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Formation of trusts

At AR.M INC, we understand the importance of safeguarding your assets and securing the financial future of your loved ones. Trusts serve as powerful tools that enable you to manage and distribute your wealth according to your wishes, providing both flexibility and protection. Our experienced team of attorneys specializes in the formation of trusts, offering comprehensive guidance and personalized solutions tailored to your unique circumstances.

What is a Trust?

A trust is a legal arrangement that allows you (the grantor or settlor) to transfer your assets to a trustee who will manage and administer them on behalf of your chosen beneficiaries. By establishing a trust, you create a separate legal entity to hold and protect your assets, providing a range of benefits such as:

  1. Asset Protection: Trusts offer a robust layer of asset protection by separating your personal assets from potential creditors or legal claims. This ensures that your hard-earned wealth is shielded and preserved for the intended beneficiaries.
  2. Estate Planning: Trusts are an essential component of effective estate planning. They allow for the smooth transfer of assets upon your passing, minimizing probate costs, reducing tax implications, and ensuring your beneficiaries are taken care of according to your wishes.
  3. Control and Flexibility: By establishing a trust, you retain control over how your assets are managed and distributed. You can establish specific conditions, such as age restrictions or educational milestones, ensuring that your assets are used wisely and in alignment with your values.
  4. Privacy: Unlike wills, trusts provide a higher level of privacy as they are not subject to public probate proceedings. This ensures that your financial matters remain confidential and protected from unwanted scrutiny.
Our Trust Formation Services:

At AR.M INC, our experienced attorneys work closely with you to understand your goals, family dynamics, and financial aspirations. We provide comprehensive trust formation services, including:

  1. Trust Planning and Structuring: We assess your individual circumstances and goals to determine the most suitable type of trust for your needs, whether it’s a revocable living trust, irrevocable trust, charitable trust, or special needs trust. We guide you through the complex legal and tax implications, helping you make informed decisions.
  2. Trust Document Drafting: Our skilled attorneys meticulously draft the trust documents, tailoring them to your specific requirements and ensuring they comply with all legal formalities. We include provisions that reflect your intentions and protect your assets while maximizing the benefits for your beneficiaries.
  3. Trust Administration and Management: We provide ongoing support in the administration and management of your trust. Our team offers guidance on trustee responsibilities, asset management, and distribution strategies, ensuring that your trust operates smoothly and in accordance with your wishes.
  4. Trust Modification and Termination: Life circumstances and financial goals may change over time. If you need to modify or terminate an existing trust, we assist you in navigating the legal process, making necessary amendments, or guiding you through the proper steps to dissolve the trust.