Asset Protection, Trusts and Wills

OUR GOAL—YOUR Complete Satisfaction and Understanding
Our goal is to provide each of our clients with as much information as possible about Asset Protection, Trusts and Wills. As you will see as you review the following material, there is a lot of information to digest and consider. Many legal aspects may be complex and confusing. We want you to know we are available to speak with you about any legal aspects of Asset Protection, Trusts and Wills at your convenience either over the telephone or in person at the Spiegel and Utrera, P.A., office nearest you. What do some of these terms mean? Click here for a Glossary. For answers to Frequently Asked Questions (FAQs) about Asset Protection, Trusts and Wills. Click here for FAQs.

California Land Trust

California statutes do not authorize a land trust. However, what in common parlance sometimes (and mistakenly} may be referred to as a “land trust” may legally and more properly referred to as a conservation easement (available in all states), where a not-for profit corporation with tax-exempt status obtains property in order to restrict its use by agreement, where the property is predominantly in its natural, scenic, open, agricultural, or wooded condition so that it is suitable habitat for fish, plants, or wildlife, or so that the property maintains its historical, architectural, archaeological, or cultural significance, or so there is a prohibition on existing land uses from construction or placing of buildings, roads, signs, billboards or other advertising, utilities, or other structures on or above the ground, dumping or placing of soil or other substance or material as landfill or dumping or placing of trash, waste, or unsightly or offensive materials, removal or destruction of trees, shrubs, or other vegetation, excavation, dredging, or removal of loam, peat, gravel, soil, rock, or other material substance in such manner as to affect the surface. Let us incorporate a not-for profit corporation for you and prepare these important documents for you for $667.95.

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