Trusts

Control Assets For Future Generations

A trust is a legal arrangement that lets you control how certain assets are managed during your lifetime and also how they are distributed after your death. Trusts can provide many valuable benefits including:

  • protecting assets over the long-term from creditors and divorce
  • avoiding probate of your estate
  • minimizing estate administration costs and maintaining privacy for your estate and heirs
  • minimizing gift and estate taxes
  • qualifying for Medicaid while preserving your family assets
  • protecting your heirs from their own poor money choices after you’re gone
  • providing instructions for the handling of your property if you become incapacitated

Any type of asset can be placed into a trust, including cash, investments, personal property, and real property such as a family home or investment property.

There are many different types of trusts that can be used to help you reach virtually any estate planning goal, but creating a trust is not a do-it-yourself project.  There are many state, federal and and tax laws to take into account when establishing a trust, so it’s important to work with an experienced trust lawyer who can guide you through the various types of trusts and then create a legally sound trust to meet your needs.

We Handle a Broad Range of Trusts, Including:

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Medicaid Asset Protection Trusts
  • Special Needs Trusts
  • Charitable trusts
  • Life Insurance trusts
  • Spousal Trusts
  • Trusts for Business Interests
  • Trusts for Beneficiaries under 21
  • Trusts for Blended Families