Put it in writing, and fund it.
Documents, and the transfers that make them real.
Revocable trusts
Irrevocable trusts
Last Will & Testament
Special needs trusts
Funding and retitling
Amendments
From draft to funded.
Inventory
Structure
Drafting
Funding
Questions we hear first.
If yours is not here, call the office. Someone who works on these matters will answer.
Do I need a trust if I already have a will?
Not always. A trust helps when there is real property, a business, or a beneficiary who needs structure. Many families are fine with a will and correct beneficiary designations.
What does funding actually involve?
Recording a new deed, changing account titles, and updating beneficiary forms. We prepare the paperwork and confirm each institution processed it.
Can I change a trust later?
A revocable trust can be amended or revoked while you are alive and competent. An irrevocable trust is harder to change, which is the point of using one.
Does a trust avoid probate entirely?
For assets inside it, yes. Anything left in your own name still goes through probate, which is why funding matters.
What about my out-of-state property?
It can usually be transferred into a Florida trust. We coordinate with counsel in the other state when recording requires it.
The trust group.
Jason Risberg, Esq.
Aaron W. Saoud, Esq.
Leah Emerson
