Trusts

There are wide variety of trusts that an individual may decide to implement in the handling of their estate, or in setting rules and directions for the handling of their property should they become incapacitated.  Whether it be for tax reasons, asset protection, creditor protection, or simply to set aside funds for children’s education, trusts can be a crucial tool in estate planning.  For some simple trusts, working with an attorney alone is sufficient.  However, trusts used to accomplish more complex ends may require that the attorney work with a team of professionals including wealth managers and tax advisors.  Our firm has access to such wealth managers and tax advisors to assist with the overall planning that is most beneficial to our clients.