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San Antonio Trusts and Estates Lawyer

Valerie V. Van Courtlandt
Valerie V. Van Courtlandt
vvancourtlandt@ceflegalsa.com

J. Alex Garcia, III
J. Alex Garcia, III
jagarcia@ceflegalsa.com

Caldwell East & Finlayson PLLC

700 North St. Mary's
Suite 1825
San Antonio, TX 78205
United States

Consult with a Proven San Antonio Trusts and Estates Lawyer

The proven San Antonio estate lawyers at Caldwell East & Finlayson PLLC are experienced in the effective resolution of estate lawsuits and claims as related to family estates and trusts. San Antonio estate attorneys are knowledgeable in all areas of general estate law, including but not limited to instances of estate bankruptcy, living trusts and retirement planning in San Antonio, Texas.

The San Antonio trusts and estates attorneys have experience representing clients with matters involving:

  • San Antonio Decedents Estate Lawyer
  • San Antonio Estate Bankruptcy Lawyer
  • San Antonio Estate Lawyer
  • San Antonio Estate Planning Lawyer
  • San Antonio Family Trusts Lawyer
  • San Antonio Living Trusts Lawyer
  • San Antonio Powers of Attorney Lawyer
  • San Antonio Retirement Planning Lawyer
  • San Antonio Special Needs Trusts Lawyer
  • San Antonio Trust Lawyer
  • San Antonio Unclaimed Property Lawyer
  • San Antonio Wealth Planning Lawyer

Experienced San Antonio Trust Attorney

Trusts are estate-planning tools that can replace or supplement wills; as well as help manage property during life. A trust manages the distribution of a person’s property by transferring its benefits and obligations to different people. There are many reasons to create a trust, making this property distribution technique a popular choice for many people when creating an estate plan.

The basics of trust creation are fairly simple. To create a trust, the property owner (called the “trustor,” “grantor,” or “settlor”) transfers legal ownership to a person or institution (called the “trustee”) to manage that property for the benefit of another person (called the “beneficiary”). The trustee often receives compensation for his or her management role. Trusts create a “fiduciary” relationship running from the trustee to the beneficiary, meaning that the trustee must act solely in the best interests of the beneficiary when dealing with the trust property. If a trustee does not live up to this duty, then the trustee is legally accountable to the beneficiary for any damage to his or her interests. The grantor may act as the trustee himself or herself, and retain ownership instead of transferring the property, but he or she still must act in a fiduciary capacity. A grantor may also name him or herself as one of the beneficiaries of the trust. In any trust arrangement, however, the trust cannot become effective until the grantor transfers the property to the trustee.

An experienced San Antonio estate lawyer is professional and knowledgeable in understanding the details, facts, complications, and circumstances that arise in a trusts and estates case.

Trusted San Antonio Estate Law Firm

The San Antonio estate attorneys at Caldwell East & Finlayson PLLC are distinguished by a history of successful estate claim recoveries and resolutions. For experienced representation in an estate dispute or if you need help with estate planning, contact the San Antonio estate lawyers at Caldwell East & Finlayson PLLC in Texas.

Caldwell East & Finlayson PLLC

700 North St. Mary's
Suite 1825
San Antonio, TX 78205
United States

Contact This Firm

Caldwell East & Finlayson PLLC

700 North St. Mary's
Suite 1825
San Antonio, TX 78205
United States

Law Firm Contact: Chris Clark

Tel: 210.225.1655

Fax: 210.225.8999

Email: cclark@ceflegalsa.com

Website: www.ceflegalsa.com

Member Since: 2019

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