Drafting, acting as, and assisting trustees in Florida
Trusts are useful estate tools that help you preserve your assets and protect your beneficiaries. In many cases, the heirs to estates that are placed entirely in trusts can avoid probate — and thus, trusts can effect less expensive, more expeditious allocation of assets and keep private information out of public records. Our trust administration attorneys at RTB Law & Title, P.A. can:
- Draft a living trust
- Create a special needs trust
- Act as trustee
- Assist a trustee with trust administration Living Trust
Living Trusts To Preserve Assets
Our dedicated lawyers evaluate whether a trust can benefit you during your lifetime and your heirs after your death. We discuss your many options for drafting the type of trusts most appropriate to your goals, such as:
- Paying for care of your minor children
- Covering expenses of your pets
- Donating funds to a favorite charity
- Minimizing tax liabilities
Special needs trusts for disabled children
Special needs trusts are designed to provide funds for the care of disabled individuals without jeopardizing their access to crucial government programs such as Medicaid, Medicare and Supplemental Security Income (SSI).
The trust must be phrased precisely to allow your family member to be deemed eligible for these vital sources of income. Money from special needs trusts can be used to pay for items that increase independence and quality of life.
Contact one of our dedicated Southwest & Central Florida trust administration attorneys
RTB Law & Title, P.A. has locations in Clearwater, Tampa, and Orlando, Florida. We are always working to open an office near yours.
Call RTB Law & Title, P.A. at our Toll Free Number (727) 286-6257 or contact us online to schedule a consultation.