Trusts Planning For Your Future

Trust Attorney in Montgomery County

Also Serving Philadelphia County, Merion Station and Surrounding Areas

Many people believe a will is the only method of ensuring the government distributes your assets according to your wishes. However, you may greatly benefit from one or more trusts in addition to your will.

Depending on the trust you form and the conditions you establish, a trust may help you:

  • Minimize estate and gift taxes
  • Help your beneficiaries avoid probate and keep the administration process private
  • Distribute funds to a beneficiary over time, rather than all at once (which is particularly helpful for individuals who have trouble maintaining financial security)
  • Provide for loved ones with special needs without jeopardizing their eligibility for government assistance
  • Maintain control over your estate during your lifetime
  • Convey your wishes regarding medical care, power of attorney, and guardianship in the event of your incapacitation
  • Ensure your dependents continue to receive the care they need after you pass away

At Sallen Law, our Merion Station trust lawyer has handled hundreds of estate planning cases. She has formed trusts for both traditional and non-traditional families, and she understands how difficult it can be to navigate complex family dynamics. With our guidance, your trust(s) can meet your needs, accomplish your long-term goals, and grant you the peace of mind you deserve.

Why Choose Our Trust Lawyer?

Attorney Sallen has extensive experience in this field of law, and she uses this experience to skillfully guide her clients through complex issues. Even more importantly, she takes the time to understand the nuances of each client’s situation. At our law firm, we develop genuine relationships with our clients because we care deeply about the people we serve. Estate planning involves some of life’s most challenging decisions and events, and we want to make this process as painless and stress-free as possible.

Call (215) 809-3900 or contact us online to get started on your trust today. Your initial phone consultation will be free of charge.

Types of Trusts You May Need

You may choose from several types of trusts, but each of them will serve the same basic function. You, the trustor (also called the settlor or grantor), create the trust and place some or all of your assets and funds into it. You designate a trustee, who has the fiduciary responsibility of managing everything in the trust for the benefit of one or more beneficiaries. Trustees and beneficiaries may be individuals or organizations.

Trusts generally fall into one of two categories:

  1. Revocable trusts. Also known as a living trust, a revocable trust is one that takes effect as soon as you create it. You can designate yourself as the trustee, which allows you to manage the assets and amend or revoke the trust at any point during your lifetime. It can help your beneficiaries avoid probate, but it is typically subject to estate taxes. Once you pass away, it becomes an irrevocable trust.
  2. Irrevocable trusts. An irrevocable trust transfers your assets out of your estate, which is why you cannot amend or revoke the trust once you create it. This is why irrevocable trusts are effective for avoiding estate taxes, as the assets are technically no longer a part of your estate. Any income generated by the assets in the trust is protected from tax liabilities, as well. Like revocable trusts, irrevocable trusts may help your beneficiaries avoid probate.

These are broad categories, and each category contains many specific types of trusts. When you bring your case to Sallen Law, our attorney can assess your legal and financial circumstances to determine which trust will provide the greatest benefits and minimize liabilities.

Schedule your complimentary phone consultation by calling (215) 809-3900 or contacting us online today. We look forward to serving you and your loved ones.

Opinions That Matter

Our Testimonials
  • “It's been a pleasure to work with Rebecca Sallen for her in opening up my trust.”

    - Amy D. - Philadelphia, PA
  • “During a pandemic, you realize that there's no time like the present to plan your estate.”

    - Heather - Philadelphia, PA
  • “You can trust Rebecca to give you the confidence that you need when faced with a difficult situation.”

    - Adam - Bala Cynwyd, PA
  • “She is empathetic, probes to find what really matters to you, and constructs documents that reflect your values.”

    - Anonymous
  • “We feel very secure knowing that we have a comprehensive "living document" document that covers our current and future needs.”

    - Ivy - Lafayette Hill, PA
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