Trust Services

Expert guidance in creating and administering trusts to protect your assets and secure your legacy.

What is a Trust?

A trust is a legal arrangement where one party, known as the trustor or grantor, gives another party, the trustee, the right to hold title to property or assets for the benefit of a third party, the beneficiary. Trusts are established to provide legal protection for the trustor's assets, to ensure those assets are distributed according to the trustor's wishes, and to save time, reduce paperwork, and, in some cases, avoid or reduce inheritance or estate taxes.

Benefits of Establishing a Trust

Avoids probate, keeping the transfer of assets private
Provides protection against incapacity
Offers control over asset distribution
May reduce estate taxes
Protects assets from creditors
Can provide for minor children or family members with special needs

Types of Trusts We Handle

Revocable Living Trusts

A flexible trust that allows you to maintain control over your assets during your lifetime and specifies how your assets should be managed upon your incapacity or death.

Irrevocable Trusts

Once established, these trusts cannot be altered, offering strong asset protection and potential tax benefits.

Special Needs Trusts

Designed to provide for the needs of a disabled beneficiary while preserving their eligibility for government benefits.

Charitable Trusts

Allows you to leave all or part of your assets to a charitable organization while potentially offering income and tax benefits.

Asset Protection Trusts

Structured to protect your assets from future creditors, lawsuits, or judgments.

Spendthrift Trusts

Protects the assets you leave to a beneficiary from their creditors or their own spending habits.

Trust Administration Services

After a trust is established, it must be properly administered. Our attorneys provide comprehensive trust administration services, including:

Assisting trustees in understanding their fiduciary duties

Managing trust assets and investments

Handling required accounting and tax matters

Distributing assets to beneficiaries

Resolving disputes among beneficiaries

Representing trustees in legal proceedings

Ready to Establish or Administer a Trust?

Schedule a consultation with one of our experienced trust attorneys to discuss your specific needs.