Tax-saving trusts are important tools in estate planning that grant unique advantages to protect assets. These tools can be customized to an individual's particular needs, such as gun trusts, North Carolina pet trusts, and Medicaid trusts.
Outside of tax savings and asset protection, there are other benefits for families with disabled persons who use Special Needs Trusts.
TrustCounsel’s North Carolina, New York, Florida and Tennessee estate planning lawyers help trustees administer trusts in specialized ways to save taxes and protect their assets. Our firm also offers a guide for successor trustees that can help simplify trust administration. Our lawyers advise on several matters, including investing, compliance with complex tax laws, proper trust distribution practices, and more. We serve as counsel to the trustee or we can serve as trustee.