Advanced Trust Based Planning

Advanced Trust-Based Planning Services

Go ahead, make that promise,
we’ll help you keep it

Advanced Trust-Based Planning services start at $1750. Nantz Law’s proactive counsel & transparent pricing makes the estate planning process as affordable as it is efficient.

Estate Planning Reviews

Advanced Trust Based Planning Services

Advanced Trust-Based Planning encompasses various types of trusts and strategies tailored to meet more complex estate planning needs. These trusts are used for a range of purposes, from asset protection and tax benefits to special care for beneficiaries.

Estate Planning

Do it for you them peace of mind today peace of mind tomorrow

Advanced Trust-Based Planning Pricing

Advanced Trust Based Planning for Couples

$2500

Advanced Trust Based Planning for Couples

Protect your assets and loved ones with our trust-based estate planning document suite.

Includes:
1 Revocable living trust, jointly settled
2 Last will & testament
2 Durable power of attorney with healthcare provisions
2 Living wills
1 Asset & funding guide
1 Attorney review conference

Available for South Carolina couples

Rest Easy

Advanced Trust Based Planning for Individuals

$1750

Advanced Trust Based Planning

Protect your assets and loved ones with our trust-based estate planning document suite.

Includes:
1 Revocable living trust
1 Last will & testament
1 Durable power of attorney with healthcare provisions
1 Living will
1 Asset & funding guide
1 Attorney review conference

Available for South Carolina individuals
Rest Easy

Schedule your 1-on-1 Advanced Trust Based Planning Strategy

Next Steps

01

Fill out the form below

02

Select your appointment time

03

Pay for the $50 consulting fee

04

Show up for your online appointment & enjoy the extra peace of mind

Advanced Trust Based Planning FAQs

Advanced Trust-Based Planning involves creating legal arrangements where a trustee holds and manages assets on behalf of beneficiaries, offering benefits like asset protection, tax efficiency, and smooth succession.

In South Carolina, a Revocable Living Trust can be altered or revoked by the trustor during their lifetime, whereas an Irrevocable Trust generally cannot be changed once established, providing different levels of asset protection and tax implications.

Trusts can offer various tax benefits, including minimizing estate taxes, avoiding probate taxes, and in some cases, reducing income taxes. The specifics depend on the type of trust and individual circumstances.

Certain types of trusts, like Asset Protection Trusts, can shield your assets from creditors and legal judgments, but the level of protection varies based on the trust structure and state laws.

Trust-Based Planning can be instrumental in Medicaid Planning by legally protecting your assets, ensuring eligibility for Medicaid benefits while preserving wealth for your beneficiaries.

A Special Needs Trust is designed to provide financial support to a beneficiary with disabilities without affecting their eligibility for government benefits. It’s ideal for families with members requiring long-term special care.

A Charitable Remainder Trust allows you to receive income from your assets for a period, with the remaining assets going to a designated charity, offering tax benefits and supporting philanthropic goals.

A Trustee is responsible for managing the trust assets according to the trust terms, including making investment decisions, distributing assets to beneficiaries, and ensuring legal compliance.

A Spendthrift Trust restricts a beneficiary’s access to trust funds, protecting the assets from being squandered or claimed by creditors, and ensuring long-term financial stability for the beneficiary.

This depends on the type of trust. Revocable trusts can be altered or revoked, but irrevocable trusts are generally not changeable. Specific circumstances and state laws will dictate what modifications are possible.

Attorney Trey Nantz Managing Partner Nantz Law Firm
Carolyn Suhocki Attorney Nantz Law Firm

Advanced Trust Based Planning Advisors

Meet Your Estate
Planning Counsel

Learn more about managing attorney Trey Nantz and attorney Carolyn Suhocki. 

Estate Planning - Areas of Practice

Advanced Trust-Based
Estate Planning

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Advanced Trust-Based
Estate Planning

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