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Trust Planning

When engaging in trust planning, you may be faced with several options, and these options may be 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 attorney works 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 trusts
  • Charitable retain annuity trusts
  • Qualified personal residency trusts
  • Family limited partnerships
  • Disclaimer and credit shelter trusts

Reduce your anxiety and let our New Jersey estate lawyer explain these complex matters to you in 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.