Advanced Asset Protection: Trusts & Strategic Trust Administration

The law office of Mary Zogg specializes in leveraging Trusts to achieve advanced planning goals, including asset protection, probate avoidance, and tax minimization. Whether you need a simple Revocable Trust or a complex Irrevocable Trust, we design, draft, and implement strategies that move beyond a standard Will.

The Power of Trusts: Avoiding Probate and Gaining Control

A Trust is a legal arrangement where property is held by one party (the Trustee) for the benefit of another (the Beneficiary). It is the most effective tool for maintaining privacy and control over the distribution process.

Our Trust drafting and administration services include:

• Probate Avoidance: Strategically funding a Trust to ensure assets transfer directly to beneficiaries outside the jurisdiction of the court (Probate).
• Asset Management: Establishing mechanisms to manage and protect assets for beneficiaries who are minors, have special needs, or are subject to creditor concerns.
• Revocable Living Trusts (RLTs): The most common type, allowing you to retain control over the assets during your lifetime while providing for a seamless transfer upon death.
• Irrevocable Trusts: Used for advanced planning purposes, such as minimizing estate taxes or protecting assets from long-term care costs.

Strategic Trust Administration Services

Proper management is key to a Trust’s success. We advise successor Trustees on their legal duties to ensure accurate, timely, and compliant administration.

Distribution Planning: Advising on the proper timing and execution of distributions according to the terms of the Trust document.

Trustee Fiduciary Guidance: Counseling on the Trustee’s duty of loyalty, duty of impartiality, and duty to inform and account to beneficiaries.

Asset Inventory and Appraisal: Assisting the Trustee in gathering, valuing, and formally documenting all Trust assets.

Consult with a Board Certified Specialist

Every family law case is unique, but the need for specialized expertise is universal. As a Board Certified Specialist in Marital and Family Law, Mary Zogg provides the strategic focus required to secure your financial and family future.

Schedule Your Confidential Consultation:

• Orlando Office:(321) 209 1878
• Clermont Office:(352) 418 0418

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