Arizona Estate Planning

Living Trust Lawyer

At the Arizona and Florida firm of Gorman & Jones, PLC, we tailor trusts to the clients. We never try to shoehorn clients into a trust that does not fit their specific needs; rather, we take the time to identify those needs and determine what the client wishes to achieve. Whether you are trying to protect assets, prevent heirs from becoming targets for con artists, or support a worthwhile charity, we can devise a trust that accomplishes your goals. For more information about meeting your estate planning needs through a trust, contact us at our Sun City, Phoenix, or Apollo Beach offices for a free initial consultation.

A trust to meet every need

We have drafted almost every type of trust for our clients, including:

• AB trusts
• ABC trusts
• Life insurance trusts
• Irrevocable asset protection trusts
• QDOT trusts
• Family living trusts
• Testamentary trusts
• Revocable trusts
• Education trusts

Trusts and Wills go together

These trusts, and many others, help clients avoid probate, reduce federal estate taxes, and establish a mechanism to transfer your assets for the next generation. Most of these trusts are established in conjunction with a Will, usually a pour-over Will, that puts the assets identified in the Will into the trust. Our estate planning lawyers, Matthew M. Jones and Andrew P. Gorman, can draft all the documents needed, including any kind of trust, to make sure your needs for your estate and family are met.

Counseling and advice that goes beyond trusts

In addition to drawing up trusts, our law firm advises individuals on the selection of trustees for managing the trust and on any tax planning options within the trusts. We also counsel people who have experienced the high-pressure sales techniques of some so-called financial planners. The services offered by such persons hide the real goal--to sell dubious and expensive life insurance products that generate big commissions for the sales agents. We urge seniors especially to talk with an experienced estate-planning attorney before agreeing to purchase any product offered by such sales people. Contact us at Gorman & Jones, PLC, for answers to your questions about trusts or any estate planning matter.