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Trusts

Most people have heard about Trusts, and you may want to know more about how a Trust can help with your estate planning needs. We can discuss with you the process of establishing a Trust, and the advantages that a Trust may provide for your beneficiaries when you pass away.

The are several different kinds of Trusts. The right kind for you depends upon your needs and your financial situation. We can explore the options available to you, and help you decide which would be best for transferring your assets after you are gone. Trusts can also provide financial benefits during your lifetime.

People who have moved into Oregon or California from another state may also need to have their previously-established Trusts reviewed and modified if necessary. We can help with amendment of your Trusts. In addition, some Trusts created years ago could use a thorough review.

Not only can we help with the creation of your Trust, we can also help with funding the Trust to ensure that the assets you have (or later acquire) are appropriately transferred into the Trust estate.

Susan is also able to assist if you find yourself in need of litigation counsel for a trust dispute, as a fiduciary, a trust maker or beneficiary.

Many Trusts can be created for a fixed fee amount depending upon the complexity of the estate and your financial situation. We charge reasonable rates and we would like to discuss your needs with you. Please call or e-mail to set up an appointment. The initial consultation is free for new clients.