Looking for the Right Attorney to Create or Administer a Trust to Ensure Your Wishes Are Fulfilled, Avoid Probate Court and Hassles for Your Loved Ones?

Office in Palm City, FL

Serving Clients in the Martin / St Lucie / Palm Beach Counties and State-Wide in Florida

 

What Our Firm Does for You
  • Helps you to ensure that your spouse or significant other is taken care of in the event of your death or disability
  • Provides peace of mind by creating a comprehensive plan, a blueprint for your loved ones, that clearly states your wishes in writing – this way, you choose your beneficiaries and fiduciaries rather than letting the court system decide
  • Assists in properly structuring inheritances left to your loved ones so that the money is not spent frivolously and does not become prey to creditors/spouses/ex-spouses
  • Offers solutions that can minimize the chances of disputes between your spouse or significant other and your children
  • Saves your estate significant money and delay by allowing assets to pass outside of probate
Why Choose the Law Offices of John Mangan, P.A.
  • Highly reviewed online, and John is rated Excellent – 10.0, highest possible – by legal website Avvo
  • Customized plan for opening and administering the estate through completion as efficiently as possible
  • Billing arrangements agreed to up-front at time of engagement
  • Personalized attention from Attorney John Mangan with ready access to answer client questions and concerns throughout the process
  • Opportunity to work with a lawyer who strives to build long-term client relationships
  • Attorney John Mangan possesses not only a law degree, but also an M.B.A., which gives him a unique and valuable perspective when helping clients
  • John’s credentials include a B.A. from the University of Virginia; J.D. from Emory University; M.B.A. from Goizueta Business School at Emory University
  • John has been helping clients like you for many years, has seen many situations, and his experience allows him to provide you with an appropriate solution in an efficient manner while providing a high degree of personalized service
  • John is actively involved in the community and various business and philanthropic organizations

 

Reasons To Create or Update A Trust (Pre-Mortem / Planning) 
  • I want to avoid probate
  • I don’t want the state to take my money when I die
  • Children / beneficiaries need protection from themselves, e.g. frivolous spending, asset protection, bad marriage / ex-spouse
  • I don’t want my son / daughter-in-law to get their hands on my child’s inheritance
  • I have a blended family / 2nd marriage
  • Moved to Florida and want to update my trust to FL law
  • Estate tax concerns
  • Provide for a pet
  • I want to transfer my business to the next generation
  • I have a special needs child
  • I have charitable interests
  • Planning for large IRA
  • Asset protection concerns
  • High net worth
  • I have real estate outside of Florida

 

 Trust Administration (Post-Mortem / Situations)
  • My parent or loved one died owning a trust
  • I’m a beneficiary of a trust, receiving an inheritance
  • I was named trustee of a trust
  • A loved one died with debts 

 

About Trusts and Trust Administration

A trust is a legal arrangement where one person, as trustee, holds legal title to property for the beneficiaries. You can be the trustee of your own living trust which allows you to maintain control over the property contained within your trust. A living trust (aka “inter vivos” trust) is a trust that’s created while you’re alive. Different types of living trusts can help you reduce estate taxes and avoid probate, among other benefits.

The goal of a living trust is to effectively manage property during any period of incapacity and to eventually transfer property upon death (or hold within a continuing trust) to (or for) beneficiaries who are identified in the trust.

Trust administration refers to the trustees’ management of trust property according to the trust document’s terms for the benefit of the beneficiaries.

 

Questions or to Schedule a Meeting: CALL (772) 324-9050

 

Client Reviews

 

Disclaimer: The date information on the above reviews was current as of the date each review was posted to the page, which may differ based on today’s date.  Although we always strive for 100% client satisfaction, prospective clients should understand that the accounts above are specific to individual clients and are no guarantee of the same or similar results.

Click Here For More Reviews From Clients

 

Types of Trusts Our Firm Can Help You With:
  • Living trust
  • Revocable living trust
  • Irrevocable trust
  • Asset protection trust
  • Retirement trust
  • Inheritance trust
  • Charitable trust
  • Charitable remainder trust
  • Charitable lead trust
  • QTIP trust
  • Credit shelter trust
  • Exemption trust
  • Family trust
  • Marital trust
  • Bypass trust
  • Special needs trust
  • Supplemental needs trust
  • QPRT trust
  • GRAT trust
  • ILIT
  • Life insurance trust
  • Pet trust
  • QDOT
  • Qualified domestic trust
  • Generation skipping trust
  • GST trust
Move Forward and Get Peace of Mind Now:

I welcome your questions and want to understand your situation to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Call (772) 210-3986 with questions or to schedule a meeting. You may also simply fill out the form above on this page. Your form will be directly emailed to my office, and you can expect a reply within 1 business day and often within the same day. All information is strictly confidential.

Questions or to Schedule a Meeting: CALL (772) 324-9050