Asset Protection, Trusts and Wills

OUR GOAL—YOUR Complete Satisfaction and Understanding
Our goal is to provide each of our clients with as much information as possible about Asset Protection, Trusts and Wills. As you will see as you review the following material, there is a lot of information to digest and consider. Many legal aspects may be complex and confusing. We want you to know we are available to speak with you about any legal aspects of Asset Protection, Trusts and Wills at your convenience either over the telephone or in person at the Spiegel and Utrera, P.A., office nearest you. What do some of these terms mean? Click here for a Glossary. For answers to Frequently Asked Questions (FAQs) about Asset Protection, Trusts and Wills. Click here for FAQs.

New York A/B Trust or Marital Exemption Trust Planning Collection

Our Best Value! For one low fee of $1099.95, you get:

  • An A/B Trust or Marital Exemption Trust Instrument,
  • A Memorandum of A/B Trust or Marital Exemption Trust to avoid disclosure and maintain confidentiality of the entirety of the trust instrument,
  • A Pour-over Last Will & Testament that will “pour over” assets and fund the A/B Trust or Marital Exemption Trust upon your death,
  • A “HIPAA” -- Health Insurance Portability and Accountability Act Release Authority (HIPAA Consent Document), and
  • A Healthcare Proxy that describes who will make medical decisions for you and to be a written indication of the types of medical treatments an individual wants to receive if he or she becomes ill and cannot communicate his or her wishes at that time.

Should you order these documents from Spiegel and Utrera, P.A., the documents will be complete and a draft of the documents will be conveyed to you for your review and make reasonable changes upon request.

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