The concept of the revocable trust (sometimes referred to as a “revocable living trust,” “living trust,” or “grantor trust”) is similar to a Will in that it directs the distribution of assets at the time of your death, but it does so without the involvement of probate court. In addition a revocable trust may provide for your care and the management of your assets during your lifetime in the event of disability or incapacity. When you create the trust and transfer assets into the trust you are known as the Trustor (or sometimes “Grantor” or “Settlor”). You name a trustee, frequently yourself, and the ‘Trustee’ is the person who holds and manages the trust assets in accordance with the terms and provisions set forth in the Trust instrument. The ‘Beneficiary’ is a person(s) for whose benefit the trust was created. It is created and operational while you are alive and it can be revoked or changed at any time by the person(s) who created the trust.

Other Services

  • Conservatorship

    A conservatorship is a court proceeding in which an individual or organization is appointed to oversee the personal care and

    Read More

  • Guardianship


    Life does not always run smoothly, and there are times when an individual has to step in and take control

    Read More

  • Business Succession

    Business succession is the planning and process of preserving the continuity of the family business. If the goal is to

    Read More

  • Supplemental Needs Trust

    Supplemental needs trusts (SNT), also referred to as special needs trusts, allow a beneficiary who is receiving needs-based support in

    Read More

  • 1
  • 2
  • 3

404 West Pine Street, Suite 14
Lodi, CA 95240-2048

Phone: (209) 339-9196
Fax: (209) 369-3687


Website Contents © Schneweis-Coe & Bakken, LLP
Unauthorized duplication or reposting of the contents of this site in any form is strictly prohibited.

Stockton Website Design by Brentwood Visual