Trusts & Asset Protection

Secure Your Legacy with Strategic Estate Planning

Contrary to popular belief, ‘Trusts’ are not exclusive privileges reserved solely for the wealthy elite; instead, they serve as invaluable “asset protection” tools accessible to hard working individuals from all walks of life, empowering them to safeguard assets, plan for the future, and leave a lasting impact for generations to come.

Trusts stand as pillars in the realm of estate planning, offering invaluable avenues to safeguard your assets, streamline their distribution, and potentially mitigate tax liabilities. At Beliveau Law Group, our seasoned team of attorneys focuses in crafting tailored trust solutions to meet your unique needs and aspirations. With meticulous attention to detail and a dedication to excellence, we guide you through the complexities of trust establishment, ensuring clarity, efficiency, and peace of mind.

Crummey Irrevocable Trusts

Crummey Irrevocable Trusts offer a powerful mechanism for gifting assets to your beneficiaries while maximizing tax advantages. We provide comprehensive guidance on establishing and managing Crummey Trusts to optimize their benefits within your estate plan.

Irrevocable Life Insurance Trusts (ILITs)

Protect your loved ones and preserve your wealth with an Irrevocable Life Insurance Trust (ILIT). We design ILITs to shield life insurance proceeds from estate taxes, ensuring a seamless transfer of assets to your designated beneficiaries.

Revocable Trusts

Revocable Trusts offer a flexible and efficient means of managing your assets during your lifetime and facilitating their seamless transfer upon your passing. We can assist you in crafting meticulously tailored revocable trust structures to achieve your estate planning objectives.

Supplemental Needs Trusts

Secure the future well-being of your loved ones with a Supplemental Needs Trust (SNT). Our knowledgeable team collaborates with you to establish SNTs that safeguard the financial security of beneficiaries with special needs while preserving their eligibility for government benefits.

Navigating the Trust Landscape with Confidence

At Beliveau Law Group, we understand that navigating the trust landscape can be daunting. Whether you’re seeking to minimize tax liabilities, protect your assets from creditors, or ensure the seamless transfer of wealth to future generations, our dedicated team is here to guide you every step of the way.

Comprehensive Estate Planning Services

Our commitment to excellence extends beyond trusts. From basic estate planning to sophisticated tax minimization strategies, we offer a comprehensive suite of services to address your diverse estate planning needs. Whether you’re drafting your first will, exploring probate avoidance strategies, or implementing sophisticated estate planning techniques, our seasoned attorneys are equipped with the knowledge and experience to help you achieve your objectives.

Schedule a Confidential Consultation

With offices in Massachusetts, New Hampshire, and Florida, Beliveau Law Group serves clients across diverse geographical regions. Whether you reside in the Greater Boston area, Southern New Hampshire, or Southwest Florida, our dedicated team is here to provide personalized guidance and support. Schedule a confidential consultation today to discuss your asset protection and estate planning needs with our knowledgeable and experienced attorneys.

Secure your legacy with strategic planning. Contact Beliveau Law Group today.

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