Testamentary Trust

Term Definition
Testamentary Trust
A trust created by a will or trust that is established on the death of the trustor. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.

Phone

Office/Fax (805) 495-2157

Location

200 North Westlake Blvd
Suite 111
Westlake Village, CA 91362