Fratello Law

Trust Attorney Syosset

If you have several assets and asset types, you may want to gain help from an experienced and qualified Syosset trust lawyer

As you age and accumulate assets, you may  consider creating a trust as part of our estate plan so your belongings and assets are passed to beneficiaries without significant legal hassle. There are many benefits to trust planning, such as avoiding probate, asset protection from government programs such as Medicaid or minimizing estate litigation from a disgruntled beneficiary. But there are many questions that arise in considering trust planning – what type of trust is right for me?  How do I select a Trustee?  What is the difference between an Irrevocable or Revocable Trust?  What assets can be or should be transferred to a Trust? How can I protect my loved one with special needs? All of these questions and many you haven’t even considered can be answered by a skilled elder law, trust and estates attorney.  

If you have any questions about whether creating a trust is right for you or other estate planning options, our team at Fratello Law is able to lead you in the right direction and help you make important decisions regarding your assets and asset protection. We are an all-women and family-oriented firm dedicated to supporting clients every step of the way. Navigating the estate planning process smoothly requires significant knowledge and experience, and we are here to help. 

free consultation

What Assets Can a Syosset Trust Attorney Help Me Handle?

Estate planning may feel complicated or overwhelming, as many who want to create a trust or write a Last Will and Testament are likely also balancing other life responsibilities simultaneously. If you have several assets and asset types, you may want to gain help from an experienced and qualified Syosset trust lawyer. Your attorney may be able to help you decide whether trust planning is right for you as it relates to many assets, including, but not limited to, the following:

  • Bank Accounts
  • Brokerage Accounts
  • Primary Residence
  • Vacations Home or Rental Property
  • Land
  • Stocks
  • Bonds
  • Mutual funds
  • Retirement assets

If you want more information about what types of assets you may want to transfer to a trust, we recommend speaking with an experienced estate planning attorney who serves the Syosset area. Your attorney should take the time to understand your unique circumstances and goals to give you personalized options and guide you through the process.

How Can a Syosset Trust Attorney Help?

If you have not done any estate planning or if you are unsure if your current estate planning documents are still right for you, you should speak with an experienced estate planning attorney to determine the best plan to meet your goals.  If you are concerned about asset protection, planning for long term care or a loved one with special needs, minimizing estate taxes or avoiding probate, you may want to consider your Trust options by contacting a trustworthy and experienced Syosset trust attorney. Your lawyer is likely able to help you create the estate plan that is right for you given your assets, circumstances and long term goals. Especially if you are unsure of where to start, please consider speaking with an estate planning attorney at your earliest convenience.  Proactive planning is the key to maximizing asset protection and providing peace of mind.

Reduce Stress

One of the most significant ways a lawyer may be able to help you during estate planning is by reducing your stress. By providing a comprehensive approach based on your assets and your needs, a qualified estate planning attorney can develop essential estate documents unique to your circumstances, beneficiaries and long term goals. Your elder law and estate planning lawyer should be well versed in various trust options , and have the experience and resources to navigate the process smoothly and effectively. We understand how demanding life can be with work, family, friends, and other more important matters, allowing a seasoned elder law and trust lawyer to handle your estate planning concerns.

Streamline the Estate Planning Process

The estate planning process is often complex and confusing, making it difficult for those without experience in asset handling to feel  certain or comfortable with their decisions. If you want to avoid mistakes and feel satisfied with the ultimate outline of your estate plans, you should consider working with a trust lawyer in Syosset. Your lawyer is far more likely to get you the results you want, including selecting a trustworthy and satisfactory trustee, maximizing asset protection, minimizing estate tax, and otherwise providing peace of mind that you have the right plan in place for you.

Schedule a free estate planning consult today.

Suffolk Office: (631) 406-5580
Nassau Office: (516) 321-4010

How Else Can a Trust Attorney Help?

A trust attorney may be able to help you in several other ways throughout the estate planning process. Your lawyer may help in the following ways:

  • Communicate with Trustees and financial institutions
  • Advise as to types of assets to transfer to a Trust
  • Create a deed and transfer documents to transfer a residence or other real property to a Trust
  • Prepare accounts and final reports
  • Handle estate accounting and tax-related issues
  • Refer you to other helpful professionals and resources
  • Create an inventory for probate reference

If you want to consider your trust options and plan your estate with minimal legal issues and stressors, speak with an experienced elder law and trust attorney. A qualified estate planning lawyer is far more likely to accurately, legally, and efficiently help you plan your estate, maximize asset protection and minimize estate tax consequences.

Focus on What Matters With the Help of Fratello Law’s Trust Attorneys Serving the Syosset Area

If you’re looking for assistance in creating a trust or otherwise planning your estate, our team at Fratello Law is able to help. We have extensive experience serving our family of clients through New York state and the Syosset area, and we are a small firm with a big heart. Our team prides itself on treating our clients like family, and each attorney is empathetic and compassionate toward each person who walks through our doors.

To discuss the details of your estate plan, get more information, and take advantage of our no  cost initial consultation, please don’t hesitate to contact us. We serve a wide age range of clients, and we know that each individual deserves to be treated with special care and attention. To arrange a no cost consultation, please call us at (516) 321-4010 or complete our contact form. We look forward to welcoming you to our client family.