GET PROACTIVE ABOUT YOUR FUTURE LET'S START PLANNING

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

TRUSTS MUST BE DRAFTED CAREFULLY

LET'S US HELP