Intervivos/Living Trusts

Using Estate Planning Tools to Your Advantage

A trust is one of the most common and versatile estate planning tools. Each type of trust has its own distinct features, and with our extensive knowledge of estate planning law, we can use those features to your benefit. At the Law Offices of Charles L. Kurmay, we can explain the ins and outs of each type of trust and which can be used to meet your needs. If you have concerns about saving money on taxes, putting assets in a trust that cannot be accessed until a certain time, or anything else, we can help. Our Fairfield and New Haven County trusts attorneys have over 100 years of combined experience and the ability to help you plan for the future.

Advantages of Establishing a Trust

There are many different types of trusts to choose from and, in order to meet your needs, you must be careful in your selection. An irrevocable trust can’t be changed without the permission of the beneficiary. A revocable living trust can be created while you are alive and changed as you wish. Other trusts available to you include generation-skipping trusts to designate assets for tax exemption purposes, a life insurance trust that allows your beneficiaries to receive life insurance benefits, or a charitable trust that allows for major tax breaks.

A few advantages of these trusts and others include:

• Reducing gift and estate taxes
• Establishing conditions on how assets are handled
• Protecting your assets from creditors and lawsuits
• Distributing assets to intended heirs efficiently
• Trusts Can Bring Peace of Mind

As you can see, establishing a trust is one effective way to achieve the peace of mind that your loved ones will be provided for. With so many different trusts to choose from, working with a trust lawyer is in your best interest. When it comes to creating a trust, we can guide you through the many complicated factors and decisions to reach a beneficial solution. Let the Law Offices of Charles L. Kurmay help you create a detailed trust personalized to your situation and needs.

What Are Our Case Outcomes?

At the Law Offices of Charles L. Kurmay, we always strive for the best verdicts, judgments, settlements, and outcomes for our clients, and we’ve succeeded in thousands of cases. Here are
some we’re most proud of.

CASE RESULTS