Trusts & Trust Administration

We help individuals and families create and manage trusts that protect assets, simplify inheritance, and reflect long-term goals. We also guide trustees through the legal responsibilities of administering a trust.

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We make trust planning and administration clear, efficient, and tailored to your needs.

Trusts can offer powerful benefits—like avoiding probate, reducing taxes, or protecting vulnerable beneficiaries—but they must be properly set up and managed. We help you understand your options and carry out your responsibilities with confidence.

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Building the Right Trust for You

From revocable living trusts to special needs or asset protection trusts, we help you choose the right structure based on your goals, family dynamics, and financial picture.

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Support for Trustees

Administering a trust can be complex. We guide trustees step-by-step to make sure they meet legal duties, handle distributions correctly, and avoid personal liability.

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Protecting Family and Legacy

Trusts aren’t just for the wealthy—they’re for anyone who wants more control over how assets are handled and passed on. We help make sure your wishes are honored.

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FAQs

  • What’s the difference between a will and a trust?

    A will goes into effect after death and goes through probate. A trust can take effect during your lifetime, avoid probate, and offer more privacy and control.

  • Do I need both a will and a trust?

    Often, yes. Many estate plans include both—a trust to manage assets and a will to handle guardianship, final wishes, and anything not in the trust.

  • Who should be the trustee?

    You can name yourself, a family member, or a professional. It’s important to choose someone trustworthy and capable of handling financial and legal responsibilities.

  • Can trusts be changed?

    Yes. Revocable trusts can be updated or canceled during your lifetime. Irrevocable trusts are more restrictive but offer specific benefits.

Focused on Long-Term Peace of Mind

We help you create and manage trusts that protect your assets and honor your intentions.

Whether you're planning ahead or serving as a trustee, we’re here to provide clarity and support. At Lusby Law, we make sure every step is done right—so your legacy is secure.