Trust Lawyer Valrico, FL

When many people think of a trust, they imagine that these are only for the very wealthy, or “trust fund babies.”  The truth is that anyone can reap the benefits or a trust. This vital part of estate planning can ensure that a child has the funds for college or graduate school, that a child with special needs has income to supplement their government benefits or protect certain assets from being seized by creditors or divided as marital assets in a divorce. The right Valrico, FL, trust lawyer can make a trust work for you.

At Morton Law Firm, we get to know you, your financial situation and obligations now, and your financial goals so we can make the right recommendations for a trust. Don’t face the future without a solid plan. We can help ease the burden of estate taxes, protect certain assets, leave a legacy for your children, and even help ensure you can qualify for Medicaid later in life. Call today to get started.

What Can A Valrico Trust Lawyer Do For Me?

Trusts are flexible legal protections. The creator of the trust places assets in the trust, like property, money, or both. Depending on the type of trust, the creator can benefit financially from the assets while they are still alive and then designate a new beneficiary when they pass away. Or, the creator can create a trust to benefit someone else, with instructions as to how the assets will be released. Trusts are controlled by a trustee, who ensures that the rules of the trust are followed to benefit the beneficiary.

We help you determine which trust structure is right for your needs and can even offer trustee services if you need them. We have a thorough knowledge of Florida estate and trust laws, so we can establish a trust that can withstand a legal challenge. Our lawyers offer personalized advice about your trust and how it can complement the rest of your estate plan. We want to ensure that you have the right information to make smart choices for your assets and your family.

Helping You Safeguard Everything You’ve Worked For

Our trust attorneys don’t just draft trusts. We also serve as trust administrators, making sound fiduciary decisions on behalf of the trust and ensuring that the beneficiary receives the maximum benefits. We can help you determine which assets to place in a trust to protect them from creditors, ensure that a spendthrift heir has a steady income or people on a second or subsequent marriage can preserve certain assets for children from a prior relationship.

We take our fiduciary duty to our clients seriously and want to help you protect everything you’ve earned. We thoughtfully answer your questions and make recommendations that are in your best interests.

Contact Us Today To Get Started

Do you need to create or modify a trust after a change in your life circumstances? Maybe you want to make sure that your family is taken care of after you pass away or that you may not have enough income to last you through retirement. Whatever your financial needs, we can explore trust options to help you meet them. Contact Morton Law Firm today for a consultation with an experienced Valrico trust lawyer.