Trust ServicesAdvanced Asset Protection & Wealth Transfer
Trusts are powerful tools for protecting your assets, avoiding probate, minimizing taxes, and ensuring your wealth passes to future generations according to your wishes. Our attorneys design customized trust strategies for your unique situation.
Trust vs. Will: Understanding the Difference
While both are essential estate planning tools, trusts offer significant advantages for many families.
Types of Trusts We Create
We design the right trust structure for your specific goals and circumstances.
Revocable Living Trust
The most common estate planning trust. Maintain full control while helping properly funded assets bypass probate and maintaining privacy.
- Bypass probate on properly funded assets
- Maintain complete control
- Privacy protection
- Seamless incapacity planning
- Easily amendable
Best for:
Most families seeking probate avoidance and flexibility
Irrevocable Trust
Provides superior asset protection and estate tax benefits by removing assets from your taxable estate.
- Asset protection from creditors
- Estate tax reduction
- Medicaid planning
- Lawsuit protection
- Generation-skipping transfer
Best for:
High-net-worth individuals and those needing asset protection
Special Needs Trust
Provide for a loved one with disabilities without jeopardizing their eligibility for government benefits.
- Preserve SSI/SSDI eligibility
- Maintain Medicaid benefits
- Supplemental care funding
- Quality of life enhancement
- Professional trustee options
Best for:
Families with disabled dependents receiving government benefits
Charitable Trust
Create a lasting philanthropic legacy while enjoying significant income and estate tax benefits.
- Charitable remainder trusts (CRT)
- Charitable lead trusts (CLT)
- Income tax deductions
- Capital gains avoidance
- Family legacy creation
Best for:
Charitably-minded individuals with appreciated assets
Advanced Trust Strategies
For complex estates, we offer sophisticated trust planning techniques.
Qualified Personal Residence Trust (QPRT)
Transfer your home at reduced gift tax cost
Grantor Retained Annuity Trust (GRAT)
Transfer assets with minimal gift tax
Intentionally Defective Grantor Trust (IDGT)
Estate freeze and income tax benefits
Life Insurance Trust (ILIT)
Remove life insurance from taxable estate
Spendthrift Trust
Protect beneficiaries from creditors and themselves
Generation-Skipping Trust
Transfer wealth across multiple generations
Trust Administration Services
Creating a trust is just the beginning. We provide ongoing support to ensure your trust operates smoothly and achieves its intended purposes.
- Trust funding guidance and assistance
- Trustee education and support
- Annual trust reviews and updates
- Beneficiary distributions
- Tax compliance and reporting
- Trust modifications and amendments
The Trust Funding Process
Asset Review
Identify all assets that should be transferred to the trust
Titling Changes
Re-title accounts and property into the trust name
Beneficiary Updates
Update beneficiary designations as appropriate
Verification
Confirm all transfers are complete and documented