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LGBT Revocable Living Trust

Gay, Lesbian, Same-Sex Couples, Unmarried Couples, Trusts

A Revocable Living Trust is a legal document you create while you are alive, and is an effective method of avoiding probate.

A revocable living trust allows you to name yourself as the initial trustee, and name another person to serve as successor trustee, in the event of your death or incapacity. You name your beneficiary or beneficiaries and you dictate how the successor trustee is to manage and distribute your assets upon your death.

As the trust is revocable, you maintain control over the assets in the trust during your lifetime. You can spend, sell, or give away trust assets as well as end the trust at any time you want. When you die, the successor trustee either continues to manage your trust assets or distributes the trust assets to your beneficiaries, per your instruction.

You “fund” a trust by transferring title to assets (bank accounts, real estate . . .) into the trust, thereby removing those assets from your probate estate.

Preparing a Revocable Trust in addition to a Florida Will is important if you are gay, lesbian, or are in a same-sex relationship.

  • A living trust allows for the smooth, inexpensive transfer of assets after death, without the need of the court supervised probate process.
  • A living trust, unlike a will, is less likely to be challenged by disgruntled family members and/or others. Courts are less likely to invalidate a trust since you put it into place and lived with it during your lifetime.
  • A living trust, unlike a will, does not become public record and remains private.
  • A living trust gives you the option of keeping the assets in trust for your beneficiary(ies) rather than distribute them outright.
  • A Living Trust should be used with a Florida “Pour Over” Will. A pour over will causes any asset or property which has been left out of the trust, to pour over into the trust after you die.

If you think a Revocable Living Trust may be appropriate for you, and would like to discuss establishing one, CONTACT US by email or call us at 904-685-1200 to schedule an appointment.

Client Reviews
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After years of trying to protect my assets from creditors, I was shocked to find out that my assets were unprotected in ways I had never considered. Not only had I placed my assets at risk from my mother's creditors, but I had placed my assets at risk from other family members who were intent on manipulation. When my mother died, I discovered that a family member had changed my mother's estate planning documents. Mr. Goldman and his team were able to explain what went wrong and successfully defended my position in court. During the case, I learned that I could have had much better protection from family and creditors, thus avoiding years of litigation and undue familial stress. When it comes to protecting your assets and your family, I would highly recommend hiring Mr. Goldman and his team. Bill H.
★★★★★
As a real estate agent, I have been involved with many property transactions where I needed a probate attorney to help facilitate the transaction. I have used the services of Mr. Goldman and his staff over the last several years and continue to use them on a regular basis. His office has been able to navigate the court system and help estates sell their property quickly and efficiently. In addition, Mr. Goldman can help real estate investors structure trusts to protect their assets from creditors. Michael Starling
★★★★★
She’ll help you save money and time! I spoke to Holli today to help with a traffic violation and she was nothing less than amazing! She replied to all of my emails in a timely manner and insured that i was well aware of all of my options. I will be reccomending Holli to anyone i know that needs legal care! Thank you so much for having patience and taking the time to genuinely help me. The best part about it is that her advice saved me a ton of money because i spoke to a different lawyer from another law firm and they tried to make me pay $1250 without even asking about my case. Thanks again Holli, you’re amazing! Theara
★★★★★
Result better then we could have asked for. Holli Dean Is the Best Lawyer you could ask for. She will go above and beyond for you case, She Cares about your children and their safety . She has this calm about her that even when you are a nervous wreck makes you feel better. She is one and a million and we are so beyond blessed that she has be here for us. I wouldn't trust anyone but Holli. Dale
★★★★★
This office is fantastic. I was faced with a horrible situation and this office helped to put an end to the untenable situation. Ms. Kendal Schoepfer was always available before, during, and after office hours to answer any questions that I had. I highly recommend this law office to all. Tisha Brown
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