Filter by

Joel Joseph Loquvam, experienced Estate Planning, Probate attorney in Beverly Hills, CA with 3 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
star star star star star
10 Jan, 2019 by Susan
Joel is amazing. I have been working with him since 2005 on my estate planning. He makes decisions clear and easy. He gives me the confidence that things would be handled smoothly if something were to happen to me. As my life has changed over the years and my daughter’s needs have changed, he has guided me through updates and his turn around time is really fast. I highly recommend Joel!
Read more Avvo
star star star star star
19 Aug, 2018 by Jane
When my father died and I was facing a challenge to his trust, I didn't know what I needed to do. Luckily I was referred to Joel by colleagues who trusted and respected his expertise, experience and compassion. They weren't wrong. After three and one-half years of litigation, through Joel's efforts, I prevailed settling on very favorable terms. Additionally, Joel protected me by obtaining a signed letter acknowledging there were no facts or evidence to support any claim which could have negatively affected my ability to work with seniors. I can't thank Joel enough for all of the time, energy and attention he put into representing me through this ordeal.
Read more Avvo
star star star star star
18 Sep, 2013 by Luke a.
Joel constructed my entire estate plan; trust, living will, advanced directive and such. He guided me through the myriad decisions necessary to take care of my estate as well as my surviving family with grace and a very clear grasp of all the legal considerations. I feel secure that my entire estate is correctly planned for AND that it will make the execution of it as painless as possible once the unavoidable happens. I would recommend Joel without reservation to anyone seeking a thorough and comprehensive estate plan.
Read more Avvo
See more
Scott Drew Fisher, experienced Estate Planning, Probate attorney in Beverly Hills, CA with 2 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,06
star star star star star
5.0/5
Avvo
5.0
2 Reviews
star star star star star
07 Aug, 2017 by Paul
I hired this attorney two months ago and am very pleased with his performance thus far. He is straight forward and direct, and I feel he has my best interest in mind.
Read more Avvo
star star star star star
21 May, 2016 by Mike
Scott Fisher is a very trustworthy and honest professional. My father passed away and he was able to assist in a timely manner and had great communication through the entire process. Very grateful for his professionalism as he assisted me during the loss of a family member and made this difficult situation seem effortless. If you need support with estate planning or probate you can trust that Scott will give you proffessional, honest, and timely results. Thank you again Scott.
Read more Avvo
See more
Jessica Chaye Krouner, experienced Estate Planning, Family Law attorney in Beverly Hills, CA with 2 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,06
star star star star star
5.0/5
Avvo
5.0
2 Reviews
star star star star star
08 Aug, 2018 by Jonathan
I hired Ms. Krouner to help me with my divorce and she did a great job with a difficult case. I was always kept up to date and informed at every turn. Divorce is never easy, but Ms. Krouner helped me every step of the way. She always took the time explain and advise me, in my best interest. I would recommend Ms. Krouner to anyone who is faced with these unfortunate circumstances.
Read more Avvo
star star star star star
21 Jul, 2018 by Jimmy
Jessica talked me through a divorce that was really below her skill level but way above mine. She was both firm and understanding in explaining what my options should and could be. I'm very proud to have been able to work with her.
Read more Avvo
See more
Cynthia Juno, experienced Family Law, Litigation attorney in Beverly Hills, CA with 1 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,03
star star star star star
5.0/5
Avvo
5.0
1 Reviews
star star star star star
18 May, 2015 by Anonymous
I was dealing with a very difficult employment situation. Not only was she able to keep me from making several very detrimental mistakes that would have given the company the upper hand in negotiations, she was tough and ultimately was able to get much better results than if I tried to negotiate on my own. She is tough, yet with me she was compassionate and understood the emotional rollercoaster that I was on. I will have her in my corner again in a heartbeat.
Read more Avvo
See more
Aimee Jill Zeltzer, experienced Litigation, Real Estate attorney in Beverly Hills, CA with 1 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,03
star star star star star
5.0/5
Avvo
5.0
1 Reviews
star star star star star
27 Aug, 2015 by John
I believe the header says it all. Aimee is a brilliant woman and applies that brilliance to her practice of the law. In 2003, not long after she passed both the NY and NJ, i hired Aimee as an associate at my NY law firm. With only minimal direction, Aimee wrote work product that was succinct and thorough. Do only did she identify all of the legal issues, her divergent mind spotted issues missed by far more experienced practicioners. Had family issues not forced her return to California, I have no doubt that she would have evolved into a devastating litigator. Of course, 12 years have passed since her return to California, where she served as an executive in several growing companies. I am glad to hear that Aimee has returned to the law and easily passed the California bar. That her brother is an attorney and her father a judge, strongly suggests that the law is her best career path. John A. Hlavaty, Esq. John A. Hlavaty & Associates PLLC
Read more Avvo
See more
Donald Lloyd Scoggins, experienced Estate Planning, Probate attorney in Beverly Hills, CA with 16 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,02
star star star star star
5.0/5
Google Maps
5.0
16 Reviews
star star star star star
15 Nov, 2024 by Cheryl lashley
thank u Rexford Law. Iman who works in the firm has helped me tremendously with my case. And he won my case. He was kind and helpful with this case. What I liked most about it was the support he gave me. He walked me through step by step of the way. Thank u again.
Read more Google Maps
star star star star star
14 Nov, 2024 by Max villatoro
Un excelente servicio y mucho profesionalismo
Read more Google Maps
star star star star star
20 Sep, 2024 by Noe dieguez
Very good law firm. Very happy with my result!!
Read more Google Maps
See more
Scott Marshall Tansey, experienced Estate Planning, Probate attorney in Beverly Hills, CA with 339 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
38,65
star star star star star
4.9/5
Google Maps
4.9
339 Reviews
star star star star star
23 Jan, 2025 by Kara eilander
I highly recommend Titan law firm! Justin Bina was so helpful and reassuring throughout the whole process. Nothing but positive things to say.
Read more Google Maps
star star star star star
16 Jan, 2025 by Charles moore
Justin is compassionet And effective, attorney. good man, Ms. Darling is my favorite person at Titan she gets things done..
Read more Google Maps
star star star star star
15 Jan, 2025 by Dexter alcordo
I want to personally thank Attorney Justin Bina, Case Managers Darling and Ashley, and all the staff at Titan Law. Thank you for being with me every step of this case. Especially when this was the first time I reached out to a law firm for help. Everyone on this team was respectful, kind, and took the time to explain the situation and what the next steps would be. It took a year but we came out on top. If you’re ever in need of a personal injury lawyer, I highly recommend Attorney Justin Bina and his team at Titan Law.
Read more Google Maps
See more
Anat Dardashti Simantob, experienced Estate Planning, Litigation attorney in Beverly Hills, CA with 104 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
37,71
star star star star star
4.8/5
Google Maps
4.8
104 Reviews
star star star star star
24 Oct, 2024 by Len brothers photography
Mr. Jim Bulger was excellent. He was always very professional, helpful and knowledgeable. He kept his word on EVERYTHING. He also helped us reach a settlement. Not only did he help us reach settlement, but he made sure we got the maximum settlement possible. I have great confidence and trust in him and this law firm as a whole, as they diligently fought for me. There is no way I can possibly show all my gratitude to This firm for all they’ve done to for my mother and I. If you want people who are fair, knowledgeable, honest and professional, This firm is the right one for you!
Read more Google Maps
star star star star star
22 Oct, 2024 by Jen
I had a case that no one was willing to take. My own insurance company refused and failed to back me. It was a hot mess. I had extensive injuries along with a totaled car. It was a fairly desperate situation. Serber Law took on the difficult task of repping my case. When you need someone to go to bat for you and win Jonathan is your man. He worked on this case and settled it when there were no good outcomes on my end. He is extremely invested in helping his clients. In the rarity of the times, I truly felt supported, seen, and taken care of throughout the entire time we worked on this case together. Words of gratitude are but a small token of appreciation. I am so thankful to Jonathan. Serber Law is where I intend to refer friends, colleagues, and family along with any personal needs that may arise.
Read more Google Maps
star star star star star
18 Oct, 2024 by Christian fetterlein
Jim and the rest of this amazing staff is welcoming, supportive and efficient. They truly care about their clients needs. I highly recommend this firm.
Read more Google Maps
See more
Liran R. Aliav, experienced Estate Planning, Probate attorney in Beverly Hills, CA with 313 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
34,21
star star star star star
4.4/5
Avvo
5.0
4 Reviews
Google Maps
4.4
309 Reviews
star star star star star
11 Feb, 2025 by Thomas biebers
Let me start by thanking Letty Camarillo, and her fantastic representation of my case. My employer was appealing EDD’s original ruling in my favor for benefits. Attorney Camarillo did such an amazing job, that there was no doubt how the outcome would be. The entire team at Pershing Square Law Firm did a fantastic job from start to finish. Worth every penny I paid.
Read more Google Maps
star star star star star
21 Dec, 2024 by Doniesha “monique” hunter
Please read all reviews before considering this place ! I’m going to be extremely honest if you want your credit messed up due to a collection then this place is for you ….. luckily I know how to remove things off my credit , ALSO IF You’re looking to do ALL THE TALKING on your hearing date then this is for you …I didn’t like how I wasn’t really represented until the end , I thought the point of having a lawyer is for them to talk for you and then you back yourself up but no you LITERALLY DO ALLLLL THE TALKING until the very very end . But I must say Letty my attorney was GREAT! Absolutely great I give allllllllllllll the credit to her …. If I can give one person 5 stars I would but because I am not happy 1 star this company is getting from me …. I won my case $1,200 was the fee … I had a balance of $6,240 on my Edd account & when they took their fees out which is $1,200 my balance was $5,040 do the math what’s 6,240 minus 1,200 ? 5,040 ! Now they’re telling me they never received payment which is wild to me because where did the $1,200 go ? I certified after I seen the $1,200 out so I wouldn’t touch it til after now I’m owing …. I would not advise anyone to go to this company . RUN NOT WALK RUN…………. And perishing law firm I do not need you responding to my review I don’t care what you have to say I do not believe any of it you guys are trying to charge me twice and I don’t like that……
Read more Google Maps
star star star star star
08 Dec, 2024 by Bryan sylvester
Well, let me be honest and tell you my experience with Persian Square law firm I contacted them this year. They charge me a certain amount to represent me. They said I wouldn’t have to pay if I lost my case apparently the judge sent the case back because they did not find me guilty so they sent it back to the EDD to have them look into a fraud And did he still charge my account $8500 Persian square has not returned my phone calls. I called them multiple times and their message says that due to the Covid pandemic they can’t return the phone calls on time Covid pandemic was 2020 and it’s 2025 already I am not seeing what everybody else is seeing when it comes down to these attorneys they definitely do not return the calls when they should two weeks. I haven’t had a return call and I left 16 messages.
Read more Google Maps
See more
Joyce Louann Feuille, experienced Trusts attorney in Beverly Hills, CA with 3 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
30,10
star star star star star
4.3/5
Google Maps
4.3
3 Reviews
star star star star star
02 Dec, 2022 by Delvin molden
McDonald's is McDonald's
Read more Google Maps
star star star star star
27 Jan, 2017 by Alan power
Google Maps
star star star star star
30 Oct, 2015 by Patricia whelan
Google Maps
See more
Brandy Estelle, experienced Business, Child Custody attorney in Beverly Hills, CA with 1 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,57
star star star star star
1.0/5
Avvo
1.0
1 Reviews
star star star star star
07 Jun, 2023 by D
The Firm is only looking out for their own best interest $$$$. Complaining of the work they are being paid to do. Unable to meet deadlines, numerous errors, bad discovery, no depositions, late filing, missed deadlines. These failures ultimately were the firms need to withdraw from my case after three years and after receiving over $100,000 of my hard earned money. Their unexplained, inconsistent, excessive and unreasonable billing was the excuse used to abandon my case and place blame on their client for non-payment....yes after they already billed and were paid over $100,000....my money and time wasted. You are only $$ in their eyes. Don't make the same mistake I did....they will only succeed in making your situation worse, leaving you to pick up the pieces with no remorse!!
Read more Avvo
See more
Jane Peebles, experienced Business, Estate Planning attorney in Beverly Hills, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
See more
Jeffrey Allen Merriam-Rehwald, experienced Estate Planning, Probate attorney in Beverly Hills, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
See more
John David Lyon, experienced Business, Estate Planning attorney in Beverly Hills, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
See more
Steven Patrick Beltran, experienced Trusts attorney in Beverly Hills, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
See more
David Ostrove, experienced Business, Litigation attorney in Beverly Hills, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
star star star star star
0.0/5
See more
David Adam Soffer, experienced Estate Planning, Probate attorney in Beverly Hills, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
star star star star star
0.0/5
See more
Kyle Paul Kelley, experienced Business, Estate Planning attorney in Beverly Hills, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
star star star star star
0.0/5
See more
Mahdi David Salehi, experienced Business, Litigation attorney in Beverly Hills, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
star star star star star
0.0/5
See more
Sharareh Kohan Lavian, experienced Trusts attorney in Beverly Hills, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
star star star star star
0.0/5
See more
Jackson Chen, experienced Elder Law, Litigation attorney in Beverly Hills, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
star star star star star
0.0/5
See more
Maurice David Meyers, experienced Trusts attorney in Beverly Hills, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
star star star star star
0.0/5
See more
Payam Nassir, experienced Estate Planning, Trusts attorney in Beverly Hills, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
star star star star star
0.0/5
See more
Discover the ideal lawyer
You can search a lawyer by practice area, lawyer name, city, state, or ZIP code
FAQs
Questions? We have answers

What a Trusts Lawyer Can Do for You

A trusts lawyer specializes in creating and managing trusts, which are legal entities that allow individuals to transfer assets to beneficiaries while maintaining control over how and when those assets are distributed. Trusts are used for estate planning, asset protection, tax planning, and ensuring the financial security of loved ones. Trusts lawyers help clients choose the right type of trust for their needs, draft trust documents, and advise on the administration and management of trusts.

Whether you're planning to pass on your assets to your heirs, protect your wealth from creditors, or provide for a disabled family member, a trusts lawyer can help you establish a trust that meets your financial and personal goals.

When Should I Hire a Trusts Lawyer?

You should consider hiring a trusts lawyer in various situations, particularly when you're planning for the future distribution of your assets or protecting your wealth. Common reasons to hire a trusts lawyer include:

  • Estate planning: If you want to ensure that your assets are distributed according to your wishes, a lawyer can help you create a revocable or irrevocable trust to avoid probate and provide for your heirs.
  • Asset protection: If you want to protect your assets from creditors, lawsuits, or potential future liabilities, a lawyer can help you establish a trust to shield your wealth.
  • Special needs planning: If you have a disabled family member, a lawyer can create a special needs trust to provide for their care without affecting their eligibility for government benefits.
  • Tax planning: If you're looking to minimize estate taxes or manage tax liabilities, a lawyer can help you create tax-advantageous trusts, such as a credit shelter trust or charitable remainder trust.
  • Charitable giving: If you want to leave a legacy through charitable donations, a lawyer can help you set up a charitable trust to ensure your donations are managed according to your wishes.
  • Business succession planning: If you own a business and want to ensure a smooth transition of ownership, a lawyer can help you establish a trust to pass the business on to your heirs or chosen successors.

Hiring a trusts lawyer early in the estate planning process ensures that your assets are protected and your wishes are clearly documented, reducing the chances of disputes after your death.

What Does a Trusts Lawyer Do?

A trusts lawyer provides a variety of legal services to help individuals create, manage, and administer trusts. Their responsibilities often include:

  • Drafting trust documents: Preparing the legal documents needed to create the trust, ensuring it is tailored to your specific goals and complies with state and federal laws.
  • Choosing the right type of trust: Assisting clients in selecting the most appropriate type of trust for their needs, whether it's a revocable trust, irrevocable trust, living trust, or special needs trust.
  • Trust administration: Guiding trustees through their legal responsibilities, including managing assets, making distributions to beneficiaries, and filing tax returns.
  • Modifying or terminating trusts: Helping modify or terminate trusts if circumstances change, such as changes in tax laws, family situations, or personal preferences.
  • Protecting beneficiaries' interests: Structuring trusts to protect the interests of beneficiaries, especially if there are concerns about financial management, disability, or dependency issues.
  • Minimizing estate taxes: Assisting clients in structuring their trusts to minimize or avoid estate taxes, ensuring more of the estate passes to beneficiaries.
  • Handling disputes: Mediating or representing clients in court if disputes arise among beneficiaries or between trustees and beneficiaries.

How Are Trusts Lawyers Paid?

Trusts lawyers typically charge for their services based on the complexity of the trust and the type of legal work involved. Common payment methods include:

  • Flat fee: For drafting basic trusts, such as revocable living trusts or special needs trusts, many lawyers charge a flat fee. This can range from $1,000 to $5,000 or more, depending on the complexity of the trust.
  • Hourly rate: For more complex trust planning, ongoing trust administration, or resolving disputes, some lawyers charge by the hour. Hourly rates typically range from $150 to $500 or more, depending on the lawyer’s experience and location.
  • Retainer: For long-term trust administration or complex estate planning cases, some lawyers may require a retainer, an upfront payment that covers ongoing services.
  • Contingency fee (rare): In rare cases, particularly in disputes involving the administration of a trust, lawyers may work on a contingency fee basis, getting paid only if they successfully recover funds or resolve a legal dispute in your favor.

Always discuss the fee structure with your lawyer during the initial consultation to understand the total cost of services.

How Much Does a Trusts Lawyer Cost?

The cost of hiring a trusts lawyer depends on the complexity of the trust, the lawyer’s experience, and the fee structure. General cost estimates include:

  • Basic trust creation: For simple trusts, such as revocable living trusts, fees may range from $1,000 to $3,000.
  • Complex trust creation: For sophisticated estate plans involving multiple trusts, tax planning strategies, or special needs considerations, legal fees may range from $5,000 to $10,000 or more.
  • Trust administration: If you are serving as a trustee and need ongoing legal advice, hourly rates for trust administration can range from $150 to $500 or more.
  • Dispute resolution: Costs for litigation or mediation in trust disputes may range from $5,000 to $50,000 or more, depending on the complexity of the case.

Be sure to get a detailed cost estimate from your lawyer during the consultation to ensure the services fit within your budget.

Top Questions to Ask a Trusts Lawyer

Before hiring a trusts lawyer, consider asking the following questions:

  1. What experience do you have with creating trusts?
    Ensure the lawyer has experience drafting trusts and managing trust administration for clients with similar goals or asset structures.
  2. What types of trusts do you recommend for my situation?
    Ask the lawyer to explain the different types of trusts available and which ones best suit your needs.
  3. How do you charge for your services?
    Clarify the fee structure and request an estimate of the total cost.
  4. What are the tax implications of the trust?
    Ensure the lawyer can explain how the trust will affect your taxes and strategies to minimize tax liability.
  5. How long will it take to set up the trust?
    Ask for a timeline for creating and finalizing the trust documents.
  6. Will you handle the trust administration?
    If ongoing management is required, inquire whether the lawyer will assist with trust administration or if you'll need a separate trustee.
  7. Can you help resolve disputes if they arise?
    Ask about the lawyer's experience in resolving trust disputes.

How to Check the Credibility of a Trusts Lawyer

To ensure you are hiring a reputable trusts lawyer, take the following steps:

  • Verify their bar status: Check with your state bar association to confirm the lawyer is licensed and has no disciplinary actions.
  • Look for trust law experience: Review their website or professional profile to ensure they specialize in estate planning and trusts.
  • Read client reviews and testimonials: Look for feedback on platforms like Avvo, Martindale-Hubbell, or Google.
  • Ask for references: Request references from past clients who can speak to their experience with the lawyer.
  • Check for certifications: Look for certifications such as Certified Estate Planning Law Specialist (EPLS) or memberships in organizations like the American Academy of Estate Planning Attorneys (AAEPA).

What Should I Prepare for My First Consultation?

To make the most of your first consultation with a trusts lawyer, bring the following:

  • List of assets: Prepare a list of all your assets, including real estate, bank accounts, investments, retirement accounts, and personal property.
  • List of beneficiaries: Provide names and contact information of individuals or organizations you want to name as beneficiaries.
  • Existing estate planning documents: Bring copies of any existing wills, trusts, or other estate planning documents.
  • Financial information: Bring financial statements, tax returns, and other relevant financial documentation.
  • Questions for the lawyer: Prepare a list of questions about the trust creation process, fees, and how the trust will protect your assets and beneficiaries.
  • Goals for the trust: Clearly outline your objectives, such as asset protection, tax minimization, or provisions for beneficiaries, so the lawyer can tailor the trust to your needs.

By preparing thoroughly for your consultation, you can help the lawyer assess your situation effectively and receive the best possible legal advice for creating and managing your trust.

Scroll to top