Protecting Your Personal And Financial Interests Keep Your Family’s Future Secure

Palm Beach Gardens Trusts Attorney

Establishing Trusts in South Florida

In the past, many people needed trusts to avoid estate taxes. Today, however, estate taxes apply only to estates of more than $10.8 million in assets. As a result, many people who could benefit from trusts in the past no longer need them today. However, there are still times when a trust can help you accomplish a specific goal. At The Law Office of Nicole C. Morris, P.A., we can draft what you need in the simplest plan possible, as we have always believed less is more.

Our Palm Beach Gardens estate planning attorney draft wills, trusts and other estate planning documents for clients throughout South Florida. We encourage you to schedule a complimentary consultation with our team to learn more about how a trust may benefit you or your family.

Call (561) 220-3307 to schedule your appointment with Attorney Nicole C. Morris.

Reasons to Have a Trust

Many estate planning attorneys market trusts as a way to avoid probate. However, probate does not have to be a costly or lengthy process. Many estates that have trusts have to go through probate anyway because the deceased person owned some assets that were not transferred to the trust.

While avoidance of probate may not always be important, you may still want to establish a trust to:

  • Protect the interests of children from a prior marriage; if you have a blended family, a trust can prevent your children from being disinherited by your new spouse
  • Protect a child who cannot be trusted with money
  • Protect a child who is married to a spouse you do not trust
  • Provide assets to a child who has special needs
  • Support a charity

There are many different types of trusts that you can use to accomplish specific goals. Our Palm Beach Gardens estate planning lawyer can help you determine which trust is best suited for your estate.

Examples of trusts include:

  • Revocable and irrevocable trusts
  • Life insurance trusts
  • Grantor trusts
  • Qualified personal resident trusts
  • Generation-skipping trusts
  • Charitable lead or remainder trusts
  • Testamentary charitable trusts
  • Special needs trusts

We offer a complimentary consultation to answer your questions about trusts. Call (561) 220-3307 or contact us online to schedule an appointment.

See What Our Clients Have To Say

  • “Very helpful in answering all our question and doing the proper paper work making sure that we had everything in ordered that we wanted done.”

    Gene C.

  • “ Nicole is one that will help accomplish that and more! Stop waiting and start doing.”

    Jonathan C.

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