Trust planning

Trust Design

A trust is a crucial part of estate planning, built to protect and manage your assets for the people you love. At the Law Offices of Adele Schneidereit, we help you get through the process with confidence.

What is a trust?

A trust is a legal arrangement in which a trustee holds and manages your assets for the benefit of the people you name, your beneficiaries. A trust can hold real estate, investments, business interests, and more. Trust planning is the process of designing that arrangement so your assets are protected and passed on the way you want.

Why do I need a trust if I already have a will?

A trust gives you more control than a will alone. With a trust, you decide exactly how, when, and to whom your assets are distributed. A trust can also provide for beneficiaries with special circumstances, such as a minor child or a family member with a disability. And unlike a will, a trust doesn’t become a public court record, so your family’s affairs stay private.

Will a trust help my family avoid probate?

Yes. Assets held in a properly funded trust pass to your beneficiaries without going through probate court. That saves your family the time, cost, and stress of probate. A trust can also be designed to reduce tax liabilities.

How do I start working with a trust attorney?

It begins with a conversation. Adele takes the time to listen to what you want for your estate. She then reviews your assets, financial situation, and family dynamics, and guides you through every step so your trust is complete, legally sound, and aligned with your goals.

What happens after my trust is signed?

A trust only works if your assets are in it. We help you transfer (“fund”) your assets into the trust. After that, we’re here for ongoing support with trust administration, tax-efficient strategies, and asset protection, so your loved ones stay out of probate.

Have more questions?

Visit our Frequently Asked Questions page for answers about trusts, updating your trust, costs, and more. Or contact us to schedule a consultation.