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Helping You Create An Irrevocable Trust

You don’t have to be wealthy to take advantage of the tax strategies available when you set up an irrevocable trust. Through an irrevocable trust, you have the option of placing financial assets into the trust for later years and future generations to take advantage of. As the name implies, you will permanently remove the assets from your personal ownership, while establishing control over how the trust is funded and assets distributed.

Preserving Assets And Qualifying For Medicaid And VA Benefits

By setting up an irrevocable trust, you can remove assets from your personal estate and put yourself in position to qualify for Medicaid and VA benefits. Federal and state government programs generally have a ‘look-back’ period of five or more years to determine when you set up the trust, so start your Medicaid and VA benefits planning early.

With two offices to serve you better, our attorneys and our staff provide comprehensive estate preservation, asset protection and Medicaid planning services for clients in the Dallas-Fort Worth Metroplex area and communities throughout North Texas. Call us toll-free at 800-569-2663 or contact our offices by email to arrange a free initial consultation with an experienced Dallas irrevocable trust lawyer today.

Depending upon your specific circumstances, there is an irrevocable trust that is right for you.

Options include:

  • Special-needs trusts: To set aside supplemental money for the care and welfare of a loved one with special needs.
  • Dynasty/grandchildren trust creation: To ensure your grandchildren and future generations will benefit from the proceeds of your financial legacy, under terms and conditions you establish for the distribution of assets.
  • Charitable trusts: To provide for continued funding of your religious affiliation or chosen charitable organization.

Mr. Livens is regularly scheduled for speaking engagements at professional legal conferences. Our firm is a member of WealthCounsel, ElderCounsel and the Academy of Special Needs Planners. We have earned a reputation for integrity, backed by exceptional client service and responsive communication. You will find our fee structure competitive and our billing policies clear and fair.

Putting A Lawyer To Work For You

From wherever you are in North Texas, call us toll-free at 800-569-2663 to discuss your circumstances. You may also use our convenient contact email form to arrange a free initial consultation at one of our two convenient office locations in Bedford and Addison. Se Habla Español.

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Estate Planning

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Asset Protection

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Special Needs Planning

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Medicaid and Elder Law

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Veteran’s Aid & Attendance

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Probate & Estate Administration