Attorney for forming trusts
 

Has anyone had experience with an attorney with whom you formed a trust and you would recommend. Thanks

Check out this thread.


https://www.talkofthevillages.com/fo...torney-343275/

2nd that. Amy is top shelf.

Jennifer Henson with Millhorn Elder Law 352-330-3369
Her office is on Wedgewood Lane

Why do you need a trust? Unless you have in excess of 10 or 11 million dollars, it's a waste of money. If you are not that super rich just make sure that your beneficiaries are up to date.

You may want to get in touch with Jean Dorrell at Senior Financial. She or someone on her staff could provide good info. She also conducts seminars on the topic. (352) 307-8652

I agree. For most people, a trust is a waste of money. Put all of your assets into TOD (transfer on death) accounts and name a beneficiary. If you have real estate in Florida, change your deed to a ladybird deed. Then, everything gets transferred on death with no probate required. But, lawyers love to sell you a trust.

The clerk of the court can't give legal advice but they can print out public records. I used tax records for my street to see which homes are owned by trusts, then I asked for the homes trust.

I knew I wanted one written by a certain law firm and I told her so. Rather than printing trusts until I had the correct one, she just printed one out for me. I copied this with my pertinent info and filed that. I already had the instructions for the trust from an online company.

Result: A legal binding trust written by a local attorney for nothing.

Having worked contracts and settlements my entire life I fully realize trusts are cookie cutter arrangements for all but a few percent. I expect most will disagree but the truth is your financial matters/wishes are not that unique, only the percentages of distribution and names change.

Great. I am listing you as a nominee for this year's cheapskate award.

I am honored Sir! From you this means quite a bit.

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.

Second that

The OP is seeking referrals to a qualified trust attorney, not advice on DIY techniques or whether or not a trust is warranted from laymen, even if they be very intelligent well-meaning people. One cannot return from the grave and argue "Oh, I did not mean for it to come out that way!". Or, "Gee, I did not think of that!" or "I didn't know that!". "It is not fair!"


I have had a RLT for almost thirty years and have had it amended three times by two different highly qualified wills and trusts attorneys. The law and many other factors and conditions change over time. I will only use an attorney highly regarded by other attorneys.

:BigApplause: