Trusts
Protect your assets. Avoid probate. Provide for loved ones with confidence.
Trusts offer powerful tools for controlling how your assets are managed during your life, and how they are distributed after your death. At Stein Law, we help individuals and families create trusts tailored to their needs, from simple revocable trusts to complex asset-protection strategies.
Call or text to speak with a real person, or send a message anytime.
Why People Choose Trusts
A trust can help you:
Avoid the delays and expense of probate
Maintain privacy regarding your estate
Protect assets from creditors or lawsuits
Provide structured inheritance for children
Plan for long-term care and Medicaid eligibility
Reduce tax exposure
Support a loved one with special needs
Trusts give you far more control than a will alone.
Types of Trusts We Create
We design trusts based on your specific goals, which may include:
Revocable Living Trusts
Flexible and fully amendable during your lifetime; ideal for probate avoidance.
Irrevocable Trusts
Offer stronger asset protection and tax advantages; often used in Medicaid planning or significant wealth preservation.
Special Needs Trusts
Protect benefits while providing supplemental support for a disabled loved one.
Testamentary Trusts
Created through a will; often used for minor children.
How a Trust Works
A trust involves:
A grantor – the person creating the trust
A trustee – the person or institution managing trust assets
Beneficiaries – the individuals or organizations receiving benefits
We help you choose the right structure, prepare all necessary documents, and ensure your trust is properly funded.
Trusts FAQs
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Yes. A “pour-over will” ensures any assets not titled in the trust are still handled according to your wishes.
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Revocable trusts can be changed at any time. Irrevocable trusts generally cannot, which is why they offer stronger protection.
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Yes, assets properly titled in a trust bypass probate entirely, speeding up distribution and preserving privacy.
Talk With Our Estate Planning Team About Trusts
We’ll help you choose the right trust to protect your wealth and your family’s future.
Call or text to speak with a real person, or send a message anytime.