Setting up a trust is a proactive approach to avoid probate and minimize estate taxes, control the distribution of your property, and protect your legacy. Since there are various types of trusts, all with their own advantages and drawbacks, it imperative to work with a certified estate planning, trust administration and trust litigation attorney.
The team at James Bart Leonardi, LLC can help with all of your trust administration and litigation needs. We’re also able to represent trustees and beneficiaries when trust disputes occur.
When you’re creating an estate plan, your attorney may recommend you set up a trust. Whether you want to protect your real estate assets, leave funds to charitable organizations, business succession, or simply allocate funds for disability, illness, and other major expenses, a trust is often an appropriate choice.
When you create a trust, you’ll also need to appoint a trustee. Our firm can advise the trustee and oversee the administration of your trust. This will help to ensure all administrative duties are properly handled, including:
We’ll show you exactly how your estate plan can take advantage of the benefits trusts provide.
Occasionally, issues between trustees and beneficiaries arise. We have extensive experience in litigating trust disputes, including:
If you find yourself in the midst of a trust dispute, you can count on us to provide guidance and zealous representation, no matter what the issue.
When you need to create or revise an estate plan—or are experiencing problems as a beneficiary or trustee—call James Bart Leonardi, LLC. Together, we’ll discuss your needs and determine which legal options are right for you.