Trust Formation

Establish Your Trust, today

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we’ll help you keep it

With proactive counsel & transparent pricing, Nantz Law is committed to making trust formation and estate planning as affordable as it is efficient.

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Trust Formation Services

Estate Planning

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Trust Formation FAQs

A Trust is a legal arrangement where a trustee holds and manages assets on behalf of beneficiaries. In South Carolina, trusts are used for estate planning, asset protection, and tax planning.

Benefits include avoiding probate, maintaining privacy, potentially reducing estate taxes, protecting assets from creditors, and providing for managed distribution of assets to beneficiaries.

Common types include Revocable Living Trusts, Irrevocable Trusts, Charitable Trusts, Special Needs Trusts, and Spendthrift Trusts, each serving different estate planning needs.

Consider your goals, such as asset protection, tax planning, or providing for a family member with special needs. A South Carolina estate planning attorney can help tailor a trust to your specific situation.

A Revocable Trust can be altered or revoked by the grantor during their lifetime, whereas an Irrevocable Trust generally cannot be changed once established, offering different levels of control and tax benefits.

Assets held in a Trust are not subject to probate, as they are legally owned by the Trust and not the individual, allowing for direct transfer to beneficiaries upon the grantor’s death.

Certain types of Trusts, like Irrevocable Life Insurance Trusts, can help reduce the taxable estate, potentially lowering estate taxes owed upon the grantor’s death.

A trustee can be an individual or a financial institution. They are responsible for managing the Trust’s assets according to the terms of the Trust, including investment decisions and distributions.

Setting up a Trust involves defining your goals, choosing the type of Trust, selecting a trustee, and drafting and executing the Trust document, typically with the assistance of an attorney.

A Special Needs Trust provides financial support for a beneficiary with disabilities without affecting their eligibility for government benefits, ensuring they have the resources they need without jeopardizing crucial assistance.

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

Trust Formation Advisors

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Planning Counsel

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

Estate Planning - Areas of Practice