Carlsbad Family Law Attorneys
Trusts Compassionate in Our Approach, Decisive in Our Strategy

Trusts

Trust Attorney Carlsbad

Trusts are legal entities that a person sets up to manage assets, and they involve three parties: the settlor – also known as grantor – who puts his or her assets into the trust; the trustee, who manages the trust assets; and the beneficiary, who receives the benefits of the trust.

A trust can help you protect your children’s inheritance from a divorcing spouse, provide for your minor children in the event of untimely death, and provide care for a family member who has special needs. It can even help you give to charity. When a trust is in place, you avoid:

  • Probate court
  • Estate taxes (or at least minimize them)
  • Court conservatorship

If you would like to establish a trust, read through the options that our team can assist you in setting up. Then, give us a call at (858) 371-5569 or contact us online to get started.

Types of Trusts We Can Help You Set Up

The following section details the different types of trusts our skilled team can help you set up. We suggest reading through each option carefully in order to gain a better idea of which would work best for you. Then, schedule an appointment with a member of our team so we can review your situation and determine how to move forward in establishing the best trust for your needs.

  • Revocable Trust/Revocable Living Trust: A revocable trust is also referred to as a revocable living trust, or just a living trust. It is the primary estate planning document in any effective estate plan. It clearly defines your wishes regarding your assets, dependents and heirs. You identify a trustee, which is similar to an executor of a will, to act on your behalf in the event that become unable to handle your own legal affairs or pass away. Revocable trusts can be changed at any time.
  • Irrevocable Trust: This type of ironclad trust cannot be changed except in isolated circumstances. Those who seek this type of trust sometimes work in professions that leave them vulnerable to lawsuits, so they enter into irrevocable trusts to protect their assets. This type of trust is used to minimize estate taxes.
  • Asset Protection Trust: This trust provides a way for funds to be held on a discretionary basis. It is created to protect the assets of high-net-worth individuals in the event of lawsuits, bankruptcy, divorce or other similar financially damaging situations, while enabling the individuals to continue to benefit personally from the assets. This type of trust can protect a home and savings from dwindling as a result of covering the costs of long-term nursing home care.
  • Constructive Trust: This trust makes it possible to transfer property ownership, either during life or following death. It typically occurs when a court declares that beneficial ownership of property be transferred from the defendant to the plaintiff.
  • Special Needs Trust: A special needs trust is designed to provide for the immediate and future benefit of disabled persons. This trust addresses the unique circumstances that a family must face when they need to plan for the long-term care of a family member with special needs.
  • Spendthrift Trust: Do you want to leave assets to a loved one who is terrible with money? This type of irrevocable trust enables you to appoint an independent trustee who has full authority to determine how the trust’s funds will be expended for the beneficiary’s benefit. This trust protects the assets from the beneficiary’s creditors.
  • Tax Bypass Trust: Also called a family trust or a credit shelter trust, bypass trusts make it possible for you to leave property to someone, and to protect that property from estate taxes when that person dies.
  • Charitable Trust: This trust makes it possible for you to set aside assets for one or more charities. There are two types of charitable trusts: remainder trusts and lead trusts. A remainder trust signs over assets to a charitable organization for a specified timeframe. A lead trust enables the donor to retain control, and any interest that comes from the trust’s assets can go to the charity or be split between the charity and the donor’s beneficiaries. When the trust expires, it reverts back to a party of the donor’s choosing, typically an heir or other beneficiary.

GYL can help you establish the right trust for your needs. Contact us online or call us at (858) 371-5569.

Meet Our Team 

Honest. Fearless. Bold.
  • John N. Griffith, Esq., CFLS
  • Catie E. Young, Esq., CFLS
  • Amy J. Lass, Esq., CFLS
  • Shirin Asgari, Esq.
  • Eric Cowdery, Esq.
  • Jeffrey Wittliff, Esq.
  • Joshua Yee, Esq.
  • Shaudi Malekzadeh, Esq.
  • John N. Griffith, Esq., CFLS John N. Griffith, Esq., CFLS

    Partner

    John Griffith has practiced exclusively in the area of family law since 2009. John is a Certified Family Law Specialist certified as an expert in the area of family law by the California Board of Legal Specialization. Prior to opening Griffith, Young & Lass, he worked as the managing partner of one of the largest family law firms in North County San Diego.
    John N. Griffith, Esq., CFLS Photo
  • Catie E. Young, Esq., CFLS Catie E. Young, Esq., CFLS

    Partner

    Catie E. Young excels in child custody cases and move-away trials. She has a unique approach to child custody cases and clients of Griffith, Young & Lass tend to gravitate toward her in these cases. Since joining the firm, she has continuously brought her zeal and compassion to representing clients in child custody and domestic violence cases, and in December 2011, she became a partner at Griffith, Young & Lass.
    Catie E. Young, Esq., CFLS Photo
  • Amy J. Lass, Esq., CFLS Amy J. Lass, Esq., CFLS

    Partner

    Amy Lass, a certified family law specialist, was born in New York and raised in San Diego, California. Amy graduated from Cal Poly, San Luis Obispo in 2003 with a B.S. in Economics with a concentration in Enterprise Accounting. Amy went on to earn her law degree from Thomas Jefferson School of Law and graduated cum laude in 2006.
    Amy J. Lass, Esq., CFLS Photo
  • Shirin Asgari, Esq. Shirin Asgari, Esq.

    Associate

    Attorney Shirin Asgari has a broad spectrum of legal experience and has handled matters in family law, criminal law, business law, and national security law. Currently, she focuses on family law matters and is a strong advocate for the rights of her clients. She dedicates time and attention to the needs of each client and the unique circumstances their case presents.
    Shirin  Asgari, Esq. Photo
  • Eric Cowdery, Esq. Eric Cowdery, Esq.

    Associate

    Eric Cowdery earned his bachelor’s and Master’s degrees before earning his JD from Golden Gate University as part of the Honors Lawyering Program. He was admitted to the California Bar Association in 2013 and has been working diligently in the field ever since. Taking a personalized approach to each case, Eric Cowdery is committed to working with clients to help them through the often confusing and complex legal process of divorce.

    Eric  Cowdery, Esq. Photo
  • Jeffrey Wittliff, Esq. Jeffrey Wittliff, Esq.

    Associate

    Jeffrey Wittliff is extremely attentive to his cases and believes in thorough preparation and the value of regular client communication. Behind the scenes, he has an extensive background in research related to all areas of family law, propounding discovery when necessary, and negotiation to settle cases with opposing parties.
    Jeffrey  Wittliff, Esq. Photo
  • Joshua Yee, Esq. Joshua Yee, Esq.

    Associate

    Attorney Joshua Yeereceived his Bachelor of Arts degree in Political Science, from the University of California, San Diego. Joshua went on to receive his Juris Doctor degree from University of San Francisco. His experience working with a local Certified Family Law Specialist solidified his desire to become a family law attorney. Since becoming an attorney, Josh has exclusively practiced in family law.
    Joshua  Yee, Esq. Photo
  • Shaudi Malekzadeh, Esq. Shaudi Malekzadeh, Esq.

    Associate

    Shaudi Malekzadeh is a Carlsbad family law attorney at Griffith, Young & Lass, advocating for the rights and interests of Southern California families in a variety of family law cases, such as child custody, alimony, spousal support, and the division of community property. She is committed to delivering effective legal representation to our clients, aggressively advocating for their legal rights, and offering compassionate legal advice.
    Shaudi  Malekzadeh, Esq. Photo

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Why GYL? 

Turn to a Team that Does It Best
  • We're Leaders in Our Field

    From case planning to preparation, to superior courtroom presence, our clients can be sure that they will walk into the Courtroom prepared and with the best chance of success.

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    Our representation is tailored to the unique circumstances of each client. We deploy the GYL strategic case trajectory dynamic to ensure the best chance at success at the most reasonable cost. 

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    We don't believe in wasting our client's time and money. Helping people is what drives us to excel at our craft. We first identify the goals and interests of each client, we then develop an efficient and effective case plan aimed at achieving those goals.

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    We believe in a responsible and ethical practice and stick to our values regardless of the situation. We're transparent and don't just tell our clients what they want to hear, unless it's what we believe, even if it may deter them from moving forward. We stand by our team's expertise and will always be upfront and honest with our clients. 

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