Sebastian Trust Lawyer

Whether you have a trust or plan to set one up, you want to be sure your money continues working for you safely and efficiently. A trust attorney can create a trust that caters to your needs; they can also assist with trust management.

Experienced Sebastian trust lawyers from Lulich & Attorneys can guide you through the trust setup process and provide valuable recommendations for as long as the trust is active.

To find out how our trust attorneys can contribute to the success of your trust, please call us to arrange a consultation at a convenient time.

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Why Choose Us

When navigating the complex world of trusts, you need an experienced and dedicated lawyer. Lulich & Attorneys have respected Sebastian trust lawyers serving hundreds of clients in Sebastian, Florida.

Our extensive knowledge and commitment to client satisfaction make us the ideal choice for all your trust-related legal needs.

Experience and Skills

With decades of experience in Florida trust law, our team of skilled attorneys has successfully handled a wide range of trust cases. We have a deep understanding of the intricacies and nuances of trust law, allowing us to provide our clients with informed and effective legal counsel.

Lulich & Attorneys can provide knowledgeable professionals to handle even the most complex trust matters.

Commitment to Our Clients

At Lulich & Attorneys, our clients always come first. We commit to providing personalized attention and exceptional service to everyone who enters our doors.

We take the time to listen to your unique needs, goals, and concerns, ensuring the development of tailored strategies that address your specific circumstances. Our commitment to our clients means we go above and beyond to achieve the best possible outcomes.

Convenient Location in the Heart of Sebastian

Our location in the heart of Sebastian means our law firm offers clients the convenience of easy access to our office.

We understand the importance of accessibility and strive to make the legal process as convenient and stress-free as possible. Whether you reside in Sebastian or the surrounding areas, our central location ensures that you can meet with us conveniently. 

If you cannot travel for any reason, our legal team can come meet you or set up a remote videoconference.

Comprehensive Trust Services

At Lulich & Attorneys, we know how to handle all aspects of trust law. Whether you need assistance creating a trust, modifying an existing one, or resolving trust disputes, our team can handle your requirements quickly and efficiently.

We have the knowledge and experience to guide you through the entire process, including revocable living trusts, irrevocable trusts, charitable trusts, and special needs trusts.

Our services extend beyond trust creation and management. We can also provide comprehensive trust administration services, ensuring the proper maintenance of your trust and its adherence to legal requirements.

Our team can assist with asset transfers, tax planning, beneficiary distributions, and other administrative tasks, giving you the peace of mind that your trust is in capable hands.

Understanding Trusts: Compensation and Benefits

Sebastian Trust Lawyer 

When it comes to estate planning, trusts offer numerous benefits that can provide individuals and families with peace of mind and financial security.

At Lulich & Attorneys, we commit to helping you understand and leverage the advantages of trusts. Our experienced team will guide you through formation, administration, litigation, and every step of the trust process.

Potential Tax Savings

One of the primary benefits of a trust is the potential for tax savings. You can structure trusts to allow for tax-efficient transfer of your assets to beneficiaries.

Trusts can minimize estate, gift, and income taxes by utilizing various strategies, such as irrevocable or charitable trusts. Lulich & Attorneys trust lawyers have an in-depth understanding of tax laws and regulations, enabling them to develop tailored trust structures that maximize tax savings for clients.

Protection of Assets

Another significant advantage of trusts is the protection of assets. Creating a trust protects your assets from potential creditors, lawsuits, and other unforeseen circumstances, safeguarding your wealth for beneficiaries.

After placing assets into a trust, they are no longer part of your personal estate. This status provides an additional layer of protection. Our lawyers can guide you in establishing the appropriate trust structures, such as revocable living trusts or asset protection trusts, to shield your assets and preserve your wealth for future generations.

Other Benefits

  • Family legacy: Trusts facilitate the continuation of family wealth across generations, promoting long-term financial well-being.
  • Privacy: Unlike wills, trusts remain private documents, shielding family affairs from public scrutiny.
  • Specified distribution: Trusts offer customized distribution plans to accommodate beneficiaries with unique needs or financial situations.
  • Incapacity planning: Trusts provide mechanisms for managing your assets in the event of incapacity, preventing court-appointed guardianships.
  • Minimized legal challenges: Well-structured trusts reduce the likelihood of disputes among beneficiaries, fostering family harmony.

What We Do for You

At Lulich & Attorneys, we offer comprehensive services relating to trusts. Our team of lawyers can form your trust and ensure the accurate drafting of legal documentation in line with your specific goals and intentions.

We take the time to understand your unique circumstances and objectives, tailoring our approach to meet your individual needs. Whether you require a simple revocable living trust or a more complex irrevocable trust, we can guide you through the process and ensure we document your wishes effectively.

Our trust lawyers also provide reliable trust administration. This service involves the proper management and distribution of trust assets in accordance with the terms of your trust agreement.

Our team can handle all aspects of trust administration, including asset transfers, beneficiary distributions, tax planning, and compliance with legal requirements. With our attention to detail and commitment to accuracy, you have the assurance that we will administer your trust with the utmost care and diligence.

Trust Laws in Sebastian, Florida

When creating and managing trusts, understanding the relevant trust laws is essential. At Lulich & Attorneys, our trust lawyers in Sebastian have in-depth knowledge of the intricacies of trust law and can confidently guide you through the process.

Trust Creation Requirements

In Florida, trust creation requires adherence to certain legal requirements. A valid trust requires a settlor (the person creating the trust), a trustee (the person or entity responsible for managing the trust), and one or more beneficiaries (the individuals or entities who will benefit from the trust).

There must also be:

  • A clear intention to create a trust.
  • Identifiable trust property or assets.
  • A valid purpose for the trust.

Meeting these requirements ensures your trust is legally valid and enforceable.

Methods of Creating a Trust

In Florida, you can create a trust through various methods, each with its own advantages and considerations.

Revocable Trust

One common method is to form a revocable living trust. This type of trust allows the settlor to retain control over the trust assets during their lifetime, with the flexibility to modify or revoke the trust as necessary. Revocable living trusts can provide individuals with privacy, continuity of management, and the ability to avoid probate.

Irrevocable Trust

Another method is to form an irrevocable trust, which involves transferring assets to the trust and relinquishing control over them. Irrevocable trusts offer benefits such as asset protection and tax planning. It's important, however, to carefully review the implications of irrevocable trusts, as you can't generally modify or revoke them without the beneficiaries' consent.

Florida Trust Code

The Florida Trust Code regulates all actions relating to trusts in Sebastian. This comprehensive set of laws provides the framework for the creation, administration, and termination of trusts within the state.

The Florida Trust Code outlines:

  • The rights and responsibilities of trustees.
  • The duties owed to beneficiaries.
  • The procedures for trust administration and modification.

Understanding the provisions of the Florida Trust Code is crucial for ensuring compliance with legal requirements and protecting the interests of all parties.

At Lulich & Attorneys, our Sebastain trust lawyers have a deep understanding of the trust laws in Sebastian, Florida. We stay abreast of any changes to the Florida Trust Code, ensuring our clients receive accurate and reliable legal advice. Whether you're thinking of creating a trust or need guidance with trust administration or modification, our knowledgeable team can steer you through the intricacies of trust law to achieve your goals more easily.

Why You Need a Sebastian Trust Lawyer

Navigating the world of trusts can be complex and overwhelming, especially without the guidance of a knowledgeable trust attorney. At Lulich & Attorneys, our experienced lawyers are here to guide you every step of the way, especially if you find yourself in the following situations:

You Do Not Understand the Intricacies of the Florida Trust Code

The Florida Trust Code is intricate and constantly evolving, making it challenging for individuals without legal skills to navigate. Hiring a trust attorney ensures you have a professional who understands the complexities of the trust code and allows you to structure your trust in a tax-efficient manner.

By leveraging their knowledge, your trust attorney can help minimize your tax liability and maximize your overall financial benefits.

You Want To Set Up a Trust with Conditions

You can customize a trust to meet your particular needs and desires. If you have conditions or specific instructions regarding the management or distribution of your assets, your trust attorney can create a trust agreement that reflects your wishes.

Whether you want to establish conditions for beneficiaries, such as educational requirements or age restrictions, or include specific provisions for charitable giving, your trust attorney can clearly outline your intentions and make them legally enforceable.

You Will Owe Estate Tax

If your estate must pay estate taxes, a trust attorney can minimize your tax liability. By strategically structuring your trust, using tax-saving techniques, and taking advantage of available exemptions, your trust attorney can reduce the effect of estate taxes on your assets.

At Lulich & Attorneys, our extensive knowledge of estate tax planning ensures that you take full advantage of the legal provisions and available opportunities.

You're Unsure What Belongs in the Trust or Will

Determining which assets to place in a trust versus those to include in a will can be complex. Your trust attorney can evaluate your assets, explain the benefits of each option, and guide you to make informed decisions.

We ensure we properly categorize and distribute your assets according to your wishes, minimizing the potential for confusion or disputes among beneficiaries.

You Need Advice in Transferring Your Assets

Transferring assets into a trust requires careful attention to legal formalities and documentation. Your trust attorney has the skills to guide you through the asset transfer process, following all necessary steps.

Our legal team's knowledge of the requirements and potential pitfalls concerning asset transfers ensures the proper titling and transferring of your assets to the trust.

You Want To Give Assets to Your Grandchildren Instead of Your Children

If you specifically wish to pass your assets directly to your grandchildren instead of your children, your trust attorney can guide you toward accomplishing this goal. They can assist in structuring a trust that allows for the direct transfer of assets to your grandchildren, bypassing your children as beneficiaries.

By working closely with your Lulich & Attorneys trust attorney, you can ensure your estate plan aligns with your desires and provides for future generations as you intend.

Call a Reliable Trust Attorney in Sebastian Today

Sebastian Trust Lawyer 

When it comes to trust matters, choosing the right legal assistance is crucial. At Lulich & Attorneys, we dedicate ourselves to providing experienced, client-focused representation to individuals in Sebastian and the surrounding areas.

With our commitment to excellence, convenient location, and comprehensive range of trust services, we're confident we can meet and exceed your expectations. Trust our team to navigate the complexities of trust law and protect your best interests. Contact us today at  (772) 492-4611 to arrange a consultation and discover how we can handle your trust-related legal needs.

Sebastian Office:


1069 Main Street,

Sebastian, FL 32958