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Drafting a Trust in
Fort Myers

Trusts Explained by Our Fort Myers Estate Planning Lawyer

A trust is a legal entity which is created by a donor, settlor, or grantor and which holds property for the benefit of designated beneficiaries. The beneficiaries of the trust are entitled to enjoyment of the trust assets and income in accordance with the terms set forth by the creator of the trust. The creator or grantor also appoints a representative or "trustee" to administer or manage the trust assets.

This individual can be the creator of the trust, family member, professional trustee, or other trusted individual. Although this might sound complex, trusts are relatively easy entities to create and manage. Speak with our Fort Myers estate planning attorney for help setting up a trust and providing the answers you need.

How can I benefit from setting up a trust?

It is a common misconception that trusts are only for the wealthy. The fact is that trusts are designed and useful for a wide range of individuals. It is rapidly becoming the preferred estate planning tool utilized by all classes of individuals. No matter what the goals of your estate plan, a trust can help you achieve a level of control unmatched by older planning techniques such as the will.

Some of the benefits of a trust include:

  • Reduced estate and gift taxes
  • Avoid the lengthy and expensive process of probate
  • Provide for dependent family members or minor children
  • Immediately transfer assets to beneficiaries upon death
  • Controlled distribution of assets after death
  • Added benefits for real estate investors
  • Greater protection from creditors

While the trust might be considered the "new kid on the block" at the moment, the momentum of its influence in estate planning, fueled by individual education, is rapidly making the trust the preferred estate planning tool for the majority of individuals. Their benefits are undeniable and their influence is exponentially climbing.

Our trust professionals can keep you on the cutting edge.

There are many different types of trusts aimed at fulfilling different planning needs. Whether your needs call for a simple revocable living trust or a more complex trust aimed at minimizing taxes, the attorneys at Powell, Jackman, Stevens & Ricciardi, P.A. can help you build a trust to accomplish your goals.

Contact our office today for more information or to set up a free consultation with someone from our firm. We even offer discounts to AARP members!​

Meet Our Attorneys

  • William M. Powell, Esq.
    William M. Powell, Esq. Partner
  • Rita M. Jackman
    Rita M. Jackman Partner
  • Adam J. Stevens
    Adam J. Stevens Partner
  • Richard M. Ricciardi, Jr.
    Richard M. Ricciardi, Jr. Partner
  • Jorge Santana
    Jorge Santana Partner
  • William M. Powell, Esq. Partner
    William M. Powell, Esq.

    Although William M. Powell, Esq. is well-versed in a variety of legal matters and case types, he has built a strong reputation through his focus on personal injury and medical malpractice cases. Your Advocates are proud to have him as a member of our law firm. He shares our passion for helping people in need and prioritizes our clients’ needs. Read More

  • Rita M. Jackman Partner
    Rita M. Jackman

    Ms. Jackman’s unwavering ambition and leadership has provided clients and will provide her future clients a star in this profession. Ms. Jackman is a relentless researcher and preparer who handles her client tasks with a tremendous amount of preparation and thought. Ms. Jackman was born and raised in Cape Coral, Florida which has worked to benefits her practice and the clients that she serves. Read More

  • Adam J. Stevens Partner
    Adam J. Stevens

    Mr. Stevens has found his niche by becoming a litigation attorney and understands that communication between an attorney and client are paramount to obtaining favorable results. Mr. Stevens is known for taking on any and all types of cases no matter how difficult or routine they may be. Mr. Stevens is known as an aggressive attorney, though at the same time understands that some cases require a more patience to ensure a favorable result. Mr. Stevens does not shy away from challenging legal issues and has litigated complex matters against municipalities, international unions, large banking institutions, and several insurance companies. Read More

  • Richard M. Ricciardi, Jr. Partner
    Richard M. Ricciardi, Jr.

    His experience in litigation provides him the ability to identify and isolate potential areas of conflict and effectively counsel clients around potential pitfalls. Mr. Ricciardi believes that proper estate planning, real estate counsel, and business planning are areas of importance to everyone. Protecting and dispensing clients' various interests, assets, and lifetime earnings can make the difference between a comfortable retirement and wasting thousands of dollars in assets and earnings. Specialized knowledge, experience and attention to detail in these areas is therefore critically important. Read More

  • Jorge Santana Partner
    Jorge Santana

    Attorney Jorge J. Santana, Jr. is an American born Cuban-American, fluent in both English and Spanish. Jorge left Miami to join us here in beautiful and peaceful Fort Myers, Florida in March 2015. He has an extreme love for the law, which is only overshadowed by his desire to help all those in need. His reputation for fairness, hard work and honesty is respected by all his clients and attorneys. Read More

How We're Different:

  • Dedicated & caring service
  • 65 years' combined experience
  • One-on-one attention
  • Customized strategies
  • Accessible - 24 hour response time
  • El abogado habla español