A Living Trust, if properly written and funded, can also be used to direct what should happen to your property, not only in the event of your death , but also in the event of your disability. It is important to note that while alive, you remain in control and can change the Trust at anytime. Upon disability, you can plan for who will take care of you and your Trust assets so that you can avoid having to set up a G auardianship. Upon death, a Living Trust and all the assets within it avoid probate, a legal proceeding which is costly, time consuming and a matter of public record. A Living Trust is also a very efficient way to do tax planning to ensure that you (and your spouse) pass assets in the most tax-efficient manner to your beneficiaries. However, a Living Trust is only effective if it is properly funded (all assets are titled in the name of the Trust or beneficiary designations point to the Trust).
There are many other Trusts as well that allow you to pass assets in a tax-efficient and asset-protected manner to your beneficiaries. Our lawyers are pleased to offer legal advice in all aspects of Trusts. We understand that every client’s goal is to ensure that personal and financial affairs are appropriately handled upon death or disability.
David Wolf is an excellent attorney. He is my FIRST call when a problem arises. He has represented me on a few matters and guided me on others. He is responsive, professional, and compassionate. If you want a down to earth attorney who will fight for your rights, David Wolf would be a good choice for you. - Karen E.
I am writing to recommend David as counsel. Our grand daughter was injured in a family daycare and during a very difficult time David provided sound advice even when we were unsure of where to turn. David is sincere in desire to help others, is thorough in his explanation of complicated issues and is personable besides. Thanks for reaching out to us, David. We will forever be appreciative. - Mary
I called Mr. Wolf to consult him about a settlement that was being offered to me due to an auto accident. He took the time to answer all my questions in a kind and honest way, so I decided to let him handle the case. I am very happy I did. He is very nice and professional, and promptly answers emails and calls. I highly recommend Mr. Wolf. - K.H.
David is well recognized in the Jacksonville community as tireless advocate for his clients. I would recommend David and his firm for those who have been injured or harmed by the carless of negligence of others. - Ben Whitman
David Wolf was able to resolve my situation quickly and efficiently. He is a professional attorney who is not only extremely knowledgeable but also kind and considerate. He took the time to assure me of the results and put my mind at ease. I would recommend him highly and would only retain him for other legal services. - Elyse
We serve the following localities: Clay County including Green Cove Springs, Lakeside, Middleburg, and Orange Park; Duval County including Atlantic Beach and Jacksonville; Nassau County including Callahan, Fernandina Beach, and Yulee; and St. Johns County including Fruit Cove, Palm Valley, Ponte Vedra Beach, St. Augustine, and St. Johns.