Holland Family Trust Lawyers

While making plans for the future may involve dealing with possibilities many of us would rather not contemplate, it is a necessary part of making sure your interests and assets are protected. At the Law Offices of David L. Carrier, P.C., we have been assisting clients for over 34 years by developing sound financial strategies, providing options that allow you to preserve what you owe, while helping your loved ones avoid costly and time consuming probate proceedings. Our Holland family trust lawyer provides comprehensive, caring legal service to protect your rights, while ensuring your intentions are honored.

Family Trust Services Offered

In the event you become incapacitated, it is important to make sure your assets are protected, and a trust can help you to accomplish this goal. Our firm can assist you in establishing a trust that conforms to the Michigan Trust Code, allowing you to shelter your assets from taxes and against creditors and lawsuits, while laying out specific terms for how the proceeds are to be distributed in the event of your passing. There are a variety of types of trusts to consider, and our Holland family trust lawyer can help you determine which ones fit the needs of you and your intended beneficiaries.

Which Type of Trust is Best for You?

Revocable Living Trust

A basic trust that allows you to remain in control of your assets, while protecting your loved ones in the event of your death or disability.

Irrevocable Asset Protection Trust

A trust which offers some protection from creditors, while allowing you to shield assets for the purpose of collecting Medicare.

Testamentary Trust

Often referred to as inter-vivos, this type of trust is created through a will and goes into effect after your death.

Special Needs Trust

This can be used to shelter assets to ensure Medicaid eligibility in the event you or one of your children is disabled.

Benefits of Establishing A Trust

Trusts have become increasingly popular as a way to protect and preserve the assets you have spent a lifetime building. A recent CNN Money report reflects how trusts have become a staple in estate planning, listing some of the many advantages these legal documents offer:

Flexibility: A trust allows you to put conditions on how and when money is distributed in the event of your passing.

Value: A trust can help your loved ones avoid costly probate proceedings, while reducing the amount of taxes owed.

Protection: A trust can protect your assets from creditors, as well as from being depleted by nursing home and home health care costs.

In addition to the above, a trust can act as a shelter, shielding your assets and offsetting costs in the event you require long term nursing home care.

Contact Us Today for Help

A trust is an important part of proper estate planning, and can be an invaluable tool in protecting what you value and preserving what you own. Contact us today to discuss whether establishing a trust might be a smart move for you.

616-536-8077

Client Success Stories...

We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.
Sue Van Sluyters
All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.
Sally Brown
The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.
Mike Visser
I was totally lost when my husband's dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.
Dorothy Kelley
Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) - great experience. Thank you!
Linda & Gary Yakubowski
My husband and I just returned from your workshop in Portage...We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.
Robyn Bolle
Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!
Patti Smith
We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.
Delores