Create a lasting legacy that aligns with your values and provides the protection and continuity your family deserves.
Trusts are a powerful way to protect and manage your assets for the future, providing security and peace of mind for both you and your loved ones. The Law Office of Deborah J. Schmidt will personalize this process in a straightforward and reassuring manner. Our firm will help you create a trust that reflects your unique wishes and financial goals—such as protecting family assets, ensuring a smooth transfer of wealth, supporting a loved one with special needs, and/or planned, charitable giving.
Our team offers guidance through each step: establishing the right type of trust, detailing specific provisions, assisting with the transfer of trust assets, and assisting trustees in their ongoing responsibilities. By navigating complex legal and tax requirements on your behalf, we make sure your trust is structured to maximize benefits and minimize risks.
Legal Services for Establishing a Trust
Advising on the type of trust best suited to your goals, such as revocable or irrevocable trusts, special needs trusts, charitable trusts, or family trusts, and drafting the trust document with specific provisions.
Structuring trusts to protect assets from potential risks, such as creditors or tax liabilities, while preserving them for beneficiaries.
Offering guidance on tax-efficient strategies for trusts, including minimizing estate and inheritance taxes, and ensuring compliance with applicable tax laws.
Assisting trustees in their duties, including managing trust assets, distributing funds to beneficiaries, and maintaining detailed records.
Creating specialized trusts to address unique needs, such as setting up provisions for a loved one with special needs, or planning charitable contributions.
Helping clients modify or dissolve trusts when circumstances change, such as changes in family dynamics, financial status, or applicable laws.
Legal expert providing trusted guidance.
Deborah J. Schmidt practices in probate, guardianship, and elder law, including administrations and litigation for probate, guardianship, and trusts.
- Experienced trial lawyer
- Innovative legal solutions