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Dallas & Fort Worth Trusts Lawyer

Texas Trusts Charitable Giving Attorney

Trusts are an extremely effective means for establishing funds for the future health care needs of a disabled child, the education of a grandson or daughter, even charitable gift giving to an important cause. At the Perry Law Firm, we create innovative trust and estate planning solutions that enable clients to achieve more with their assets to take care of their loved ones and support causes important to them. Our estate planning lawyer explains the tax issues involved, as well as how a reallocation of assets through the creation of a trust can impact Medicaid eligibility, a business, even a foundation's non-profits status. We evaluate your financial situation and if necessary, consult financial planners and tax experts to ensure the funding and maintenance of your trust is both secure and appropriately managed.

Taking steps today can provide peace of mind tomorrow -- contact a trust and estate planning attorney at the Perry Law Firm for more information.

Determining what Trust works Best for You

The Perry Law Firm advises and represents clients in regard to the following kinds of trusts:

  • Special / supplemental needs trust
  • Irrevocable / revocable trust
  • Testamentary trust
  • Education trust
  • Charitable trust
  • Family trust
  • Dynasty Trust
  • Qualified Terminable Interest Property

In an age of financial mismanagement, Enron, and corporate-raided retirement funds, it's essential that your trust be secure. At the Perry Law Firm, our lawyer works hand in hand with established, insured financial institutions. In creating a trust we include checks and balances that provide a measure of transparency and accountability by a trustee themselves through auditing and annual reports. We develop language that details fiduciary responsibility in order to avoid potential conflicts of interest or the non-disclosure of important information.

Understanding the Options Available to You

We're committed to making sure our clients make informed decisions about their financial future. We take the time to explain how a trust functions, as well as what you can do in other areas of your estate plan to compliment the advantages associated with a trust.

To schedule an appointment and discuss how we can help you, contact the Perry Law Firm today.

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Nancy Perry
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The Perry Law Firm
459 South Jennings Avenue
Fort Worth, TX 76104

Phone: 817-769-8063
Toll Free: 877-543-0269
Fax: 817-735-9799

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