We use a team-based approach and seek to ascertain goals and best interests of the client.
Frequently in the course of drafting an estate plan, it will be advisable for a trust to be created. A trust is a document that sets forth your wishes pertaining to property (both real property and personal property) that you have set in trust for the benefit of your beneficiaries. A trust can be either revocable or irrevocable. The most common objectives for creating a trust are to minimize estate taxes, avoid probate and to create a significantly more streamlined administration of your estate. Additionally, there are many forms of specialized trusts with each state recognizing certain trusts pursuant to its own laws. Common specialized trusts include, but are not limited to, Insurance Trusts; Special Needs Trusts; Investment Trusts; Pet Trusts; Charitable Trusts; and Qualified Personal Residence Trusts.
Our firm has extensive experience in drafting, and administering trusts as well as representing fiduciaries in the administration of trusts in addition to handling trust disputes and trust litigation.
We use team-based approach to handling trusts, making sure the financial advisor and CPA are all on board and working together to accomplish the client’s goal.
Matters We Handle
- Revocable Trust
- Bypass Trust
- Charitable Trusts
- Grandchildren Trusts
- Life Insurance Trust
- Insurance Trusts
- Special Needs Trusts
- Investment Trusts
- Pet Trusts
- Qualified Personal Residence Trusts