Trusts
Flexible Estate Planning That Protects Your Wishes
A trust is a powerful legal tool that lets you transfer property to your loved ones without the delays and publicity of probate. It also gives you more control over how and when your assets are distributed-whether during your lifetime or after you pass.
At The Law Offices of Michael M. Kaplan, we help individuals and families create customized trusts tailored to their needs. Whether you want to protect your home, support a child with special needs, or ensure privacy in your estate, we'll help you build the right trust with confidence.
A Trust May Be the Right Fit for You
Trusts aren't just for the wealthy. In fact, many Massachusetts families use trusts as a practical way to avoid probate, simplify asset transfers, and provide peace of mind.
Attorney Michael Kaplan will explain your options in plain English-revocable vs. irrevocable trusts, living trusts vs. testamentary trusts-and help you decide what's right based on your goals, family dynamics, and assets. We'll also make sure your trust works with your will, powers of attorney, and healthcare directives for a complete estate plan.
Common Questions About Trusts
What's the Difference Between a Will and a Trust?
A will only takes effect after death and usually goes through probate. A trust can hold assets during your lifetime and pass them directly to beneficiaries without court involvement. Many clients choose to have both.
Who Controls the Trust?
You do-at least in a revocable living trust. You serve as trustee and manage your property while you're alive. You also name a successor trustee to step in if you become incapacitated or pass away.
What Can Be Put Into a Trust?
Almost any asset can be placed in a trust-your home, bank accounts, investment portfolios, life insurance, and more. We'll walk you through what to include and how to properly transfer ownership into the trust.
Can a Trust Help Avoid Estate Taxes?
For high-value estates, certain types of trusts can help minimize or avoid Massachusetts estate taxes. We'll explain your options and refer you to a tax professional if needed.
What Is a Pour-Over Will?
A pour-over will works alongside your trust to "catch" any assets not formally placed into the trust during your lifetime. It ensures all your property ends up in the trust and is distributed according to your instructions.
If you're looking for control, flexibility, and privacy in your estate plan, a trust may be the right solution.
Ready to Talk?
Call (508) 473-1161 today to schedule a consultation. We'll help you explore whether a trust makes sense for your situation and create a plan that reflects your values and protects your future.