Fort Meyers Irrevocable Trusts Lawyer
Irrevocable trusts are an excellent tool for estate planning. They are used to protect assets from creditors, avoid probate, and reduce estate taxes. At Dorcey Law Firm, we offer comprehensive trust services to our clients in Fort Myers, FL, and the surrounding areas.
Our experienced estate and probate attorneys are committed to helping you protect your assets and provide for your loved ones. We understand that every client's needs are unique, and we work closely with each client to create a customized plan that meets their specific requirements.
Our irrevocable trusts services include:
1. Asset Protection Trusts
Asset protection trusts can be used to protect your assets from creditors and lawsuits. By placing your assets in a trust, you can shield them from potential litigation and ensure that they are protected for your heirs.
2. Special Needs Trusts
Special needs trusts are designed to provide financial support for disabled individuals without jeopardizing their eligibility for government benefits. These trusts can be used to pay for medical expenses, education, and other essential needs.
3. Charitable Trusts
Charitable trusts allow you to donate assets to a charitable organization while still maintaining control over the assets during your lifetime. This type of trust offers significant tax benefits and can be an excellent way to leave a charitable legacy.
4. Life Insurance Trusts
Life insurance trusts can be used to remove the proceeds of a life insurance policy from your estate, reducing estate taxes and ensuring that the funds are distributed according to your wishes.
Experiences From Our Happy Clients
-
“Dorcey Law was so incredibly helpful and patient during a difficult time.”- Former Client
-
“Josh clearly cares about his clients--not only their current situations but also their future. The full office team effort was greatly appreciated.”- Gloria T.
-
“I've had the pleasure of knowing Josh for 9 years and he and his staff are wonderful. I would highly recommend this firm.”- Kathie M.
-
Estate planning and asset protection tailored to meet your needs. Auto-Pilot Planning Program is an additional annual cost but provides seminars, annual updates, and other benefits for the trustees and family.- Lisa T.