Search Site
Menu
Trusts

Experienced New Jersey Attorneys Create Secure Trusts

Comprehensive counselors help clients in the Woodstown area provide trusts for their loved ones

The experienced attorneys at Sherman Law Offices advise clients in the Woodstown area and throughout New Jersy on the best means to meet their financial and estate objectives, including the efficient distribution of assets and estate tax avoidance. Trusts are legal entities created to hold and transfer property. These instruments provide benefits such as shielding your financial assets from losses due to liability and taxation, so your heirs can keep more of what you pass down to them. Distributing assets via a trust can also keep the details of your estate confidential, unlike the public probate process that is used for wills.

Knowledgeable New Jersey lawyers design trusts tailored to your estate goals

There are several types of trusts, with each offering situation-dependent pros and cons. Our lawyers can help you select the type of trust instrument that addresses your legacy concerns. At Sherman Law Offices, we handle:

  • Revocable trusts — As the grantor of a revocable trust, you can retain control of your assets during your lifetime and may revoke or revise the trust at any time. Living trusts are a popular form of revocable trust.
  • Irrevocable trusts — Once you establish this kind of trust, its assets no longer belong to you, and you cannot amend the trust without your beneficiary’s consent. However, any appreciated assets in the trust are not subject to estate taxes.
  • Credit Shelter trusts — Also called bypass or family trusts, credit shelter trusts allow a grantor to place enough wealth in a trust for heirs so that the grantor can pass down the remainder of their wealth via a will that does not trigger an estate tax. The assets in the credit shelter trust are not subject to estate tax.
  • Generation-skipping trusts — Also called a dynasty trust, a generation-skipping trust enables a grantor to transfer a substantial amount of tax-free money to beneficiaries at least two generations below them. It can be an excellent way to provide a legacy for your grandchildren.
  • Qualified Personal Residence trusts — A QPRT prevents the value of a grantor’s primary residence or vacation home from being added to their estate. Establishing a QPRT may help avoid triggering the estate tax later on.
  • Irrevocable Life Insurance trusts — This type of trust removes a grantor’s life insurance from the taxable estate. It can help to leave a tax-free legacy to loved ones.
  • Qualified Terminable Interest Property trusts — A QTIP trust helps grantors in second marriages provide for the lifetime needs of a second spouse while preserving a legacy for children from the first marriage.
  • Special Needs trusts — If someone in your family has a disability or special needs, this type of trust can be used to help meet future financial needs.

Trusts are very flexible instruments. The lawyers at Sherman Law Offices can help you create one that addresses your unique estate planning needs. We also help our clients augment their asset protection by reviewing existing insurance policies and recommending ways to reduce exposure to liability.

Contact our skilled New Jersey trust and estate planning lawyers

Sherman Law Offices serves clients throughout New Jersy who wish to protect their assets with a trust. Call us at 856-769-5711 or contact us online to schedule a consultation at our Woodstown office.

Testimonials
  • "Bruce Sherman's services are of the highest quality and I strongly recommend his practice to anyone needing representation. Bruce and his staff are hardworking professionals that are focused on each individual case while making the client's experience positive during their time of need. It is not only because of their communication, responsiveness, quality of work, and value of service provided that I highly recommend Bruce and his staff, but also because of his attention to detail."

  • "Bruce Sherman is a very knowledgeable attorney, who made sure he had my best interest during the entire process. I am beyond proud of my representation. Mr. Sherman did exactly what I needed done and gave me the more than perfect results I requested. I highly recommend his services and will continue to use him as my attorney for years to come."

  • "Bruce is an excellent attorney--very thorough and on top of your particular situation. Would recommend him without reservations."

  • "Josh has painstakingly worked through our case and has gotten the results needed to protect our family. He is dedicated, meticulous, and patient. He spends many hours speaking with us, compiling information, and he makes the right decisions for our case. In the courtroom he is professional, knowledgeable, and direct. Our case is complicated however his level of expertise is getting the results needed for our family. I would highly recommend Josh to anyone. He has been an invaluable asset throughout this process."

  • "I have had the privilege of working with Josh Sherman on a legal case. Josh extrapolates the details in an organized fashion to develop a case in a timely and efficient manner. He provides case law that any judge would be compelled to uphold. Josh is not only an eloquent writer, but he is quick on his feet in the courtroom. Over the years, I have had to seek legal counsel. I wish I knew Josh then. I highly recommend Josh Sherman. He will take you under his wing and provide you with the best legal counsel."

Reviews and Ratings
  • lawyers
    5.0/5.0

    Working with The lawyer I had from Sherman law was the best decision I could have ever made We won my case and if I had to use Sherman law again I would

    Read more

    Client

  • lawyers
    5.0/5.0

    Sherman Law offices provided my family with an incredible experience during the transaction in purchasing my grandparents home. Mr. Sherman put our minds completely at ease taking care of all required paperwork and details needed to make the transact...

    Read more

    Client

  • lawyers
    5.0/5.0

    Bruce helped me greatly while I was executor for my mother's and father-in-law's estates within a couple of years of each other. His guidance was spot on and his dealings with the State of NJ in particular through a very confusing situation were take...

    Read more

    Client

  • lawyers
    5.0/5.0

    Bruce Sherman and his staff handled my matter with care and promptness, he explained with detail to make sure I understood my options. I would recommend the Sherman Law Firm.

    Read more

    Client

  • lawyers
    5.0/5.0

    Josh did a good job prioritizing complex distractions with relevant issues, and dealt with necessary issues swiftly and decisively. In my case divorce case, I had counsel representing my ex who did not negotiate in good faith. My ex had an unrealis...

    Read more

    Client

See all reviews

Sherman Law Offices

Woodstown Office

38 West Avenue, Route 40 Woodstown, New Jersey 08098
Phone: 856-769-5711, Fax: 856-769-5712

Mailing Address: P.O. Box 325, Woodstown, NJ 08098

Contact us

Quick Contact Form