Fraud Blocker

We offer the option of consultations and meetings in-person, video & phone.

Your Estate Plan and Gifting of Valuable Personal Property

Many Bay Area people collect valuable personal property such as cars, motorcycles, musical instruments, jewelry, and/or fine art. These items need to be considered separately in the estate planning process.

Although a will disposes of a personal items, if you own pricey collectibles, you need to include them in your trust and provide for the disposition of those collectibles to avoid issues including transfers of title.

If you have collectible items of value, you should also consider naming a co-trustee that has expertise with such collectibles and can maintain or dispose them competently.  A family member that is not experienced in handling specific valuable personal items is not a good choice. Another option is to name a professional fiduciary that will appoint someone that is experienced in handling personal items of value.

Here at Chauvel & Glatt, we will help you prepare an estate plan including the disposition of your valuable property and we also have a solid network and professional resources to guide you through the selection of a trustee. To learn how our attorneys can assist you with your estate planning or other legal needs, contact us today.

*Disclaimer: The content of this blog is provided for informational purposes only and is not intended as legal advice. Every legal matter is unique, and the information presented here may not apply to your specific situation. Reading this blog does not create an attorney-client relationship between you and Chauvel & Glatt, LLP. For personalized legal assistance or advice, please contact a qualified attorney. If you would like to discuss your legal needs, we invite you to contact our office to schedule a consultation.

Facebook
Twitter
LinkedIn
Search

Latest News

Subscribe to Our Newsletter

"*" indicates required fields

Untitled*