Our team at Law Offices of David M. Schachter, LLC has 20 years of experience in writing solid and enforceable trusts. We take the time to talk to our clients and find out exactly what Estate Planning options our clients need. We do not upsell and we do not suggest tools the client does not need.
Life throws many obstacles and problems. There are tailor made solutions for every client. Some clients merely need a Last Will and Testament. Others need to protect real estate, investments, special needs children, and other assets. We can help you find the right solution to your unique situation.
We are very good at drafting custom trusts. We also help move assets into the trust and plan for the future. The elderly require protection from Medicaid's 60 month look-back. Parents with special need children require protection for their future. Couples with a diverse portfolio can benefit from avoiding probate.
We can find the right solution for you, draft it, help you initiate it. We can take care of it from A to Z.
We can price match. However, we do so much more for the fee with no add-ons or hidden fees.
Last Will and Testament, Healthcare Proxy, POA - for a couple
Instructions with maximum protection but simple estates.
This includes the EIN.
There is no such thing as one size fits all. All fees include the EIN.
Provide for children with Special Needs and Unique Requirements
Make sure large life insurance policies do not trigger estate taxes
Protect the elderly from undue debts to Medicaid. This price includes moving assets, healthcare proxies, Powers of Attorney, and consulting on assets and requirements.
These help provide for irresponsible or young beneficiaries.
The simplest trusts to avoid probate.
This trust is best for second marriages or blended families. It allows for the support of the spouse without allowing the remaining assets to be transferred or diverted from the intended beneficiaries.
There is a trust for that! Every situation has a trust that can accomplish your goals without diverting your assets or money to the government or unwanted beneficiaries. Know that your beneficiaries will be taken care of.
We work hard for our clients and them their peace of mind.
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