The creation, utilization, and management of trust instruments is an integral part of developing the proper estate and wealth protection strategy.  Whether  through the creation of simple life insurance trusts to accompany an individual’s will or a complex web of trusts and corporate entities to protect individual and corporate assets, Stone & Baxter considers all available options when determining the best strategy for each client.  Stone & Baxter evaluates each client’s needs and develops a thorough understanding of the client’s assets, family dynamics, and business strategies to identify and structure the most efficient and effective tools to accomplish the client’s goals.

Trusts are useful in providing flexibility in the management and distribution of assets over time. There are many different types of trusts, but the basic premise behind the implementation of a trust is for one party to place assets into trust for the benefit of another.  Stone & Baxter will often utilize inter vivos and testamentary trust to implement a particular strategy or to achieve an objective in planning an individual’s estate.  Trusts are also used as a tool in Stone & Baxter’s wealth preservation practice to preserve assets for future generations while protect the assets from current creditors.

If you believe you may be in need or could benefit from our expertise in creating or managing a trust instrument, please contact one of our trust attorneys by clicking here.