Trust Services
Safeguarding Your Wealth , Securing Your Legacy
A trust is a powerful estate planning tool that allows individuals to protect and manage their wealth efficiently while ensuring a smooth transfer of assets to their beneficiaries. Establishing a trust provides enhanced asset protection, greater control over wealth distribution, and financial security for loved ones.
At Stamford Legacy, we specialize in customized trust structures tailored to your specific financial and estate planning objectives.
What is a Trust?
A trust is a legal arrangement where a settlor (the person establishing the trust) transfers assets to a trustee (an individual or institution) to manage and distribute those assets according to predetermined instructions for the benefit of one or more beneficiaries.
Trusts are commonly used for:
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Asset Protection – Shielding assets from creditors, lawsuits, or unforeseen financial risks.
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Wealth Preservation – Ensuring financial sustainability for future generations.
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Estate Planning – Providing structured and tax-efficient inheritance distribution.
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Business Succession – Facilitating seamless ownership transitions for family businesses.
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Special Needs Planning – Protecting the financial interests of vulnerable dependents.
Types of Trust We Offer
Living Trust (Revocable & Irrevocable Trusts)
A Living Trust is created during the settlor’s lifetime and can either be revocable (modifiable) or irrevocable (permanent).
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Revocable Trust – The settlor retains control and can modify the trust terms or revoke it entirely.
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Irrevocable Trust – Assets are permanently transferred to the trust, providing greater protection from creditors and legal claims.
Ideal for individuals who want flexibility in managing their assets while ensuring smooth inheritance planning.
Special Needs Trust
This trust is designed for individuals with special needs dependents who require long-term financial protection. It ensures that funds are properly managed and disbursed for their care, even in the absence of the settlor.
Ideal for parents or guardians of individuals with disabilities.
Testamentary Trust
A Testamentary Trust is created under a Will and comes into effect only upon the settlor’s passing.
It ensures structured distribution of wealth based on specified conditions.
Ideal for parents with young children or beneficiaries who may require financial oversight.
Charitable Trust
A Charitable Trust allows the settlor to dedicate assets for philanthropic purposes, ensuring long-term contributions to charities, non-profits, or social causes.
Ideal for individuals looking to establish a lasting legacy of giving.
Standby Trust
A Standby Trust is established as an inactive trust that becomes operational when a triggering event (e.g., incapacitation or death) occurs.
Ideal for those looking for an immediate mechanism to manage assets in case of unforeseen circumstances.
Business Succession Trust
A Business Succession Trust ensures the smooth transition of a business by specifying ownership transfer conditions. It minimizes disputes, provides financial stability, and aligns succession plans with estate distribution goals.
Ideal for business owners seeking continuity and structured leadership transition.
Process flow & Timeline
Request a Consultation
Planning for the future starts with the right guidance. At Stamford Legacy, we offer professional and personalized consultations to help you navigate the complexities of will planning, estate management, and legal matters with confidence.
During your consultation, our experts will:
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Understand Your Needs – We take the time to assess your unique circumstances and concerns.
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Provide Tailored Advice – Get clear, customized solutions for will writing, LPAs, probate, trusts, and more.
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Answer Your Questions – Gain clarity on legal processes, ensuring you make informed decisions.
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Offer a Hassle-Free Experience – We simplify estate planning, making it smooth and stress-free.
Start Planning with Confidence
Whether you’re looking to draft a will, protect your assets, or secure your family’s future, our team is ready to assist you. Book a consultation today and take the first step towards peace of mind.
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