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(407) 574-8125

Orlando Area Trust Creation Attorney

Looking for the Right Florida Trust Creation Lawyer to Help You Decide Upon, Create a Trust to Protect Your Assets, Preserve Your Wealth, Ensure Your Wishes Are Fulfilled, and Avoid Future Hassles for You and Your Loved Ones?

Why Choose Family First Firm?

  • Confidential Case Assessment – During your confidential assessment, we will listen to you and help you determine your next steps.
  • Highly Reviewed & Rated – Superb 10.0 rating on respected legal site AVVO, 5-star rating, with over 200 reviews on Google. See some of our reviews below.
  • Focused Legal Practice – Our firm focuses on Elder Law, wills, estate planning, elder law, asset protection, long-term care plans, and closely related areas.
  • No Hidden Fees – Know the costs before starting (in most situations).
  • Experienced – In our over 10 years in business, we’ve helped hundreds of families protect their legacy and plan for their future.
  • Custom Plans and Solutions – You and your family are unique. That’s why we don’t use fill-in-the-blank form documents. Your plan is YOUR Plan. Together we create plans that best fulfill your dreams and goals.
  • Highly Responsive – We strive for “freaky fast” returned client calls. No going dark or waiting days to hear back.
  • Proactive Approach – We help clients to prevent legal problems and mistakes before they happen.
  • Client Education Focused – You’ll get a clear & concise understanding of each step in the process.
  • We’re Here For You Afterwards – After creating your plan, we periodically check in with you and keep you informed and can meet to review changes in your assets, situation, or wishes.

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Irrevocable Trusts in Florida

An irrevocable trust in Florida is an agreement among a settlor, trustee, and beneficiaries that cannot be revoked or amended. The trustmaker, or settlor, cannot take back property they transfer to an irrevocable trust. An irrevocable trust allows the person who creates the trust, the settlor, to manage their assets while avoiding probate and providing asset protection from future creditors. A Florida irrevocable trust can also help reduce estate taxes for those subject to the federal estate tax. Irrevocable trusts also protect the deceased estate from the creditors of their beneficiaries.

How Many of These Life Situations and Goals for a Trust Apply to You?

  • I don’t want the state to take my money when I die
  • I have a blended family / 2nd marriage
  • Asset protection concerns
  • I have real estate outside of Florida
  • High net worth/wealth preservation
  • Children/beneficiaries need protection from themselves, e.g., frivolous spending, bad marriage/ex-spouse, creditors, litigation, etc.
  • I want to transfer my business to the next generation
  • I want to avoid probate court or minimize probate
  • I don’t want my son/daughter-in-law to get their hands on my child’s inheritance
  • I moved to Florida and want to update my trust to fit Florida Law
  • Estate tax concerns
  • I have a special needs child
  • Provide for a pet
  • I have charitable interests

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If I Make a Living Trust, Do I Still Need a Will?

Yes. We draft pour-over wills that put anything that isn’t in your trust into the trust. As you go through life, you may forget to title assets, or well-meaning bank clerks can undo work towards funding your trust. For this reason, a pour-over will is a catch-all to ensure that any assets that aren’t in the trust get put into it. Our office can also assist in your catch-all will creation.

Reasons to Create a Revocable Living Trust in Florida

  • Avoid probate court
  • Avoid guardianship court
  • Give you control after death
  • Avoid guardianship court for minor children
  • Asset protection for your beneficiaries
  • Protection for individuals with special needs

Client Reviews – Family First Firm

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Actual Words Clients Have Used to Describe Us and Their Experience

“I will recommend this firm to all my friends and clients,” “Family First Firm is top notch!,” “every single staff member is brilliant, kind, and caring,” “Geoff Hoatson is the real deal and treats his clients and colleagues with professionalism and compassion,” “The firm fosters a culture of respect and diligence combined with a fun and pleasant environment,” “extremely helpful and made a number of highly useful suggestions,” “I would absolutely refer my friends to this firm in the future,” “Family First has been my go to for any matters outside my scope of practice specifically elder law affairs,” “I’ve heard nothing but positive feedback from their experience with their services,” “Family First is dependable, responsive, professional and always willing to help even with the most complex cases,” “Family First is an Elder Law Firm we without any hesitation can certainly trust and refer our residents and family members,” “They, at all times, provide everlasting support to our Nursing Home Residents in an always understanding and supportive charisma,” “This group has been such a blessing to our family,” “very professional, knowledgeable, honest and above all caring throughout our journey,” “If you need assistance with Medicaid, call immediately,” “Family First Firm is THE BEST at Medicaid qualification, guardianship and all estate or financial planning for seniors!,” “I cannot praise them enough for what they do,” “professional, passionate, compassionate and knowledgeable,” “a great team of folks that really go above and beyond for their clients,” “Family First Firm and everyone who works there are totally outstanding,”

If these qualities are what you are looking for in a law firm, then contact us to see how we can help you and your family.

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Professional Associations

Our Location

We help families locally within or near the Orange County Area.

Locally we serve Orlando, Winter Park, Altamonte Springs, Maitland, Longwood, Apopka, Lake Mary, Clermont, Deland, Kissimmee, Windermere, Oviedo, Winter Springs, Groveland, Casselberry, Celebration, Lake Nona and many other locations.

What To Do Now:

We welcome your questions and want to understand your situation to help you move forward and achieve peace of mind from having everything done properly and efficiently. Don’t let everything you’ve worked for just slip away due to a lack of proper planning. Invest the time now to learn your options by speaking with us and making the choices that best protect your legacy and wishes. Call us for one-on-one assistance at (407) 574-8125 with your questions, a description of your situation, or to schedule a consultation. You may also simply fill out the form above on this page. Your form will be directly emailed to our office. You can expect a reply within 1 business day and often within hours the same day. All information is confidential.

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Our Locations

Orlando Office

Family First Firm - Medicaid & Elder Law Attorneys

1901 W Colonial Dr,
Orlando, FL 32804

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Altamonte Springs Office

Family First Firm - Medicaid & Elder Law Attorneys
By Appointment Only

715 Douglas Ave Suite# 40,
Altamonte Springs, FL 32714

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The information you obtain at this site is not, nor is it intended to be, legal advice.
You should consult an attorney for advice regarding your individual situation. Contacting us does not create an attorney-client relationship