Trusts are wonderful estate planning techniques because, depending on the type of trust used, trust can reduce estate taxes, protect assets from the creditors of the beneficiaries, ensure proper investment and management of assets, and reduce income taxes under certain circumstances.
The attorneys at the Soignier Law Firm also represent the trustees on numerous trusts in fulfilling their fiduciary and administrative duties to the beneficiaries. We also serve as the trustees on trusts for a select number of our clients.
In using a Trust, one must remember the trustee of a trust owes the beneficiaries of that trust certain fiduciary duties of honesty, prudence, and loyalty. When those duties are violated by a trustee, a bequest may be put in jeopardy. Amos L. Soignier can represent beneficiaries and trustees with the following trust issues and claims:
In addition to adversarial actions, we represent beneficiaries and trustees with other trust litigation issues, such as reformation or judicial amendment of a trust where such amendment is required to serve the settlor's original intention in making the trust.
If you or a loved one have questions about a will or trust, or you are the trustee of a trust and have questions or concerns about the administration of the trust, please call The Soignier Law Firm, LLC at (970) 247-3510, or email us.