Trusts

Trust Lawyer in Massachusetts

If you want to prevent courts from making important decisions about your estate after you pass away, then you need to have the correct legal documents that will ensure your final wishes are faithfully executed. Clients in Metro West Boston and the Cape often consult our legal professionals to establish various trusts to hold their assets and property and avoid probate and estate taxes. Our legal team at Marsden Law P.C. has more than a decade of experience in trust and will preparation. We are here to take a look at your estate plan and explain how our trust services can help you protect your wealth and ensure your loved ones obtain the assets you leave behind.

Call Marsden Law P.C. at 508-858-5324 or contact us online to speak with an estate planning lawyer and schedule your free consultation to discuss your situation.

Defining a Trust: What You Need to Know

Trusts play a crucial role in estate planning by allowing individuals to protect their assets, minimize taxes, and ensure their loved ones are cared for according to their wishes. Our team of experienced trust attorneys at Marsden Law P.C. can help you navigate the complexities of trusts and estate planning to create a personalized strategy that meets your unique needs.


Key benefits of incorporating trusts into your estate plan include:


  • Asset protection for beneficiaries
  • Avoiding probate and maintaining privacy
  • Managing and distributing assets according to your instructions
  • Minimizing estate taxes
  • Providing for minor children or individuals with special needs


Trusts can also help mitigate family disputes by clearly outlining the terms of asset distribution, thus reducing the potential for conflict among heirs. They also offer flexibility in managing assets, as trust terms can adapt to changes in family circumstances or tax laws. Our thorough understanding of trust laws ensures these instruments are used to their fullest to benefit both you and your beneficiaries.


Whether you're looking to establish a revocable living trust, an irrevocable trust, or a special needs trust, our team can guide you through the process and provide peace of mind for the future. Speak with a Trust attorney at Marsden Law P.C.

How Our Trust LawyerS Can Assist You

We are here to assist you by:


  • Personalized Approach: We believe effective trust planning is not a one-size-fits-all endeavor. Each client's situation is unique, and we take the time to understand your specific goals and concerns. Whether you are looking to minimize estate taxes, safeguard your assets from creditors, or ensure the financial security of your loved ones, we craft tailored trust solutions that align with your objectives.
  • Client-Centered Philosophy: We are dedicated to building long-term relationships with our clients based on trust, transparency, and exceptional service. Our client-centered philosophy means that you can expect:
  • Clear Communication: We will keep you well-informed at every step of the process, explaining complex legal concepts in plain language and ensuring you understand your options.
  • Responsive Service: We are always available to answer your questions, address your concerns, and deliver the support you need to make informed decisions.
  • Attention to Detail: We meticulously review every aspect of your trust to ensure it is legally sound, accurately reflects your wishes, and effectively protects your assets.
  • Protecting Your Legacy: A well-crafted trust is an essential tool in protecting your legacy and ensuring your wishes are honored. We are dedicated to helping you create a robust estate plan that delivers peace of mind for you and security for your loved ones. We are here to guide you through the whole process with expertise, compassion, and a commitment to excellence.


Our strategic approach includes an assessment of potential vulnerabilities in your current estate plan and suggestions for strengthening its provisions. We stay abreast of legal developments to ensure your trust plans are up-to-date and can adapt to new laws or changes in your circumstances. This proactive stance ensures that you receive the highest level of protection and benefits from your estate planning efforts.

Expanding Investment Opportunities in Your Trust

Creating a trust not only involves protecting and distributing assets but also managing them in a way that enhances wealth. In Metro West Boston, trust agreements can be strategically designed to include diverse investment opportunities, providing long-term growth for your beneficiaries. Trusts can be structured to invest in local real estate, stocks, or even emerging industries that align with your values and expectations. This capacity to manage and grow assets within a trust enables a more dynamic and flexible estate plan that supports your broader financial strategy.


By incorporating investment strategies into your trust, you equip your beneficiaries with tools to sustain and multiply wealth over generations. Marsden Law P.C. offers guidance on structuring these opportunities within your trust, helping you decide how to balance risk and potential returns. Whether your focus is on capital preservation or aggressive growth, integrating investment strategies into your trust plan can significantly enhance its value and utility for future generations. This approach not only preserves your legacy but also ensures it thrives well beyond your immediate scope of influence.

Need a trust attorney? Protect your assets and resolve disputes with expert help. Call  508-858-5324 or contact us online today!

Frequently Asked Questions About TRUSTS and Estate planning

  • What Is the Difference Between a Will and a Trust?

    A will is a legal document that outlines how your assets will be distributed after your death. It must go through the probate process, which can take time and incur costs. A trust, on the other hand, allows you to transfer your assets into a fiduciary relationship, where a trustee manages and distributes your property according to your instructions, often avoiding probate and providing additional benefits like tax savings and asset protection.

  • What Is a Revocable Trust?

    A revocable trust is a type of trust that you can change or cancel at any time during your lifetime. It allows you to retain control over your assets, and, after your passing, it becomes irrevocable. Revocable trusts are commonly used to avoid probate and maintain privacy, and assets within the trust are typically taxed as part of your estate during your lifetime.

  • What Is an Irrevocable Trust?

    An irrevocable trust cannot be changed or revoked once it is established. While you give up control over the assets in this type of trust, it offers significant benefits, such as potential tax advantages, asset protection, and exclusion of trust assets from your taxable estate.

  • How Can a Life Insurance Trust Help My Beneficiaries?

    A life insurance trust helps ensure that the death benefit from your life insurance policy is distributed to your beneficiaries without being subject to estate taxes. This type of trust can also specify how the funds should be used, offering you greater control over how your beneficiaries receive the funds.

  • What Is the Benefit of Avoiding Probate?

    Avoiding probate is a key benefit of using trusts in your estate plan. Probate is a public legal process that can be time-consuming, costly, and invasive. By using a trust, your estate can bypass probate, ensuring faster, more private distribution of your assets and reducing administrative costs.

  • Can I Change or Revoke a Trust After It Has Been Established?

    It depends on the type of trust. With a revocable trust, you can change or revoke the trust during your lifetime. However, once an irrevocable trust is set up, you generally cannot alter or revoke it. This is why it’s essential to carefully consider the long-term implications before establishing an irrevocable trust.

  • How Does a Trust Protect My Assets?

    A trust offers several layers of protection, including shielding your assets from creditors, minimizing estate taxes, and ensuring that your beneficiaries receive your assets according to your specific instructions. It also helps maintain privacy, as trusts generally don’t go through the public probate process.

  • Can a Trust Be Used to Care for My Minor Children or Family Members with Special Needs?

    Yes, trusts can be used to provide for minor children or family members with special needs. Special needs trusts, for example, ensure that a beneficiary with disabilities receives financial support without jeopardizing their eligibility for government benefits such as Medicaid or Supplemental Security Income (SSI).

  • How Do I Know Which Type of Trust Is Right for Me?

    Choosing the right trust depends on your unique financial situation, goals, and concerns. A revocable trust may be suitable if you want flexibility and control, while an irrevocable trust might be ideal for tax reduction and asset protection. Our experienced trust attorneys at Marsden Law P.C. can help guide you through the options to determine which trust best aligns with your needs.

  • Are Trusts Relevant If I Don't Have Significant Assets?

    Even if you don’t have a vast estate, trusts can still provide significant benefits. Trusts are designed to manage how and when your assets are distributed, often preserving wealth by minimizing taxes and legal fees. They also ensure your intentions are executed, which can prevent disputes among family members. Additionally, trusts can support charitable causes or ensure funds are properly managed for minors or family members with special needs. At Marsden Law P.C., we help clients of all asset levels to understand the potential benefits of establishing a trust.

Contact Marsden Law call 508-858-5324 or contact us online to schedule a free consultation with a trust lawyer.

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