Protect Your Loved Ones with a Trust

When it comes to legal documents, few are as underutilized as the trust. A trust can preserve assets and provide loved ones with long-term income and security. They can be simple and designed to benefit a single person, or they can be highly complex and benefit many. Every trust however, needs to be properly created, funded, and administered.

The attorneys at Luis E. Barreto & Associates, P.A. have a wealth of experience in all types of trust creation and administration matters. We understand the many uses of trusts, how to structure and create them, and how to administer them so that they achieve the goals of grantor of the trust. Whether you’re younger and planning for the future, getting ready to retire, or you are looking to ensure your loved ones are taken care of after you’re gone, a well-crafted trust is an excellent option.

Our firm provides advice and services in all types of trust matters, including but not limited to:

  • Revocable trusts
  • Irrevocable trusts
  • Life insurance trusts
  • Charitable remainder trusts
  • Special needs trusts
  • Educational trusts
  • Living trusts
  • Trust fund administration
  • And others

We also conduct and defend all types of trust litigation.

Choosing the Right Trust Vehicle

As you can see from the list above, there is a trust for nearly every situation. The person creating the trust (the settlor or grantor) can structure the trust to account for specific conditions or be contingent on the behavior of the beneficiary.

The attorneys at Luis E. Barreto & Associates, P.A. will discuss your needs in great detail to ensure we truly understand what you want to accomplish with your trust. We will then create the trust vehicle that is right for you and your situation. Finally, we will put in place the procedures needed to administer the trust in an efficient and cost-effective way.

Trust Administration Services

Our attorneys can provide a full range of trust administration services. We can advise the trustees in compliance and administrative matters, prepare reports to beneficiaries, prepare tax returns, and consult on proposed trust transactions and distributions. We do not provide investment advice, but can provide guidance as to whether specific investments or transactions are in accordance with the law and the terms of the trust.

Whether you are interested in a charitable remainder trust, special needs trust, living trust, or any other trust, the law office of Luis E. Barreto & Associates, P.A. will work to achieve your goals in a timely, conscientious, and cost-effective manner.

See our Contact page to schedule a free initial consultation where we will analyze your needs and advise you on the types of trusts that may benefit your family and help you achieve your estate planning goals.

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