Securing Your Legacy with Trusts in North Carolina

Trusts are indispensable tools in estate planning, offering advantageous financial benefits. But they aren’t just about distributing assets. They are a customized solution to promote your specific goals and future plans.

Our firm focuses on developing robust trust strategies that provide long-lasting solutions to benefit you and your loved ones for years to come.

You’re not getting a one-time transaction; you’re entering into a lifelong partnership sustaining your legacy.

Creating a Trust in North Carolina

Understanding the different trust types can be overwhelming. At Plekan Law, we guide you through creating a trust designed for your unique needs.

Whether planning for grandchildren or avoiding probate, we ensure you make informed decisions that serve your unique needs.

Some of the most common trusts include:

• Living Trusts
  These revocable trusts are Ideal for those seeking flexibility, allowing you to maintain control over your assets during your lifetime. You can modify or dissolve a revocable trust at any time, making it a popular choice for many.
• Irrevocable Trusts
  Once established, these trusts cannot be altered without the consent of the beneficiaries. Irrevocable trusts often serve to safeguard assets from creditors or help with Medicaid eligibility for long-term care needs.
• Charitable Trusts
  Geared towards philanthropy, these trusts allow you to donate to charities either during your lifetime or upon death, often with tax benefits.
• Special Needs Trusts
  These are designed to provide for a loved one with special needs, without jeopardizing their eligibility for government benefits.

At Plekan Law, we carefully structure trusts to ensure they meet all legal requirements for legality and effectiveness. By choosing to work with us, you’re investing in quality, precision, and highly personalized service.

We believe in doing more than just setting up a legal structure; we strive to understand your life goals, financial aspirations, and familial concerns.