sample revocable living trust for california with spendthrift clause

7/23/2019 Sample Revocable Living Trust for California with Spendthrift Clause

1/5

XNEVCG BWXONKD NKD \JIG _GYAHNOCG CJYJKL T_WXT

Tnocg ai Haktgkts

N_TJHCG AKG

H_GNTJAK AI T_WXT

Dghcnrntjak...........................................................................................................................>Knegs ai Trusts...................................................................................................................>

Giightjvg Dntg......................................................................................................................>

Jdgktjijhntjak ai Cjvjk H!jcd..............................................................................................>

Ka Dghgnsgd H!jcdrgk.........................................................................................................>Dgijkjtjaks ai H!jcd" H!jcdrgk" nkd Jssug............................................................................>

N_TJHCG T#A

T_WXT GXTNTGDgijkjtjak ai Trust Gstntg.....................................................................................................$

H!nrnhtgr ai Trust Nssgts.....................................................................................................$Kak%ra&ntg Trnksigrs ai Haeeukjt' (ra%grt'....................................................................$

Nddjtjaks ta Trust................................................................................................................$

N_TJHCG T)_GG

_J*)TX NKD (A#G_X AI XGTTCA_X

(a+gr ai _gvahntjak #!jcg ,at! Xgttcars Nrg Cjvjk.........................................................-

(a+gr ai _gvahntjak nkd Negkdegkt Nitgr Dgnt! ai Dghgnsgd Xgttcar............................-gt!ad ai _gvahntjak ar Negkdegkt.................................................................................-

Dgcjvgr' ai (ra%grt' Nitgr _gvahntjak................................................................................/Trustgg6s _gtgktjak ai Nssgts ak _gvahntjak......................................................................./Ggrhjsg ai _j!ts nkd (a+grs ai Xgttcars ,' At!grs........................................................../

N_TJHCG IAW_DJXT_J,WTJAKX DW_JK* XGTTCA_X6 ?AJKT CJ8GX

(n'egkt ai Jkhaeg Durjk Xgttcars6 ?ajkt Cjvgs.................................................................4

Djstrj&utjaks ai (rjkhj%nc Durjk Xgttcars6 ?ajkt Cjvgs........................................................4

Djstrj&utjaks ai (rjkhj%nc nt _g7ugst ai Xgttcars..................................................................9Xgttcars6 A&cjntjak iar Haeeukjt' (ra%grt' Djstrj&utgd...................................................9

_g7ugsts jk ,g!nci ai n Xgttcar Wkn&cg ta Da Xa (grsakncc'...............................................9

N_TJHCG IJ8G

DJ8JXJAK JKTA X)N_GX NKD JKJTJNC DJXT_J,WTJAKX

NITG_ DGHGNXGD XGTTCA_6X DGNT)(n'egkt ai Dgnt! Tngs" Dg&ts" nkd G%gksgs ak Xtntgegkt Irae (grsaknc

_g%rgsgktntjvg..........................................................................................................:Jktgktjak T!nt nrjtnc Dgduhtjak X!nrg =uncji' iar nrjtnc Dgduhtjak...........................>:

Djshcnjegr ai (ra%grt'.......................................................................................................>:

N_TJHCG XJ0 DJX(AXJTJ8G (_A8JXJAKX AI T_WXTX H_GNTGD

NITG_ DGHGNXGD XGTTCA_6X DGNT)

Xurvjvar6s Trust..................................................................................................................>>Djs%asjtjak ai ,'%nss Trust Wktjc Dgnt! ai Xurvjvjk Xgttcar..........................................>$

Djs%asjtjak ai ,'%nss Trust ak Dgnt! ai Xurvjvjk Xgttcar3 X%ghjnc (a+gr ai

N%%ajktegkt5 Dginuct (ravjsjaks..........................................................................>-

Djshcnjegr Trust.................................................................................................................>4Xg%nrntg X!nrg Trust iar Jssug............................................................................................>4

X%gkdt!rjit Hcnusg..............................................................................................................>9

N_TJHCG XG8GKT_WXTGG

_genjkjk Xgttcar ta Nht ns Xacg Trustgg ak Dgnt! ar Jkhn%nhjt' ai At!gr Xgttcar...........>

(a+gr ta A%grntg ,usjkgss................................................................................................$>(a+grs _gnrdjk Xu&h!n%tgr X Xtah;..............................................................................$$

_gtgktjak ai Inejc' _gsjdgkhg..........................................................................................$/

(a+gr ta Hae&jkg Trust Nssgts.........................................................................................$4Gnrc' Tgrejkntjak ai Trusts...............................................................................................$4

Djvjsjak ar Djstrj&utjak jk Hns! ar 1jkd...........................................................................$4

(n'egkts ta Cgncc' Jkhn%nhjtntgd (grsaks.......................................................................$9

Trustgg6s Cjn&jcjt'...............................................................................................................$9#rjttgk Katjhg ta Trustgg...................................................................................................$


4/5

XNEVCG BWXONKD NKD \JIG _GYAHNOCG CJYJKL T_WXT

N_TJHCG AKG

H_GNTJAK AI T_WXT

>.>. Dghcnrntjak. nkd " !us&nkd nkd +jig" ai

Haukt'" Hncjiarkjn" +!a nrg !grgjk rgigrrgd ta ns t!g sgttcars ar t!g trustggs"

dg%gkdjk ak t!g haktgt" !grg&' dghcnrg t!nt t!g' !acd hgrtnjk %ra%grt' t!g trust gstntg jk

trust" ta &g !gcd" ndejkjstgrgd" nkd djstrj&utgd nhhardjk ta t!g tgres ai t!js jkstruegkt.

>.$. Knegs ai Trusts. T!g trusts hrgntgd &' t!js jkstruegkt s!ncc &g ;ka+k haccghtjvgc'

ns t!gXnepcg Busonkd nkd \jig _gvahnocg Cjvjkl Trust" nkd gnh! sg%nrntg trust hrgntgd ukdgr

t!js jkstruegkt s!ncc &g rgigrrgd ta &' nddjk t!g kneg ar dgsjkntjak ai t!nt sg%nrntg trust ns jt

n%%gnrs jk t!g n%%ra%rjntg sghtjak ai t!js jkstruegkt.

>.-. Giightjvg Dntg. T!js dghcnrntjak s!ncc &g giightjvg jeegdjntgc' ak gghutjak &' ncc

t!g %nrtjgs.

>./. Jdgktjijhntjak ai Cjvjk H!jcd. T!g sgttcars !nvg cjvjk h!jcdrgk"

CJXT IWCC KNEGX AI HBJCD_GK NKD JKHCWDG DNTGX AI OJ_TB.

>.4. Ka Dghgnsgd H!jcdrgk. T!g sgttcars !nvg ka dghgnsgd h!jcdrgk.

>.9. Dgijkjtjaks ai H!jcd" H!jcdrgk" nkd Jssug. Ns usgd jk t!js jkstruegkt" t!g tgres

h!jcd nkd h!jcdrgk rgigr ta ncc %grsaks rgigrrgd ta jk Hncjiarkjn (ra&ntg Hadg Xghtjak $9" ns jk

giight nt t!g tjeg ai gghutjak ai t!js jkstruegkt" nkd t!g tgre jssug rgigrs ta ncc %grsaks

rgigrrgd ta jk Hncjiarkjn (ra&ntg Hadg Xghtjak 4:" ns jk giight nt t!g tjeg ai gghutjak ai t!js


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jkstruegkt.

N_TJHCG T\A

T_WXT GXTNTG

$.>. Dgijkjtjak ai Trust Gstntg. Ncc %ra%grt' su&ght ta t!js jkstruegkt irae tjeg ta tjeg

js rgigrrgd ta ns t!g trust gstntg nkd s!ncc &g !gcd" ndejkjstgrgd" nkd djstrj&utgd ns %ravjdgd jk

t!js jkstruegkt. T!g trustgg s!ncc !acd" ndejkjstgr" nkd djstrj&utg t!g %ra%grt' dgshrj&gd jk t!g

Xh!gducg ai Haeeukjt' (ra%grt' Nssgts +!jh! js nttnh!gd !grgta nkd endg n %nrt ai t!js trust

jkstruegkt" nk' at!gr %ra%grt' t!nt en' &g !grgnitgr su&ght ta t!js trust" nkd t!g jkhaeg nkd

%rahggds nttrj&utn&cg ta ncc suh! %ra%grt'" jk nhhardnkhg +jt! t!g %ravjsjaks ai t!js jkstruegkt.

$.$. H!nrnhtgr ai Trust Nssgts. Ncc haeeukjt' %ra%grt' ai t!g sgttcars trnksigrrgd ta t!js

trust" nkd t!g %rahggds ai ncc suh! %ra%grt'" s!ncc haktjkug ta &g haeeukjt' %ra%grt' ukdgr t!g

cn+s ai Hncjiarkjn" su&ght ta t!g %ravjsjaks ai t!js jkstruegkt. Ncc sg%nrntg nkd 7unsjF

haeeukjt' %ra%grt' s!ncc rgenjk t!g sg%nrntg ar 7unsjFhaeeukjt' %ra%grt'" rgs%ghtjvgc'" ai t!g

haktrj&utjk sgttcar.

$.-. Kak%ra&ntg Trnksigrs ai Haeeukjt' (ra%grt'. T!g haksgkt ai t!g sgttcars ta t!g

trnksigr ai nk' haeeukjt' %ra%grt' nssgts su&ght ta t!js trust s!ncc &g avgrkgd sacgc' &' t!g

tgres ai t!js trust jkstruegkt.

Ta !"#$nsg t$g gkt%"g &' n(g )a#!*gkt +%s%t,

$tts,--cg(nc)a#s"a.*s$a%i.#a*-"a)!#ts-sn*cg/"g+a#nocg/

c%+%k(/t"!st/ia"/#nc%ia"k%n/6%t$/sgk)t$"%it/#cn!sg
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sample revocable living trust for california with spendthrift clause

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