Trusts and Fiduciary Services

Revocable Trusts - Allow the grantor to retain control over the trust assets and make changes during their lifetime.

Irrevocable Trusts - Transfer ownership of assets to the trust permanently, providing asset protection and potential tax benefits.

Testamentary Trusts - Established through a will and come into effect after the grantor's death.

Charitable Trusts - Designed to benefit a charitable organization or purpose, often providing tax advantages.

Special Needs Trusts - Provide for individuals with disabilities without affecting their eligibility for government benefits.

Fiduciary Services - Professional management of trusts, estates, and other fiduciary relationships, ensuring compliance and proper administration.

Asset Protection - Shielding assets from creditors, lawsuits, or other claims.

Estate Planning - Facilitating the orderly transfer of assets to beneficiaries according to the grantor's wishes.

Tax Efficiency - Potentially reducing estate, gift, or income taxes through strategic trust structures.

Privacy - Trusts can help keep financial affairs confidential, as they are not subject to public probate proceedings.

Professional Management - Fiduciary services provide expertise in managing assets, investments, and legal compliance.

Complex Regulations - Navigating the legal and tax implications of different trust structures requires specialized knowledge.

Fiduciary Duties - Trustees must adhere to strict legal obligations, including duties of loyalty, care, and impartiality.

Family Dynamics - Managing beneficiary relationships and expectations can be sensitive and complex.

Investment Management - Ensuring prudent investment of trust assets to meet the needs of beneficiaries.

Dispute Resolution - Addressing conflicts or claims against the trust or fiduciary requires legal expertise.

At ME Law, we offer comprehensive trusts and fiduciary services to assist clients in planning and managing their assets effectively. Our services include:

Trust Creation and Planning - Advising on the establishment of trusts that meet your specific goals and circumstances.

Fiduciary Administration - Serving as trustee or providing support to trustees to ensure proper management and compliance.

Estate Planning - Integrating trusts into your overall estate plan to provide for loved ones and minimize taxes.

Asset Protection Strategies - Structuring trusts to safeguard assets from potential risks.

Dispute Resolution - Representing clients in trust disputes or litigation to protect their interests.

Secure your legacy and protect your assets with expert trust and fiduciary services from ME Law. Contact us today to discuss your needs and explore how we can assist you in achieving your financial and estate planning goals.