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Trust Planning

When engaging in trust planning, you may be faced with several different options, and these options may be very overwhelming. It is essential that you gather the assistance of a South Jersey trusts attorney who will help minimize your anxiety and get you through the process successfully.

If mistakes are made in this process, many times they do not manifest until it is too late to fix them. At Donnelly LLC , our Moorestown trust planning attorneys work diligently so that your assets are protected and your costs are minimized.

A trust can be used to minimize federal and/or state taxes. It can also be used to avoid probate, create privacy, distribute insurance and create a tax shelter for state and inheritance taxes.

We deal with many types of trusts, the most common of which fall under the following categories:

  • Revocable life insurance
  • Irrevocable life insurance
  • Special needs trust
  • Charitable retain annuity trust
  • Qualified personal residency trust
  • Family limited partnerships
  • Disclaimer and credit shelter trust

Reduce your anxiety and let our New Jersey estate lawyers explain these complex matters to you with a free consultation.

Contact Us For More Information Regarding Your Trust

In situations like these, it is best to act quickly. Donnelly LLC offers free consultations, is open 8 a.m. to 6 p.m., offers flexible payment arrangements and has multiple locations in South Jersey and Washington, D.C. Call 866-907-6368 today or fill out our contact form.