Trusts Attorney
by Pujol Law Group

What Is a Trust, and Why Do You Need One?

A trust is a legal tool that lets you transfer assets to a trustee, who manages and distributes them according to your wishes for the benefit of your chosen beneficiaries. Unlike a will, a trust can be effective during your lifetime or after your death, offering flexibility in how your assets are managed and shared.

At Pujol Law Group, we will help you explore the different types of trusts and assist you in choosing the one that aligns with your needs.

The Benefits of Partnering with an Experienced Trust Attorney 

Creating a trust involves navigating complex legal and financial details that benefit from the guidance of an experienced estate planning attorney. At Pujol Law Group, we offer personalized advice and tailored solutions backed by years of experience in trust law. Our team focuses on maximizing tax efficiency and protecting your beneficiaries, making the entire process straightforward, smooth, and effective. Partnering with Pujol Law Group gives you confidence that your assets are secure in a well-organized, legally solid trust.

Our Trust Creation Process

We follow a detailed, step-by-step process to establish your trust, making certain that each aspect aligns with your goals.

• Initial Consultation  

Our process begins with a comprehensive consultation to discuss your financial goals, family dynamics, and specific needs. During this session, we’ll explain the basics of trust creation, answer your questions, and explore options that may be beneficial to your estate plan.

• Selecting the Right Type of Trust 

There are many types of trusts, each serving a distinct purpose. We’ll help you determine the most suitable trust for your goals, whether it’s a revocable trust for flexible asset management, an irrevocable trust for tax and creditor protection, or a special needs trust for a loved one with unique care requirements.

• Drafting Your Trust Document 

Our team creates a comprehensive trust document that follows your instructions, detailing asset distribution, terms, and conditions for beneficiaries. We focus on every detail to prevent legal issues and honor your wishes.

• Funding the Trust 

To make a trust effective, you must properly fund it by transferring assets such as property, investments, and financial accounts into the trust. We offer support and guidance throughout this process to help make your trust fully operational and legally sound.

• Ongoing Trust Management 

At Pujol Law, we’re here for the long term. If your trust requires adjustments due to life changes or if you need advice on trust management, our team is available to help keep your plan relevant and effective.