Protecting your assets and ensuring they are managed and distributed according to your wishes is a vital part of estate planning. At LMB Partners, we specialize in creating and managing trusts tailored to meet your unique needs and goals. Our experienced attorneys are dedicated to providing comprehensive trust services, helping you secure your legacy and provide for your loved ones.

Our Services

Trust Formation

Establishing a trust can provide significant benefits in terms of asset protection, tax planning, and estate management. Our services include:

• Revocable Trusts: Creating flexible trusts that can be altered or revoked during your lifetime, allowing you to maintain control over your assets.

• Irrevocable Trusts: Setting up trusts that cannot be modified or revoked, providing benefits such as asset protection and tax advantages.

• Special Needs Trusts: Designing trusts that ensure the financial well-being of a loved one with special needs without affecting their eligibility for government benefits.

• Charitable Trusts: Establishing trusts that allow you to support charitable causes while enjoying tax benefits.

Trust Administration

Proper administration is crucial for the effective management of a trust. We provide:

• Trustee Services: Serving as a trustee or advising trustees on their legal and fiduciary responsibilities.

• Asset Management: Assisting in the management and investment of trust assets to ensure they are preserved and grown according to the trust’s terms.

• Distribution of Assets: Overseeing the distribution of assets to beneficiaries in accordance with the trust’s instructions.

Estate Planning Integration

Integrating trusts into your overall estate plan can provide comprehensive protection and management of your assets. Our services include:

• Comprehensive Estate Planning: Developing a holistic estate plan that includes wills, trusts, and other legal instruments to meet your long-term goals.

• Tax Planning: Advising on strategies to minimize estate and gift taxes through the use of trusts and other planning techniques.

• Succession Planning: Ensuring a smooth transition of business interests and other assets to the next generation.

Trust Litigation

Disputes involving trusts can arise and require skilled legal representation. We handle:

• Trust Disputes: Representing beneficiaries, trustees, and other interested parties in disputes over the interpretation or administration of trusts.

• Breach of Fiduciary Duty: Addressing claims against trustees for alleged breaches of their fiduciary duties.

• Modification and Termination: Assisting with the legal processes involved in modifying or terminating trusts when circumstances change.

Why Choose Us?

• Expertise and Experience: Our attorneys have extensive experience in trust law, providing insightful and effective legal solutions.

• Personalized Service: We take the time to understand your individual needs and craft customized trust arrangements that reflect your specific circumstances and goals.

• Proactive Approach: We offer proactive advice and planning to help you make informed decisions and avoid potential issues.

• Client-Centered Service: Your success and satisfaction are our top priorities. We provide clear communication, responsive support, and dedicated representation throughout the trust process.

Contact Us

For expert assistance in creating, managing, or litigating trusts, LMB Partners is here to help. Contact us today to schedule a consultation and learn how we can support your goals and protect your legacy.