Longwood Florida Attorneys
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Trusts Attorney in Longwood

Create a Thorough Estate Plan

There are several different types of trusts which can be used to fulfill specific estate planning needs. Whether you and your spouse wish to create a simple, revocable living trust or you have specific goals for minimizing taxes or protecting assets, we can help. At Levy & Associates P.A., our goal is to use the tools and knowledge available to us to establish a trust and create an estate plan which accomplishes your goals.

Contact our lawyer today at (407) 439-2822 or online to set up a trust or seek answers to your questions.

What Is a Trust?

A trust is an entity which holds property designated for specific beneficiaries. This legal entity leaves not only property behind but specific terms which must be followed. For example, a trust can be left for a minor child who can only start using the funds after they turn 18, 21, or another designated age. The grantor or creator of the trust must also appoint a trustee or representative who is responsible for managing the assets and administering property. This can be a family member or a professional trustee.

A few benefits of creating a trust include:

  • Reducing gift and estate taxes
  • Avoiding the expensive process of probate
  • Controlling assets distributed after your death
  • Having assets transferred immediately to beneficiaries
  • Providing for dependents
  • Protection from creditors

Consult with an Experienced Trust Attorney

Many people have the misconception that trusts are only for wealthy people. Trusts can actually be used in a wide range of situations and for people of all income levels. Depending on your circumstances, your interests may be served by one or more types of trusts. Our Longwood trusts lawyer at Levy & Associates P.A. can work with you to determine what type of trust fits into your estate plan.

To make an appointment, give us a call at (407) 439-2822. Our firm assists clients throughout Altamonte Springs, Winter Springs, and Central Florida.

Why Hire Levy & Associates P.A.?

  1. We are a multi-practice law firm
  2. We offer affordable solutions
  3. We create tailored strategies based on your goals
  4. We have a diverse team with broad legal background
  5. We have decades of combines legal experience
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