New Jersey Trusts Attorneys
Creating a trust is one of the most effective ways to protect your assets, provide for loved ones, and ensure your wishes are carried out. At Karen Ann Ulmer, P.C. our lawyers guide clients through every step of estate planning. We help you understand your options and design a plan tailored to your family’s needs.
Why Create a Trust in New Jersey?
A trust is a powerful estate planning tool that goes beyond a simple will. Benefits include:
• Avoiding Probate – Trusts can help your heirs bypass the lengthy and public probate process.
• Protecting Assets – Shield assets from creditors, lawsuits, or irresponsible spending.
• Reducing Taxes – Certain trusts provide tax advantages for high-net-worth individuals and families.
• Providing for Loved Ones – Ensure children, a spouse, or dependents with special needs are financially secure.
• Maintaining Privacy – Unlike wills, trusts are not part of the public record.
Types of Trusts in New Jersey
Our attorneys create and manage a wide range of trusts, including:
• Revocable Living Trusts – Flexible trusts that allow you to maintain control during your lifetime.
• Irrevocable Trusts – Useful for tax planning and asset protection.
• Special Needs Trusts – Protect eligibility for government benefits while providing financial support.
• Charitable Trusts – Support charitable causes while gaining tax benefits.
• Testamentary Trusts – Created through your will and activated after death.
The Trust Creation Process in New Jersey
When you work with our firm, we:
1. Discuss your financial goals and family circumstances.
2. Explain the pros and cons of each trust option.
3. Draft customized trust documents to fit your needs.
4. Assist with funding the trust by transferring assets properly.
5. Provide ongoing support for administration and compliance.
Trust Administration & Disputes
In addition to creating trusts, our New Jersey trust attorneys assist with:
• Trustee guidance and responsibilities
• Trust accounting and reporting
• Resolving disputes between beneficiaries and trustees
• Court intervention when necessary
Why Choose Karen Ann Ulmer, P.C.?
• Personalized Approach – Every family is unique, and we craft solutions that reflect your goals.
• Full-Service Firm – From estate planning to probate litigation, we handle all aspects of trust law.
Schedule a Consultation with a New Jersey Trusts Lawyer
If you are considering creating a trust or need help with trust administration, contact our firm at Karen Ann Ulmer, P.C.
