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Trust Review Workshops

The attorneys of Carrier Law are now providing Trust Review services. This workshop is an education meeting where you’ll discover options and make changes. Sign up now and join us!

Have you experienced any of these life changes?

If so, a review of your trust is in order.

  • Has it been more than 2 years since your Estate Plan has been reviewed by our office?
  • Have you experienced changes in your health?
  • Are you or a loved one in Hospice Care?
  • Have you bought or sold real estate since establishing your trust?
  • Have your finances changed? Have you received an inheritance, won the lottery or suffered a financial setback?
  • Do you want to change who makes your medical decisions if you are no longer able?
  • Do you want to change who oversees your finances?
  • Do you want to change distribution of assets?
  • Has there been a change in your beneficiary line up?
  • Is your Trust properly funded?
  • Have you experienced divorce or marriage?
  • Have you had children?
  • Have you started a new business?

Register Now!

Complete the form below to register for our Trust Review Workshop.

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Upcoming Workshops

Norton Shores | Wednesday, March 27th, 11am
Grand Rapids | Wednesday, March 27th, 4pm

The Benefits of a Family Trust

Avoiding Probate

Probate is the legal process in which a probate court will oversee the distribution of an estate’s assets.

Generally, it is desirable to avoid probate when possible. The process can sometimes be expensive, lengthy and it is also public. A big benefit of a family trust is that it allows you to pass assets to your relatives without going through probate. You will usually be able to have a faster, simpler, more private process.

Flexibility and Control

A family trust is extremely flexible and you will always be able to retain full control over it.

Life is unpredictable, and there is always a chance that your needs might change. An experienced estate planning attorney can help you quickly update the document whenever your needs change. There are no limits to the changes you can make to a family trust, so no to worry about making a permanent commitment when establishing a trust.

Limiting Estate Taxes

In some cases, a family trust may allow you to reduce your estate tax burden.

This depends entirely on your individual circumstances. If you have a substantial amount of assets, an experienced Michigan estate planning lawyer should always comprehensively review the tax implications of your situation.

Questions? Contact Us Today

If you would like to take charge of your family’s financial decisions today by hiring a trust attorney, Grand Rapids, MI based Carrier Law can walk you through the process.

For more answers to your questions contact us today!

(616) 361-8400

Two hours that can change your life.

Client Success Stories…

We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.

All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.

The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.

I was totally lost when my husband’s dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.

Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) – great experience. Thank you!

My husband and I just returned from your workshop in Portage…We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.

Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!

We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.

Our Promise: We do not share or sell your personal information. Privacy Policy.

“The Law Offices of David L. Carrier is an estate planning and elder law firm located in Western Michigan. Our main office is in Grand Rapids, and we have 3 other conveniently located offices in West Michigan. We specialize in medicaid crisis planning, estate planning, elder law, probate, wills and trusts.

Our Office Locations

Grand Rapids, MI

Norton Shores, MI

Holland, MI

Portage, MI

Practice Areas

Medicaid Crisis Lawyers

Estate Planning Lawyers

Elder Law Lawyers

Family Trust

Probate Lawyers

Trust Funding Center

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