Trust Lawyer New Braunfels, TX

New Braunfels, TX Trust Lawyer Establishes Safeguards For You And Your Family

If your idea of estate planning begins and ends with a will, you’d be surprised how much a trust can help protect your assets and grow your wealth. Our lead New Braunfels, TX trust lawyer is the author of The 3 Bucket Method for Asset Protection and a savvy estate planning attorney with nearly three decades of experience helping central Texas families like yours thrive. A trust can help enhance the life of an adult or child with special needs, provide funds for your child’s college education, or ensure you and your spouse have the means to support yourself in retirement.

When you work with The J.M. Dickerson Law Firm, you can be confident that your fiscal and familial interests are protected. We help soothe your worries about the future with a well-crafted estate plan that can stand up to a challenge. We carefully build your trusts in accordance with Texas inheritance laws to ensure they can withstand any legal challenge. Call us today to get started and schedule your complimentary initial consultation.

How The Protections Of A Trust Can Protect Everything You’ve Worked Hard To Earn

Depending on how it’s constructed, a trust shields assets from creditors, seizure, and probate. Some trusts, such as a living or revocable trust, permit the founder of the trust or owner of the assets in the trust to maintain control over the assets. Other types of trusts permit the beneficiary of the trust to benefit from the assets in the trust, without having control over them (such as making decisions about investing from investment or bank accounts held in the trust). Your trust can directly benefit you and protect certain assets, like a home, or you can establish a trust to benefit someone else, like a loved one with special needs or an older relative who may need to retain their Medicaid qualification.

We help you determine what kind of trust best suits your needs and carefully construct it to work with the rest of your estate plan. Our in-depth knowledge of Texas estate planning laws and three decades of experience ensure that your trust and other estate planning documents will protect your family as you intend.

We Help You Safeguard Everything You’ve Worked For

The trust attorneys at The J.M. Dickerson Law Firm don’t just draft a trust for you. We can also revise an existing trust whose terms may need to be changed or assign a new beneficiary. All trusts must be administered by a trustee, someone who makes decisions on behalf of the trust, ensures that the terms are met, and provides an accounting of all the trust’s activities. If you cannot or do not want to serve as the trustee, or if there is no one in your life you trust with the fiduciary responsibilities, then our firm can also act in the role of trustee.

We take our responsibilities to our clients seriously, and act in your best interests when providing advice and when acting as your trustee. We offer our legal services through transparent flat-rate pricing. When you work with The J.M. Dickerson Law Firm, you can face the future confidently, knowing that you’ve set secure protections for your assets and the people you love. Contact us today for a personalized consultation.

Different Benefits Of Trust Cases We Handle

Our New Braunfels, TX trust lawyer knows that setting up a trust is one way we can help our clients protect what matters most—family, property, and peace of mind. A trust can serve many different purposes, whether it’s making things easier for loved ones after a passing or keeping control over how and when assets are used. For families with minor children, loved ones with disabilities, or significant property holdings, a trust offers both structure and flexibility. At The J. M. Dickerson Law Firm, we’ve worked with individuals and families from a wide range of backgrounds, tailoring each trust to meet their personal and financial goals. We have been serving central Texas for 29 years, so give us a call today.

Family Members With Disabilities

A trust can provide ongoing financial support for a loved one with special needs without putting government assistance at risk. This type of planning helps us set aside resources that can be used for medical care, housing, and other personal expenses while keeping eligibility for programs like Medicaid or SSI.

Avoiding Probate

Our New Braunfels trust lawyer knows that many clients prefer to keep their estate matters private and avoid the delays that come with court proceedings. By placing property in a trust, assets can be transferred directly to beneficiaries without going through the probate process. This can save time and reduce costs for surviving family members.

Minor Children

A trust allows us to designate how and when children will receive an inheritance. Instead of a court deciding how the money is managed, the person who creates the trust can name a trusted adult to handle the assets until the children reach a certain age. This helps protect the child’s future and allows for better long-term planning.

Real Estate

Transferring real estate through a trust can reduce paperwork and avoid probate court in multiple states. Whether it’s a family home, rental property, or vacation house, placing it in a trust helps with easier transitions in ownership, especially when multiple heirs are involved.

Privacy

Unlike a will, which becomes a matter of public record during probate, a trust keeps personal and financial matters private. This is especially important for those who value discretion and want to keep their estate matters out of public view. It also helps prevent potential disputes among beneficiaries.

Blended Families

For families with stepchildren or remarriages, trusts allow for more specific planning. We can help set clear terms about who receives what, which is especially useful in preventing confusion or disagreements later. A trust lets each spouse protect their children’s inheritance while also providing for a surviving partner.

Charitable Giving

For those who wish to donate part of their estate to charity, a trust makes it easier to organize those gifts. We can help structure it in a way that benefits both the cause and your heirs. It allows long-term giving and often carries tax advantages for the estate or beneficiaries.

A well-prepared trust is an important tool in your estate plan and reflects your values and your plans for the future. At The J.M. Dickerson Law Firm, we work closely with clients to help create a trust that fits both their financial needs and their family circumstances. We offer free initial consultations for those interested in our services. If you’re thinking about the best way to protect what you’ve built and pass it on responsibly, reach out to our New Braunfels trust lawyer to get started on your estate planning.