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Trusts Attorneys in Berks County, PA

There are many estate planning tools that can help you plan for the future and exercise control over how your assets are distributed after your death. One of these tools is a trust. At Curran Estate & Elder Law, PLLC, our trusts attorneys in Berks County, PA, provide skilled and compassionate representation to clients throughout Berks County and neighboring counties.    

We help individuals and families determine the best tools to use in their estate plans and ensure that their trusts are properly set up. Our estate planning attorneys handle trust litigation and other types of trust-related matters, regardless of how complex they are. Get the guidance you need by reaching out to our team. 

Overview of Trusts   

A trust is a fiduciary agreement between a trustor and a trustee. The person who creates a trust is known as the trustor, while the trustee is a person/entity that holds and administers assets for the benefit of a third party (beneficiary). A trust document outlines the instructions for the management and distribution of assets held in a trust.  

Trusts can be categorized into revocable and irrevocable. Revocable trusts can be modified or revoked at any point during the trustor’s life. Irrevocable trusts, on the other hand, cannot be changed or revoked.  

Each type of trust serves a different purpose and has its own advantages and disadvantages. To be effective, a trust must be carefully drafted and implemented. You’ll need the assistance of a knowledgeable attorney to set up a trust that meets your specific needs and goals.  

The Process of Creating a Trust  

Setting up a trust involves the following steps: 

  1. Choose the right type of trust to meet your long-term goals and financial needs 
  2. Determine which assets to move into the trust 
  3. Name the trustee who will manage the trust 
  4. Create a trust document with the help of an experienced trusts attorney 
  5. Get the document notarized 
  6. Transfer assets into the trust 

A skilled trusts attorney will guide you through the process of creating a trust. An attorney will help you navigate the complexities of estate planning and protect your best interests when setting up a trust.  

Why You Need a Trust 

There are many reasons to create a trust. In fact, setting up a trust can be beneficial for all adults regardless of their age, the size of their estate, their wealth, and other factors. Some of the benefits of having a trust include: 

  1. Have peace of mind. With a trust, you can have peace of mind knowing that your assets will be distributed to beneficiaries according to your wishes.  
  2. Avoid probate. Assets held in a trust can bypass the time-consuming and costly probate process, which is one of the primary reasons people set up trusts.  
  3. Control how distributions are made. Having a trust allows you to control when, how, and to whom distributions are made. For example, a trust can include a provision instructing the distribution to be made when a beneficiary reaches a certain age.  
  4. Protect yourself in the event of incapacity. The trust document will allow your trustee to manage your assets in the event of your incapacity.  
  5. Privacy. Trust administration does not become a public record. Wills, which need to be probated, become a matter of public record.  

These are not the only benefits of establishing a trust. Having a trust can help you achieve many other goals. If you are considering creating a trust, our trust attorneys at Curran Estate & Elder Law, PLLC, can help. We are dedicated to helping clients make well-informed decisions when choosing the right type of trust, drafting a trust document, and selecting a trustee.  

Choosing a Trustee of Your Trust 

Before you begin choosing a trustee of your trust, you need to understand the duties of trustees. Some of the duties include observing the terms of the trust, distributing assets correctly and according to the trustor’s instructions, and managing the trust efficiently. Trustees hold trust assets for the benefit of a third party (beneficiary). Beneficiaries are individuals or entities named by the trustor who inherits the assets held in the trust.  

There are several things to consider when choosing a trustee: 

  • Time. A trustee should be prepared to devote a considerable amount of time to performing their duties and managing the trust. Acting as a trustee involves a lot of hard and time-consuming work.  
  • Trustworthy. When choosing a trustee, it is critical to find someone who is honest, trustworthy, and responsible.  
  • Expertise. It makes sense to choose someone with expertise or at least someone who would be willing to work with a skilled attorney to help them avoid errors when managing trust assets and making distributions.  
  • Cost. In most cases, trustees are entitled to payment for performing their duties. How much you are willing to pay should also be considered when choosing a trustee of your trust.  

You will have to make many tough decisions when creating a trust besides choosing a trustee. Reach out to a skilled attorney to help you navigate the process and protect your best interests.

trust attorney

Trusts Attorneys Serving Reading, Pennsylvania

If you have assets you want to protect, consider setting up a trust. Our team of trust attorneys at Curran Estate & Elder Law, PLLC, can help you understand your options and plan for the future. We provide a full range of estate planning services, including those related to trusts. If you live in Berks County or anywhere else in Pennsylvania, schedule a case evaluation with our trust attorneys by reaching out to our office.

A Team That Truly Cares

Our attorneys take pride in helping you make the right decisions for your family and your future.

Schedule time to Talk with our Team Today

Client Success Stories

This law firm helped our family with a complicated situation of one parent in a nursing facility and the other parent living at home. Thank you so much for your help and compassion..
Maidmariondesign
Maidmariondesign
January 6, 2024.
I can not say enough about how thankful my brother and I are for the help we have received from Susan, Lois and Sean for our elderly Aunt. When we first met with them, our Aunt was in the process of moving from an independent living situation into personal care. To our dismay, the care she received after this move was extremely inadequate and bordered on neglect. Susan spent hours helping us find and set up appointments with several other personal care facilities and we were able to move her within a week and a half. Once she was settled in, Lois worked with our Aunt to make sure her will and living will were up to date. Susan and Lois were so caring and patient with both our Aunt and ourselves, they made a very stressful situation much easier to handle. Sean has also been a huge help as we navigate selling our Aunt's property. We have been extremely satisfied with all aspects of guidance and services provided for the care of our Aunt.
Tammy Taylor
Tammy Taylor
December 12, 2023.
Recently, I had some concerns around elder law and Sean walked me through of all them, in detail, and helped me understand what to expect in coping with the cost of providing care to an aging parent. The matter was handled with the utmost empathy and professionalism and I would highly recommend their offices to anyone.
Olivia Jaindl
Olivia Jaindl
December 6, 2023.
I cannot express how grateful I am to Rose and Angela for all of their hard work during the estate/probate process! They were so diligent yet caring, professional yet approachable. They were always there for questions - of which there were many - and concerns. This is the team of wonderful ladies you need to help with your estate planning and probate - HIGHLY recommend them!
Kelly Carbonara
Kelly Carbonara
November 13, 2023.
The staff is always extremely pleasant and helpful. Rose Kennedy does a fabulous job of taking the time to explain everything, more than once if need be, and willing to answer any questions.
Lisa Care
Lisa Care
September 1, 2023.
They were very kind and helpful to my brother and me. They took the time to review our situation and offered us options. Highly recommend their services!!! Thanks. 😎
Kurt Manderbach
Kurt Manderbach
September 1, 2023.
This lawfirm is excellent. They are so knowledgeable and experienced in estate planning. Sarah at the front desk is responsive, welcoming and helpful. Rose Kennedy is a top notch attorney with a strong attention to detail, very knowledgeable in her field, great at presenting information in an easy to understand manner and very compassionate. We highly recommend Curran.
Leo and Lily
Leo and Lily
August 22, 2023.
When my father passed away in March 2022, I had never lost an immediate family member, and I was unprepared for the deluge of paperwork that followed. I also was not prepared for the way that grief would make simple things extra difficult. Luckily, my dad had set up a trust with Sean Curran’s guidance in 2016. It not only protected his assets, but it allowed us to work with Rose Kennedy and Angela Young for the estate administration. I truly do not know what we would have done without the kindness and guidance of Rose and Angela. I will never forget talking with Rose from the bathroom of my dad’s hospice room. It was far past office hours, but she was calmly determined to help me understand what steps I needed to take next. She even texted me after the call with detailed instructions in case I was unable to remember because of my emotional state. My gratitude for her compassion and patience continued to grow throughout the following year as she and Angela continuously went above and beyond to help us with every challenge that arose as we sold our dad’s house, filed inheritance taxes, and encountered numerous other tasks that I never could have figured out without their step-by-step guidance. I will always have a special place in my heart for the calmness that Rose and Angela brought me throughout the overwhelming and emotional process of losing a parent. Every person I’ve encountered at Curran Estate and Elder Law has been professional, helpful, and kind. I can’t imagine going through this process without their support and wisdom. Thank you!
Cindi Delinsky
Cindi Delinsky
July 29, 2023.
Curran Estate & Elder Law handled my fathers estate for me. They were incredibly helpful and answered all of my questions. I did very little, everything was completed by them. I would strongly suggest if your looking for an Attorney to handle your parents affairs, give Curran Estate & Elder Law a call!
KIM STRICKER
KIM STRICKER
July 26, 2023.
I would highly recommend Curran Estate Elder Care. They guided and helped with our estate planning, protection of assets, writing of our wills, power of attorney documentation and also care management for my spouse. They offer a great support system. Great people to work with.
Lil Myers
Lil Myers
July 20, 2023.
Curran Estate & Elder Law, PLLC

1212 Liggett Ave.
Reading, PA 19611

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