Trust

A trust is a straightforward estate-planning instrument, and involves three persons: the Grantor, the Trustee and the Beneficiary. A trust is created when the owner (the Grantor) transfers title and certain incidents of ownership in the property to another person (the Trustee) for the benefit or use of a third party (the Beneficiary). When to use a trust, and how to structure it, is where legal advice from an experienced legal team is essential to protect your interests.

A trust can be an effective means for you to retain control of your property, while initiating the process of passing ownership to your children and future generations. We can assist you in creating generation-skipping trusts, with careful attention to legal requirements.

Some of the types of trusts and related instruments we create and implement include:

 

When appropriate, we will help you devise an estate plan utilizing trusts to protect assets so you can live in comfort and preserve wealth for the protection and well-being of your loved ones and heirs. We can create and implement trusts, and/or other instruments necessary to accomplish your individual goals.

For the trust to constitute an effective transfer of title and ownership, it must comply with all requirements of law. After we create the trust, our services include assistance to make sure the intended assets are actually transferred to the trust.