Fort Myers Irrevocable Trusts Lawyer
Irrevocable trusts are an excellent tool for estate planning. They are used to protect assets from creditors, avoid probate, and reduce estate taxes. At Dorcey Law Firm, we offer comprehensive trust services to our clients in Fort Myers, FL, and the surrounding areas.
Our experienced estate and probate attorneys are committed to helping you protect your assets and provide for your loved ones. We understand that every client's needs are unique, and we work closely with each client to create a customized plan that meets their specific requirements.
Our irrevocable trusts services include:
1. Asset Protection Trusts
Asset protection trusts can be used to protect your assets from creditors and lawsuits. By placing your assets in a trust, you can shield them from potential litigation and ensure that they are protected for your heirs.
2. Special Needs Trusts
Special needs trusts are designed to provide financial support for disabled individuals without jeopardizing their eligibility for government benefits. These trusts can be used to pay for medical expenses, education, and other essential needs.
3. Charitable Trusts
Charitable trusts allow you to donate assets to a charitable organization while still maintaining control over the assets during your lifetime. This type of trust offers significant tax benefits and can be an excellent way to leave a charitable legacy.
4. Life Insurance Trusts
Life insurance trusts can be used to remove the proceeds of a life insurance policy from your estate, reducing estate taxes and ensuring that the funds are distributed according to your wishes.
Experiences From Our Happy Clients
-
The Dorcey Law Firm, headed by Josh Dorcey, is one of the few professional offices that leaves you satisfied after you have talked to them...your questions are answered, and thoroughly explained. They are very responsive when a call is made. They are very knowledgeable and their expertise in their business is incomparable. They are also very courteous. very helpful. Their integrity outshines a lot of their peers in the business.- Esther W.
-
We had been looking for a law firm to help us with asset protection and revamping some trusts. We had met and worked with several lawyers but in the end were very disappointed. We happened to accept an invitation to meet Josh Dorsey and Michael Scott at a presentation of the company. We were extremely impressed and have been more than pleased ever since. They listened to our concerns and needs and devised a plan to meet all of them and explain additional documents that were extremely important. To this day, I am so thankful we are working with this firm and would highly recommend them.- Cynthia A.
-
I will say Dorcey Law Firm is amazing!!! I called on a Monday it was around 4:30pm so of course I didn't get a call back that day. However, first thing the next day I got a call from Carrie (So wonderful and so helpful) she put me on the calendar with Erica Johnson the following week. I have to give a RAVE review about Erica (She is fabulous, knowledgeable, understanding and communicates so well even if you ask the question more than once). When I first met Erica she was so professional and knew what she was talking about. I felt comfortable in her answers to my questions and was grateful I was scheduled with her. When you think attorneys you think all they will want is your money, this is not the case here at Dorcey Law. The price for the items I was asking for was reasonable and fair. The professionalism of the staff and Erica was by far some of the best service from a law firm I have every gotten. IM GLAD TO SAY I AM MORE THAN HAPPY WITH ERICA, THE GIRLS AT THE FRONT, CARRIE & JUST THE EXPERIENCE OVERALL!!!!! Huge THANK YOU!!!! If you ever need an estate lawyer call Dorcey Law!!!!- Brent M.
-
Estate planning and asset protection tailored to meet your needs. Auto-Pilot Planning Program is an additional annual cost but provides seminars, annual updates, and other benefits for the trustees and family.- Lisa T.
.2410300852550.png)
