Experienced Trust Estate Attorney
What is a Trust, and Why Do You Need One?
A trust is a legal tool that helps you manage and distribute your assets, ensuring they go exactly where you want—without unnecessary taxes or legal complications.
At Cormac McEnery Law Firm, we help clients establish customized trusts to:
✔️ Protect assets from creditors & lawsuits
✔️ Reduce estate taxes and maximize inheritances
✔️ Ensure a smooth transfer of wealth without probate
✔️ Maintain Medicaid eligibility while safeguarding property
Trusts provide control, flexibility, and protection over your assets, making them a powerful tool for estate planning.
Why a Trust is an Essential Part of Estate Planning
Thinking about the future can feel overwhelming, but the right trust strategy can:
🔹 Prevent Costly Probate – Your heirs can inherit assets smoothly, without long court delays.
🔹 Lower Taxes – Reduce or eliminate estate and gift taxes.
🔹 Protect Your Wealth – Keep assets safe from creditors, lawsuits, and financial risks.
🔹 Ensure Your Wishes Are Honored – Set clear terms for how and when your assets are distributed.
🔹 Help with Medicaid Planning – Protect your eligibility while preserving your estate.
Whether you’re planning for retirement, protecting assets, or securing your children’s future, a trust can give you the security you deserve.
Custom Trust & Estate Solutions That Fit Your Needs
Estate planning isn’t one-size-fits-all. At Cormac McEnery Law Firm, we take the time to understand your goals and design an estate plan that works for you.
✔️ Comprehensive estate assessments – We analyze your financial picture to create the right plan.
✔️ Legal guidance on trust selection – Choose the best trust for your situation.
✔️ Trust creation, funding, and administration – We handle all the paperwork and legal details.
✔️ Asset protection strategies – Keep your wealth where it belongs: with your family.
Whether you’re a young professional, retiree, or high-net-worth individual, we’ll ensure your estate is set up for long-term success.
Your Questions Answered
What is a trust, and how does it work?
A trust is a legal arrangement where you place assets for the benefit of chosen heirs. It allows you to manage and distribute wealth on your terms, while also avoiding probate and reducing taxes.
What’s the difference between a trust and a will?
A will outlines your wishes but must go through probate (a lengthy legal process). A trust, on the other hand, takes effect immediately and bypasses probate for a smoother transition.
Can a trust help with Medicaid eligibility?
Yes! A Medicaid Asset Protection Trust (MAPT) shields assets from Medicaid calculations, helping seniors qualify for long-term care.
Who should consider a revocable (living) trust?
Anyone who wants to keep control of their assets while ensuring easy distribution after passing. It’s ideal for avoiding probate and simplifying estate management.
How does a special needs trust work?
A special needs trust protects assets for disabled individuals without affecting their Medicaid or SSI benefits.
Do I need an attorney to set up a trust?
Absolutely! Trusts must be properly structured to be legally valid and effective. DIY mistakes can cost your family thousands in taxes and legal fees.
Take Control of Your Future – Schedule a Consultation Today
A well-structured estate plan safeguards your assets, home, and loved ones from unnecessary legal challenges. Without one, your family may face stressful financial and legal obstacles after your passing.
