Trusts

Using your Trust to Safeguard Assets Today and In the Years Ahead

If a will is the cornerstone of an estate plan, a trust is the roof that provides shelter from taxes, probate, and the expense and difficulty of end-of-life care. Trusts can also safeguard the assets of vulnerable loved ones. At DeAngelus Group, PLLC, our estate planning lawyers are committed to helping families benefit from the protection that a trust can offer.

Trusts are valuable tools that are frequently part of a comprehensive estate plan. At our firm, we assist clients in creating a broad range of trusts, including:

• Revocable and irrevocable living trusts
• Irrevocable life insurance Trust
• Grantor trust
• Trust for minor beneficiaries
• Supplemental needs trust
• Charitable trust
• Medicaid trust
• Qualified terminable interest property (QTIP) trust

Why Choose a Trust?

Our lawyers can also help you use testamentary trusts and living trusts to transfer assets, if this estate planning mechanism is appropriate. Trusts have many benefits, including:

• Avoiding the time, expense, and public nature of probate by directly transferring an asset to an intended recipient
• Manage a property on behalf of a loved one who cannot handle the responsibility of managing the property
• Assets can be transferred to another person before someone passes away
• Protecting children from a previous marriage
• Ensuring the financial needs of a minor are met
• Estate tax, gift tax, and income tax mitigation

Even as circumstances change, our attorneys are always ready to amend documents and provide valuable insight into other options that will help you accomplish your estate planning wishes.

When the time comes that estate and trust administration is needed, we help the executor file the will into probate and ensure that the will is followed properly. We also help trustees and other appointed representatives carry out the provisions of the trust.

For more information on will preparation, see our Will information page.

Related Attorneys

Contact Us Today

To learn how our experienced attorneys can help you, please contact us online or call our office at 518-631-6400