Miami Trust Creation Attorney

Looking For The Right Florida Trust Creation Lawyer To Help You Plan For The Future, Protect Your Legacy, Preserve Your Wealth, Ensure Your Wishes Are Fulfilled And Avoid Future Hassles For You And Your Loved Ones?

How Many of These Life Situations & Goals for a Trust Apply to You:

  • I don’t want the state to take my money when I die.
  • I have a blended family / 2nd marriage and want to ensure all children get their fair share.
  • Asset protection concerns.
  • I have real estate outside of Florida.
  • High net worth / wealth preservation.
  • Children / beneficiaries need protection from themselves, e.g. frivolous spending, bad marriage / ex-spouse, creditors, litigation, etc.
  • I want to transfer my business to the next generation.
  • I want to avoid the hassles, delays, costs and loss of privacy in probate.
  • I don’t want my son / daughter-in-law to get their hands on my child’s inheritance.
  • Moved to Florida and want to update my trust in FL law.
  • Estate and inheritance tax concerns.
  • I have a special needs child.
  • Provide for a pet.
  • I have charitable interests.

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DESCRIBE YOUR SITUATION,
REQUEST A CONSULTATION

Call (305) 402-4494(305) 402-4494 or fill out the short form below. We will usually respond within 1 business day but often do so the same day. Don’t hesitate, your questions are welcome.

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Why Choose The Denise Jomarron Legal Group?

  • Proactive Approach – We help clients to prevent legal problems and mistakes before they happen.
  • Confidential Case Assessment – During your phone assessment, we will listen to you and help you determine your next steps.
  • Focused Legal Practice – Our firm has always concentrated on wills, estate planning, elder law, asset protection, long-term care plans, and closely related areas.
  • No Hidden Fees – Know the costs before starting (in most situations).
  • Experienced – In our many years in business, we’ve helped hundreds of families protect their legacy and plan for their future.
  • We Take Complex & Difficult Cases – This is where tenacity and knowledge of the law matter. We do what’s necessary, even in challenging situations.
  • Alignment with Family Value – We help you consider family dynamics that better ensure your values are carried on.
  • Accommodating- We understand that not everyone can come for an in-person visit. We offer phone and Zoom consultation, or we will even come to you.
  • Highly Reviewed & Rated – Super Lawyers Rising Star, 5.0 review rating on Google. See some of our client reviews below.
  • Custom Plans and Solutions – You and your family are unique. That’s why we don’t use fill-in-the-blank form documents. Your trust is YOUR trust. Together we create trusts to protect what you’ve built, fulfill your goals, and guide your family.

What Is a Living Trust?

A "living" trust (also called an "inter vivos" trust) is simply a trust you create while you're alive. The beneficiaries you name in your living trust receive the trust property when you die. You could instead use a will, but wills must go through probate—the court process that oversees the transfer of your property to your beneficiaries.

Many people create a revocable living trust as part of their estate plan. These trusts can be modified or revoked at any time. Typically, you'll name yourself as the "trustee" of your trust. This means that while you are alive, you retain control of the trust and its property. In your trust document, you will also name a "successor trustee" to take over and manage the trust (distribute your property) after you die. (If you create a shared living trust, as is often done by spouses, then your successor trustee would assume control after both spouses have died.)

In contrast, irrevocable trusts cannot be revoked or modified after they are signed. Irrevocable trusts can be useful tools for specific goals, like reducing taxes, but they require giving up ownership and control of trust property.

Client Reviews– The Denise Jomarron Legal Group

Click Here For More Reviews From Clients

We Advise You on Which Trusts Will Accomplish Your Goals and Expertly Create Them for Total Peace of

There are many options for trusts, and one trust alone may not do everything you need or want. We will help you navigate the myriad of options based on your specific and unique situation and customize the best trust for you and your family. The types of trusts we can advise and help you with include:
  • Revocable Living Trusts
  • Heir Safeguard Trusts
  • Asset Protection Trusts
  • Medicaid Asset Protection Trusts
  • Veterans or VA Asset Protection Trusts
  • Special Needs Trusts
  • Supplemental Needs Trusts
  • Charitable Remainder Trusts
  • Irrevocable Trusts
  • Medicaid Payback Trust
  • Living Trust
  • Irrevocable Trust
  • Retirement Trust
  • Inheritance Trust
  • Charitable Trust
  • QTIP Trust
  • Credit Shelter Trust
  • Exemption Trust
  • Family Trust
  • Marital Trust
  • Bypass Trust
  • Special Needs Trust
  • Supplemental Needs Trust
  • QPRT Trust
  • GRAT Trust
  • ILIT
  • Life Insurance Trust
  • Pet Trust
  • QDOT
  • Qualified Domestic Trust
  • Generation-Skipping Trust
  • GST Trust
  • And Others

In Florida, If I Make a Living Trust, Do I Still Need a Will?

Yes, you'll still need a will. This might seem confusing—isn't the point of a living trust to avoid needing a will? Yes, it is, and your will might never be used. But you should still write one, for one or both of the following reasons:

Designating a guardian for minor children. You cannot use a trust to name a guardian for your minor children. For this reason alone, if you have minor children, you should write a will that names the guardian.

Accounting for property that you have not transferred to your trust. It happens all the time—people create a trust and forget to formally transfer property to the trust (for example, they never get around to changing the deed on their house). Or, people buy or inherit property after they've set up their trust and forget or don't know to take ownership as the trustee of their trust. Either way, the property will not be distributed according to the terms of the trust. You should have a will as a backup to dictate how assets not in the trust should be distributed.

Actual Words Clients Have Used to Describe Us & Their Experience:

“the kind of lawyer everyone wishes they had, intelligent, thorough and kind,” “great judge of character,” ”knowledgeable, patient, so kind and helpful,” “will always have you covered,” “a true professional that I will continue to recommend,” “the person you want to talk to when managing elderly affairs,” “very professional and experts on their field. “extremely communicative, pleasant to deal with, and thorough,” “very kind, inviting and professional,” “very accommodating to each clients needs and thorough till the end,” “effective and professional,” “Denise, Karina, and her team were absolutely amazing,” “ They somehow made what I imagined would be an unpleasant process, enjoyable and educational,”

If these things are what you are looking for in a law firm then contact us to see how we can help you and your family.

Professional Associations

Rated By Super Lawyers - Rising Stars | Denise Jomarron Legal Group
National Academy of Elder Law Attorneys
Expertise.com Best Real Estate Arrorneys in Westminster 2022
Rated By Super Lawyers - Denise Jomarron Legal Group
Elder Law Counsel Member

Our Location

We help families in Miami, Hileah, Kendall, Miami Beach, Westchester and Dade County locally and outside of Florida when issues need to be handled for a family member’s estate within the state of Florida.

Locally, clients come to us from Coconut Grove, Pinecrest, Wynwood, Key Biscayne, Star Island, Hibiscus Island, The Venetian Islands, North Beach, Miami Beach, Coral Gables, Fisher Island and Miami-Dade County.

What To Do Now:

We welcome your questions and want to understand your situation to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Call our law office at (305) 402-4494(305) 402-4494 with questions, a description of your situation to see if we can assist, or to schedule a consultation. Or you may simply fill out the form above on this page. Your form will be directly emailed to our office, and you can expect a reply within one business day and often within hours the same day. All information you share is confidential.

754-247-1318
4300 Biscayne Blvd., Suite 305 Miami, Florida 33137
Questions? Call (305) 402-4494 Or Click To Schedule A Consultation

Hours of Operation

Monday–Friday: 9:00 AM until 5:00 PM
At Denise Jomarron Legal Group, we specialize in bringing the law to your corner. We are dedicated to understanding your needs, the needs of your family, and explaining what actions we can take on your behalf. We will work with you every step of the way to make certain you are satisfied and confident about your future.

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. Contacting us does not create an attorney-client relationship.