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
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“Mike and all of his colleagues made the entire process a breeze.”- Wes F.
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- Collon B.
Josh Dorcey prepared our Trust and all the accompanying pieces. He is informative, pleasant, intelligent, and easy to connect with. Would highly recommend.
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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.
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We love Joshua Dorcey. Whenever I have a question I can reach someone, in the office, who can help. I have always had a pleasant person helping me. There are special activities which keep us informed of the latest in tax laws and activities to have fun... we wouldn't go anywhere else.- Pamela P.
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