Personalized Attention For Your Family’s Probate & Estate Needs

Protect And Pass On Assets On Your Own Terms By Creating Trusts

A trust can be a very useful mechanism to protect money from estate taxes and to preserve assets for the future. At The Law Office of Mary C. LaGrone in Nashville, we are knowledgeable and skilled in assisting clients with the creation of trusts that meet their specific needs.

We offer more than 20 years of experience in probate and estate planning experience and understand the new trust laws in Tennessee. Contact our Tennessee special needs trust lawyer to discuss your needs.

Need For A Trust

A trust holds assets in the control of a trustee but for the benefit of a named beneficiary. There are different reasons to create a trust, and our firm listens intently to our clients to learn their specific goals and advise them regarding the trust document or legal instrument that will achieve their goals most effectively. Trusts can be used for many purposes, including:

  • To protect assets from creditors
  • To preserve assets for children until they are older
  • To protect the assets of a special needs individual and facilitate qualifying for government programs
  • To designate how assets are spent, such as for medical or educational needs
  • To pass on to survivors without probate or estate taxes

Types Of Trusts

There are a variety of trust options from which to choose. Our Tennessee trust lawyer works with clients to determine which trust option best suits their needs and explains their options fully. Some of the documents we are experienced with drafting include:

  • Living trust
  • Irrevocable trust
  • Revocable trust
  • Semi-annual distribution trust
  • Minor trust
  • Grandchild trust
  • Special needs trust
  • Marital trust
  • Educational trust
  • Life insurance trust

Contact Us For Trust Assistance

Once a client has determined to create a specific trust, we assist with the drafting the trust. We educate and assist the clients with how to ensure trust funding, as well as other aspects of estate planning. Additionally, our firm provides trustee representation and trustee services. We have acted as trustee for many trusts and also advise trustees. We advise them on their fiduciary duties as well as assist them with annual reports and claims.

If you need quality legal assistance with a trust or as a trustee, contact our Nashville trust attorney today by calling (615) 988-4106.

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Evening Appointments by Request