Trust Creation

At Burzynski Elder Law, we help individuals and families throughout Southwest Florida create and manage revocable and irrevocable trusts that provide long-term peace of mind, protect assets, and simplify the transfer of wealth. Whether you’re beginning the process of establishing a trust or you’re navigating the complex responsibilities of trust administration after a loved one’s death, our experienced legal team is here to guide you every step of the way.

Why Create a Trust?

A trust is a powerful estate planning tool that allows you to place your assets under the management of a trustee for the benefit of named beneficiaries. Trusts offer more flexibility, privacy, and control than a will—and they can help avoid the delays, costs, and publicity of probate. There are many reasons why Florida residents choose to create a trust:

Avoid probate and maintain privacy after death
Plan for incapacity by naming a successor trustee
Protect beneficiaries who are young, disabled, or financially inexperienced
Preserve eligibility for Medicaid and VA benefits through a special needs or Medicaid asset protection trust
Minimize taxes and manage generational wealth
Support charitable causes with a charitable remainder or lead trust

Trusts are not just for the wealthy. They are essential tools for anyone who wants greater control over how their assets are handled during their lifetime and after death.

Types of Trusts We Help Create

We offer customized trust planning based on your family’s specific needs. Some of the most common trusts we draft include:

Revocable Living Trusts: Flexible trusts that you can amend or revoke during your lifetime
Irrevocable Trusts: Often used for tax planning or asset protection
Special Needs Trusts: Protect benefits for a loved one with disabilities
Medicaid Asset Protection Trusts: Shield assets while preserving eligibility for long-term care programs
Charitable Trusts: Support charitable organizations while also reducing estate taxes
Pet Trusts: Ensure your companion animals are cared for after you’re gone

Our firm will walk you through the entire process—from choosing a trustee to funding the trust properly with real estate, bank accounts, business interests, and other assets.

Florida-Focused Benefits

Trusts drafted with Florida law in mind can help you: (1) minimize court involvement and maintain privacy; (2) provide a clear incapacity plan that works alongside your healthcare directives and powers of attorney; (3) coordinate homestead, retirement accounts, and titling decisions; and (4) protect beneficiaries from creditors, divorce, or poor financial habits through tailored distribution terms.

Our Process

Discovery: We learn your goals, family dynamics, and financial picture.
Design: We recommend trust options that balance flexibility, protection, and simplicity.
Draft: Your documents are customized to Florida law and your wishes.
Funding Support: We guide retitling and beneficiary alignment so the plan actually works.
Maintenance: Periodic check-ins to adjust for life events, new laws, or changing assets.

Trusts and Ongoing Administration

A great trust anticipates change. When life happens—marriage, birth, a diagnosis, a move, or the sale of a business—our team is here to update your plan and support your successor trustee when it’s time to act. Visit our page on Trust Creation & Administration to see how we help families carry out instructions efficiently and compassionately.

Start the Conversation

Every family and every trust is unique. We’ll help you choose the right structure, coordinate your assets, and put a practical plan in place for the people you love. Schedule a consultation with Burzynski Elder Law in Naples today.

Why Choose Burzynski Elder Law?

Burzynski Elder Law has proudly served Naples and all of Southwest Florida for over 30 years. Our founder, Jill Burzynski, is one of the first attorneys in Collier County to be Board Certified in Elder Law by the Florida Bar. She and our team combine deep technical knowledge with a commitment to client-centered care.

Here’s why families trust us with their most sensitive estate matters:

Custom-drafted trusts that reflect your values and vision
Ongoing support for trustees and beneficiaries
Expertise in Medicaid, VA, and incapacity planning
Compassionate guidance in times of crisis or transition

Get Help With Trust Creation or Administration

If you’re ready to create a trust that protects your family’s future – Burzynski Elder Law is here for you. We’ll make the process straightforward, legally sound, and tailored to your goals.

Call us at (123) 456-7890 or schedule a consultation online today.