Asset Protection, Trusts and Wills

OUR GOAL—YOUR Complete Satisfaction and Understanding
Our goal is to provide each of our clients with as much information as possible about Asset Protection, Trusts and Wills. As you will see as you review the following material, there is a lot of information to digest and consider. Many legal aspects may be complex and confusing. We want you to know we are available to speak with you about any legal aspects of Asset Protection, Trusts and Wills at your convenience either over the telephone or in person at the Spiegel and Utrera, P.A., office nearest you. What do some of these terms mean? Click here for a Glossary. For answers to Frequently Asked Questions (FAQs) about Asset Protection, Trusts and Wills. Click here for FAQs.

Trust Termination Agreement

Trust termination is important in situations where for whatever reason the administration of the trust no longer makes much sense. A Trust Termination Agreement contains powerful provisions including designation of successor trustees, distribution provisions, distribution of personal property already made, funding at date of distribution values, proposed final distribution, consent from beneficiaries for final distribution, waivers of accounting if appropriate among other clauses that ultimately protects the successor trustee while obtaining an agreement among the beneficiaries for the final distribution of trust assets. Let us provide you with peace of mind by drafting the documents to terminate your Trust for $399.95.

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