By helping clients establish trusts (living trusts, revocable trusts, and others), we allow them to maximize financial resources that can pass to the next generation. Many individuals seek our advice regarding strategies for avoiding the expense and complications of probate. To schedule a consultation on any facet of estate planning, including trusts, contact us today.
Our attorneys advise and assist clients in assigning assets into trusts such as the following:
- Irrevocable trusts
- Insurance trusts
- Family trusts
- Special needs or Supplemental trusts
- Revocable living trusts
- Testamentary trusts
- Credit shelter trusts
While we work to support clients’ goals of avoiding probate, we advise people to prepare wills, also. A valid will clarifies the ownership of any assets not assigned to the trust. A will, when put through probate, also sets a time limit after which creditors can no longer make claims against the executor of an estate.
Our years of experience, our personalized service, and our attentiveness to clients’ needs result in many referrals. Our clients have gained peace of mind by setting up living trusts with our assistance, and in turn send friends, family members, neighbors, and colleagues to our law office. We welcome new clients, just as we maintain close contact with long-term clients.
For advice and assistance in asset protection through estate planning by way of wills, living trusts, and other testamentary instruments that are most appropriate for you, your family, and your business, contact Baillie & Hershman to schedule a consultation.
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