A trust is a legal instrument that creates a fiduciary relationship between
a trustee and a beneficiary. You may have heard that you need a specific
type of trust that “does X,” but the simple truth is that
with few limitations, a trust can be written to fit nearly any situation
Trusts are used every day to avoid probate, plan for the possibility of
needing Medicaid in the future, protect family assets from potential future
threats like divorce, creditors, or irresponsible beneficiaries, provide
for disabled and special needs family members, pay for a grandchild’s
college tuition, and even to manage businesses.
A trust is a box that you, as the Grantor of the trust, get to build to
your specifications. Just as there is a difference between building an
open-concept beach house and a concrete apocalypse bunker, so too are
there differences between what provisions to put in or leave out of a
trust. One size does not fit all.
If you are interested in the ways that a trust can assist in your life,
business, or estate plans, call us for a free consultation.
Small Business Estate Planning
In many ways, the only difference between a small business and a big business
is the size. Both types of businesses can and often do utilize the same
legal entities and strategies. So what makes small business law distinct?
Most small businesses are close, often family, run operations, and many
are just in the early startup phase.
This usually means tighter budgets for legal fees, no time during the day
for long meetings with lawyers, and a strong desire to make things as
simple as possible. You’re not just the owner, you’re also
the janitor, the accountant, the receptionist, the midnight plumber, the
stockroom clerk, and the head of HR.
We get that. All of our attorneys run small businesses and come from small
business families. And because we understand how hectic life as a small
business owner can be, we do everything we can to work around your schedule
instead of making you work around ours.
We offer a variety of competitive fee structures to give you maximum flexibility
and control to ensure that you are not shocked by an unexpected invoice.
From real estate leases to drafting documents specific to your business
needs to amending operating agreements to allow in a new business partner,
we’ve got your small business covered.