Trust Drafting and Creation in Florida

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Drafting a trust is not easy or inexpensive. A properly drafted and executed trust can cost thousands of dollars in legal fees and require many hours of your own time to create.

However, drafting a trust incorrectly can cost your family far more.

Trust documents must be designed to anticipate future events and to plan for their resolution.

The following is a short list of what every trust document should consider:

  • Federal taxation
  • State taxation
  • Estate tax implications
  • Tax return preparation and filings
  • Investment policy statement
  • Planning for incapacity of trustee
  • Avoiding probate
  • Privacy and confidentiality
  • Asset protection from creditors
  • Flexibility to address changes in laws
  • Beneficiary’s disability or serious illness
  • Excluded beneficiaries
  • Spendthrift provisions
  • Divorce of the beneficiary
  • Bankruptcy
  • Future special needs of beneficiary
  • Right to amend and revoke
  • Payments clauses
  • Document archive and backup
  • Successor trustees
  • Applicable law or situs
  • Preservation of beneficiaries government benefits
  • Planning for potential problems (example drug abuse by a beneficiary)

This is not an exhaustive list of the items that we consider when our Broward Miami Dade and Palm Beach County trust lawyers draft your trust.  We work closely with you to get your trust correct so that it accomplishes the goals that you set out to achieve in the protection of your family.

Do you like our straight forward, and easy to understand explanations of complex legal concepts?

We’re changing the way people think about lawyers.

We understand the emotion difficulty, and stress of prolonged and expensive probate because we’re people.

We also happen to be Florida Trust Attorneys.

We can help.

Our Florida trust lawyers serve clients in Palm Beach County, Broward County, Miami Dade County, and most other Florida cities and counties.

We handle probate challenges and defenses. We defend against creditors making claims to probate and negotiate with probate creditors that have legitimate well documented claims.  We handle probate transfers of property quickly and correctly.

Call us.

We want to hear your story, and share ours.

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