Talk of The Villages Florida - View Single Post - Attorney for forming trusts
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Old 08-31-2023, 08:49 AM
retiredguy123 retiredguy123 is online now
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Originally Posted by cswett5234 View Post
Wow, you guys brush with such broad strokes! A trust can be used to responsibly transfer estate funds to someone who is disabled and receiving disability funds from the state, if you do not setup a trust the additional funds will disqualify them for receiving their disability benefits....so the trust releases a set-amount each month.

So, it's not a waste of time or money searching for a trust attorney....you're welcome!
I said for "most" people. Obviously, some people need a trust to accomplish a specific objective. But, I know a lot of people who assume that they need to spend thousands of dollars preparing a trust when their entire estate consists of stock and bond funds and a house in The Villages. If that describes your estate, then you probably do not need a trust.