not only clarify asset distribution in divorce but also outline how assets are managed upon death. By distinguishing between separate and marital property, a prenuptial agreement can safeguard specific assets for designated beneficiaries in your estate plan, minimizing disputes and ensuring your distribution wishes are respected.

Reinforcing trust-based estate planning:

A prenuptial agreement provides a legal framework that protects family wealth and trusts, specifying how trust assets are treated in divorce or death scenarios. This ensures assets remain intact for intended beneficiaries, especially relevant in blended families or when one spouse seeks to protect assets for children or heirs.

Mitigating conflicts and litigation:

By clearly defining asset division and distribution, prenups reduce the likelihood of posthumous disputes among family members. Clarifying each spouse’s rights and responsibilities regarding marital assets minimizes ambiguity, decreasing the potential for contentious legal battles over your estate.

Estate planning demands meticulous attention to detail and consideration of factors impacting asset distribution. Seeking legal counsel ensures your estate plan is comprehensive and reflects your intentions accurately.

Can an irrevocable trust aid in qualification for Medi-Cal?

How does it function?

An irrevocable trust is a distinct legal entity from its creator. When assets are transferred to such a trust, their legal ownership shifts, removing them from your possession. Consequently, these assets are no longer counted towards your asset limit assessment for Medi-Cal eligibility.

Utilizing an irrevocable trust can be particularly advantageous if you seek Medi-Cal eligibility while safeguarding assets for your beneficiaries. Nevertheless, adherence to stringent regulations is crucial when establishing and managing such a trust for Medi-Cal planning. The trust must be meticulously drafted and administered to align with Medi-Cal guidelines. Additionally, asset transfers into an irrevocable trust may undergo scrutiny during a “look-back period” to ensure compliance with Medi-Cal regulations.

Avoiding costly errors

Considering the use of an irrevocable trust for long-term care planning and the financial security of your loved ones necessitates legal counsel. Ensuring the proper establishment of a valid and effective irrevocable trust is imperative to prevent potential setbacks when it matters most.

Protect Your Legacy with a Living Trust

Protect Your Legacy with a Living Trust