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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. 

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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.

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Client Success Stories

Very helpful. Staff genuinely cared about our needs.
Dan Clouser
October 26, 2022.
A delight to work with. Curran Estate Services are truly in the business of helping people!
Julie Krasley
September 29, 2022.
Very thorough. Friendly, compassionate, knowledgeable staff.
Ron Hirneisen
August 31, 2022.
5 Stars is not enough! If I could, I would give Curran Estate & Elder Law a 10-star review … and here is why: • They listen to you and your situation. The first question Sean asked me was, “How about we begin with you telling us about your family and the need for our services?” I had come to them as a caregiver for a spouse with a diagnosis of Alzheimer’s. Both of us were in need of Medical and Financial Powers of Attorney, Last Will & Testaments, and Living Wills. • They really do care about you and your family. The February day we were to meet with Sean to have the legal documents signed, a snowstorm began. Rather than have my homebound spouse go out in the weather, Sean, Lois, and Susan came to our home. The Curran Estate & Elder Law team takes a genuine interest in you. As we were going through the process of selecting persons to be our Powers-of-Attorney, the Curran Team wanted to know about each person we chose. • They know what they are doing. Sean and the Life Care Team reviewed our particular situation and made recommendations based upon our needs. They do not have a “one size fits all” approach to their work. • They communicate very well and explain things thoroughly. Each staff member is very good at explaining what each legal document means. • They completed the necessary work in a timely manner. In a surprisingly brief amount of time, we were notified that all the legal documents were complete and could be reviewed at our convenience. The Life Care Plan offers the expert services of the law firm plus a compassionate Elder Care Coordinator. I have leaned on the Elder Care Coordinator for helpful guidance and suggestions. I have received an immense amount of help from the Elder Care Coordinator when placing my loved one in various skilled nursing and memory care facilities. I am relieved in knowing I have the Elder Care Coordinator as a trustworthy guide through these days. For the last 18 months, by utilizing the services of Sean Curran and the Life Care Program Team, I have found relief and peace of mind in knowing that my loved one will be taken care of for the balance of her life. With gratitude, Rev. Paul L. Jones
Bahia Paw
July 20, 2022.
Fantastic top-notch law firm . They do professional and thorough work. They have fantastic and helpful work ethic. Great personalities and thoughtful. Our family feels protected and satisfied with the work Curran Law does. Thank you all.
james walker
May 31, 2022.
The entire Curran Estate and Elder Law team is fabulous! They are so kind, caring and patient. Not like your typical lawyers. Highly recommend them to help navigate the complex elder law and Medicare system.
Nancy Panza
May 10, 2022.
Suffering the loss of a loved one and having to deal with the probate process can be overwhelming. Gina was very professional and compassionate while helpng me through the process. What was becoming a nightmare for me was completely and quickly resolved. Everyone I came in contact with in the office was very kind and helpful.
Joanne Malys
May 5, 2021.
Sean deserves 10 stars ! But I can only give him 5 stars! He is caring & honest.. I am from out of state, and I needed help with elder care law concerning a family member. Sean returned all my phone calls and emails in a timely fashion. His prices were reasonable. I'd recommend Curran Estate & Elder Law to anyone who needs elder law services!
Ed K
March 18, 2021.
Extremely compassionate, knowledgeable and understanding during an extremely stressful, life changing event. Thank you for your patience and support.
M M
March 8, 2020.
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Reading, PA 19611

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