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Trust and estate planning

Trust Deed Creation

Professional trust deed preparation and administration for asset protection and estate planning purposes. Protect your wealth and provide for your beneficiaries.

Our Trust Services

Comprehensive trust creation and administration services designed to protect your assets and provide for your beneficiaries according to your wishes.

Living Trusts

Revocable trust creation for comprehensive estate planning

  • Revocable living trusts
  • Pour-over wills
  • Asset transfer
  • Successor trustee designation

Irrevocable Trusts

Asset protection and tax planning trust structures

  • Asset protection trusts
  • Tax planning trusts
  • Generation-skipping trusts
  • Charitable remainder trusts

Charitable Trusts

Philanthropic giving and tax benefit structures

  • Charitable lead trusts
  • Charitable remainder trusts
  • Private foundations
  • Donor advised funds

Special Needs Trusts

Protection for disabled beneficiaries and government benefits

  • First-party special needs trusts
  • Third-party special needs trusts
  • ABLE account coordination
  • Government benefit protection

Business Trusts

Commercial trust structures for business asset protection

  • Business succession trusts
  • Employee benefit trusts
  • Investment trusts
  • Real estate investment trusts

Trust Administration

Ongoing trustee duties and compliance management

  • Trustee services
  • Beneficiary communications
  • Tax reporting
  • Distribution management

Trust Modifications

Amendments and trust restructuring services

  • Trust amendments
  • Decanting procedures
  • Judicial modifications
  • Beneficiary agreements

Trust Litigation

Disputes over trust terms and administration

  • Breach of fiduciary duty
  • Trust contests
  • Beneficiary disputes
  • Accounting disputes

Why Choose Our Trust Services?

Asset Protection

Comprehensive strategies to protect your wealth from creditors, lawsuits, and other threats.

Tax Optimization

Strategic trust structures designed to minimize estate, gift, and income tax obligations.

Ongoing Support

Complete trust administration services including trustee duties and beneficiary management.

Our Trust Creation Process

1

Estate Analysis

Comprehensive review of assets, goals, and family circumstances

2

Trust Design

Custom trust structure design to meet specific objectives

3

Document Drafting

Preparation of trust agreement and supporting documents

4

Implementation

Asset transfer and ongoing administration setup

Trust Benefits

Asset protection planning
Tax optimization strategies
Beneficiary protection
Ongoing administration
Privacy protection
Probate avoidance

Protect Your Legacy with Professional Trust Planning

Secure your family's financial future with expertly crafted trust structures. Schedule a consultation to discuss your estate planning goals and asset protection needs.