Weinstein & Randisi
Toll free:800-768-1780

Resize the Content Text

Using a trust to accomplish estate planning goals

When most people think about estate planning, a document known as a last will and testament comes to mind. While a will is certainly a central and essential component to any comprehensive estate plan, there are a number of other important estate planning documents that can provide numerous advantages, protections and benefits.

Individuals who take the time to consider and plan for how their assets will be distributed after death want to ensure that the maximum amount of wealth is passed on to future generations. Trusts are an estate planning tool that can be used to accomplish a variety of financial goals.

For example, wealthy individuals may use a trust to avoid paying estate taxes. Additionally, a trust may be used to provide financially for a loved one with special needs while still protecting their eligibility for disability benefits.

Trusts can also be used in cases where a beneficiary may be too young or irresponsible to inherit a lump sum of money. In these cases, a trust can be established under strict provisions to provide for the basic needs of a beneficiary until they reach a certain age or for a certain number of years.

As with most estate planning matters, the type of trust or trusts an individual chooses can and should be specifically tailored to specific needs and goals. An attorney who is experienced at handling estate planning matters and trusts can answer questions, provide advice and assist in ensuring trusts are established in a way to accomplish agreed upon goals.

Source: Post Crescent, "Do you need a trust? It depends on your estate," Carissa Giebel, Nov. 2, 2013

No Comments

Leave a comment
Comment Information
  • I wanted to write to say how pleased my wife and I were at your professional handling of our estate planning and preparation of new wills. We were put at ease by your visit to our home for an interview and were pleased that you listened to us and captured the things that we felt were important.

    --Robert and Christine Simonson, Fairport
  • In order to finalize the documents we came to your office and were greeted in a very professional manner and we could not have asked for finer service. We left with copies of everything we needed and feel very confident our needs have been met. Thanks again. We will surely recommend you should the opportunity arise.

    — Christine and Robert Simonson, Fairport
  • I have been working with Weinstein & Randisi for about two years now. Elizabeth Randisi, through a very thorough process, has helped my wife and me determine what is really important in our lives. Thus, we were able to draft a living will that reflected our most important values regarding our estate.

    --David and Ajia Cherry, Fairport
  • I would like to give a testimony for Elizabeth Randisi, an estate attorney with Weinstein & Randisi. Her knowledge of wills and estate planning was clearly demonstrated in her presentation to us. Realizing our need for a will, my husband and I went to see Elizabeth.

    --Kathy and Gary Gray, Webster
  • Filing for Medicaid is never an easy or fun process. However, working with the Weinstein & Randisi firm made the process simple and streamlined. We were able to obtain all files and records regarding Medicaid enrollment within a few days using specially prepared checklists and verbiage recommended by our assigned paralegal.

    --Ajia and David Cherry, Fairport
Awarded Top 50 Estate Planning Blog
Email Us For a Response

How Can We Help You?

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Blog Feed


Weinstein & Randisi - estate planning

290 Linden Oaks, Ste. 200
Rochester, NY 14625

Toll Free: 800-768-1780
Phone: 585-310-1578
Rochester Law Office Map


Call us now for a free, 100% confidential consultation: