One cautionary point about trusts: if you fail to transfer assets into the trust formally (i.e., fund the trusts) the assets are not protected by the trust. Nevertheless, for some unknown reason, many attorneys merely draft the trust documents and then leave the clients to fend for themselves in navigating the complex process of funding the trust. If the clients do not fund the trust correctly, the trust documents essentially will be worthless.
Our firm will not let this happen. We will assist the client every step of the way in the funding process at no extra cost. Our goal is to do things right, not to leave you on your own.