Skip to Content
Trusts Superior Client Service

Fort Myers Trusts Attorney

Helping Clients With Trusts in Florida

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. A trust is basically an entity, like an LLC or Corporation, which holds assets that are managed by a trustee. 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 trust 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

A living trust can be most helpful in certain situations including holding real estate assets prior to death. For example, if you have real property such as real estate and investment properties, you do not want these assets to go through probate as their value would decrease substantially. A living trust could be the answer by providing avoiding probate and providing continuity for these assets into the future.

The work that you have accomplished during your entire life comprises your estate upon death. A professionally drafted trust can accomplish your estate planning goals, allow for a greater level of control of your assets, and save the time and expense associated with the probate process.

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.

Contact Our Fort Myers Trusts Lawyer Today

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 our team!

Hear From Our Happy Clients

Reviews & Testimonials

At Your Advocates, your satisfaction is our priority! See for yourself what our clients have to say about working with us.

    "Ms. Jackman just wanted to say what a GREAT JOB you did."

    Ms. Jackman just wanted to say what a GREAT JOB you did. Thanks for making a nervous process easier to handle!! Take care!

    - Mark Z.
    "They were very efficient, pleasant, and professional."

    They were very efficient, pleasant, and professional. Based on this very positive experience, we would recommend this company, and would not hesitate to use them again in the future.

    - Former Client
    "The firm surely does stand by its name as Your Advocates!"

    He was extremely professional throughout the journey and very experienced in this matter. I would recommend this firm to anybody in an uncontested eviction, contested eviction or any legal needs. The professionalism and value I received was a pleasant surp

    - Terry A.
    "Highly Recommended!"

    I worked with Rita Jackman, she is very much respectful, she breaks down all the details, and cares about her clients‼️ ...

    - Rittney O.
    "I’ll definitely be sending family and friends your way."

    Rita Jackman is my attorney and I can’t recommend her enough! She’s been truly amazing through a difficult time. She always ...

    - Jordan H.
    "There was never a day that one of them didn't respond by phone or email to our questions or concerns."

    Rita Jackman was incredible working with us on my daughter's injury case and negotiating on her behalf. Thank you Noelle for ...

    - Brad M.
    "I will not hesitate to recommend them and I will be calling them the next time I need any help."

    Noel took great care of us! She was very helpful, professional, on point and an absolute pleasure to have on our side ...

    - Joseph B.
    "Diana's experience, professionalism, and dedication resulted in a most favorable outcome of my case and her negotiation skills proved it."

    I had the pleasure of working with Diana Castrillon on my workers' compensation case and the least I can say is that she is ...

    - Alberto S.