Nassau County Trust Attorney
A trust is an immensely flexible legal vehicle that can be used to achieve many different goals. A special needs trust can provide for the needs of an adult disabled child. A revocable living trust can enable you to avoid probate. A spendthrift trust can be used to safeguard family assets for the enjoyment of the beneficiary while moderating how and when those assets are used. There are many more possibilities that can enable to achieve specific goals.
At the Law Office of Roy A. List, we have extensive experience in the creation and administration of trusts. We can review your situation and discuss your options.
Contact our firm for a free initial consultation with attorney Roy A. List.
Creative Trust Solutions
Roy A. List has been providing estate planning and trust services to people on Long Island for more than thirty years. He has taught trusts at C.W. Post, Long Island University and conducted trust training sessions for the New York Society of Certified Public Accountants and the International Association of Financial Professionals.
As a teacher of trusts, Mr. List has a comprehensive understanding of trust law and the various trust forms which can accomplish specific goals. He knows trust law backwards and forwards - and has a working familiarity with all types of trusts including the most esoteric and rarely used ones.
These include:
- Supplemental needs trusts
- Life insurance trusts
- Medicaid planning trusts
- Bypass trusts (also known as "credit shelter" or "non-marital" or "B" trusts)
- Qualified terminable interest trusts (QTIP)
- Qualified personal residence trusts
- Grantor retained trusts
- Grantor trusts
- Charitable split interest trusts
- And others
Roy A. List will work closely with you to learn about your financial situation and your goals. Then he will match the right trust to your needs and advise you regarding the funding and administration of the trust.
Contact a Trust Lawyer Today
For a free consultation with the Law Office of Roy A. List, contact our firm.
