Trust Administration
Purpose of Legal Trusts
A trust is a legal document often created by an individual to assist in the distribution of real estate or other assets in the event of their death. Trusts are an excellent way to administer financial planning and the documentation can be very specific regarding how assets will be distributed. There are a variety of different types of trusts which may be created depending multiple factors and circumstance. This is why it is best to retain experienced legal council. Your estate planning attorney can determine which trust is best for your unique situation.
Testamentary trusts are designed to dictate the distribution of assets after that person passes away. Inter vivos trusts differs most notably in that they allows for distribution of assets while the trustee is still alive. Furthermore, trusts can be modified to be revocable, meaning a trustee may dissolve the trust at a later time, whereas an irrevocable trust cannot be dissolved. All types of trusts have different benefits, but all are designed to help make the probate process proceed more smoothly and plan ahead for your family.
Establishing a Trust in Naples
Those interested in setting up a trust should first discuss the matter with a qualified legal professional who can provide intelligent, insightful advice along with recommendations regarding your best options. Wollman, Gehrke & Associates, P.A. has a long record of successfully creating secure, detailed and efficient trusts that make probate matters easier in a variety of scenarios. Our skilled legal team works closely with clients throughout Naples and the surrounding areas to provide sophisticated, dependable estate planning solutions.
CONTACT THE FIRM to schedule a confidential initial consultation to further discuss trust administration and any other estate planning need.
What Our Clients Are Saying
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Serving Naples, FL Since 1994
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"Jo-Ann Hendrickx is a delight!"Such an asset to the firm! Her caring way and hard working values are unmatched! Thank you!- Maria S.
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"Thank you, Ed Wollman and Team."Ed Wollman had been my father's attorney for years and reviewed his documents with him faithfully every five years. Before my dad went into Hospice, Ed and his team were a great source of information and comfort during a difficult time. After his passing it was made easier navigating closing the estate with his team and words of encouragement. The value of knowing that everything was handled in the courts was a huge relief. Thank you, Ed Wollman and Team.- Lilla P.
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"We highly recommend their expertise."The office is very professional and easy to work with. Every aspect of our planning was explained in layman's terms with some humor. Our revised trust plus all documents written by them.- Douglass P.
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"Ed Wollman and his team did a wonderful job with our estate planning. He took the time to make my family and I feel comfortable throughout the process. We are very grateful."Ed Wollman and his team did a wonderful job with our estate planning. He took the time to make my family and I feel comfortable throughout the process. We are very grateful.- Goldie James
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"I highly recommend them!"Ed Wollman and his team are very knowledgeable attorneys who handle their clients with great care. The office manager, Jo-Ann Hendrickx is a true asset to the firm as she is dedicated, hard working and always looking out for everyone's best interests.- Kim R.
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"Ruthanne (my wife) and I worked with Ed Wollman on our estate plans - he was wonderful! Ed explained everything in a manner we could understand and followed through until we signed the documents. He's been available to answer any questions we had."Ruthanne (my wife) and I worked with Ed Wollman on our estate plans - he was wonderful! Ed explained everything in a manner we could understand and followed through until we signed the documents. He's been available to answer any questions we had. I certainly recommend Wollman, Gehrke & Associates!- Ken Ginsberg
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"Very professional and trustworthy."Helps to navigate through tough decisions and speaks in laymen terms for those of us who are not educated in the financial and legal world. I would refer Ed Wollman to everyone. He’s my favorite lawyer, ever! Jo-Ann Hendrickx has been more than an asset to the firm, she wears many hats and glides through all of them with ease. She is always available for us, and we are grateful for her concscience effort to help us in any way possible. We Love Her!- Michelle C.
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"They went above and beyond"The most professional and understanding organization, especially during these troubling times. They went above and beyond to to hurdle through many roadblocks to resolve my family’s affairs.- Tom R.