Fort Meyers 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
-
“We have referred a couple of relatives and friends to this office for some legal work. Attorney Erica Cohen did a perfect job, professional, fast and efficient.”- CW M.
-
“Erica D. Johnson helped my husband and I set up our trust. She was patient, thorough, knowledgeable. Thanks Dorcey Law Firm, PLC for taking good care of us!”- Janis M.
-
We are so thankful to Josh Dorcey and his staff for managing our Trust and estate affairs. As a APP member, we especially appreciate the seminars on essential information they share with us. Love the newsletters and especially the family recipes they share! Great firm!- Kathleen W.
-
“- Diane C.”I received a full hour of education on multiple Florida estate laws, etc. I learned so much as Mike explained every option and avenue to me. I never felt rushed or pressured!