2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

What is a QPRT? 

A Qualified Personal Residence Trust (QPRT) is an estate-planning tool that allows individuals to retain the right to live in their home for a specified period of time while also providing for the eventual transfer of a home at a lower transfer tax rate. A grantor using the QPRT transfers title to a personal residence to the trust (either a…

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Estate Planning and Divorce

The divorce rate in the United States is approximately 50%. The “gray” divorce rate – among persons age 50 and over — has doubled between 1990 and 2010, according to a recent Bowling Green University study. If you are middle aged or above, married and are contemplating a divorce or are currently embroiled in divorce proceedings, here are some suggestions…

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2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

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