Premium Trust Protection Plan
Complex families, larger estates, and unique Florida assets require more than the basics. The Premium Trust Protection Plan is designed for those with blended families, multiple properties, business interests, or special beneficiary needs. Our team crafts advanced, fully funded trust strategies for lasting legacy, multi-generational protection, and complete peace of mind.
Who Needs a Premium Trust Plan?
- Families with children or grandchildren from multiple marriages
- Business owners and professionals with succession or liability concerns
- Owners of multiple properties or out-of-state assets
- Families with special needs beneficiaries or spendthrift protections
- Those wanting to plan for incapacity, long-term care, or Medicaid/VA eligibility
What's Included
Custom revocable or irrevocable living trust (as needed)
Pour-over will
Durable power of attorney
Health care surrogate and advance directives
Trust funding coordination for all real estate, business, and financial assets
Assignment of business interests and personal property
Legacy and charitable planning as desired
Ongoing attorney support for life updates and changes
Planning for Life Changes
Life happens - marriage, divorce, a new home, a new business, a new grandchild, a cross-country move. Our premium plan includes a pathway for
ongoing updates and fast revisions, so your plan keeps pace with your family and goals.
Advanced Protection Features
- Asset protection for high-net-worth and vulnerable beneficiaries
- Multi-generational trust provisions
- Planning for incapacity and long-term care (tie-in to Elder Law: https://www.depaz.law/practice-areas/elder-law)
- Business succession planning and buy-sell agreements
Proof Points
- 10+ years, thousands of complex plans delivered
- Award-winning team and glowing reviews (carousel)
- Team-based attorney support
- Local, Florida-specific focus - no "one size fits all" plans
What to Bring to Your Consultation
- List of assets and properties
- Existing estate planning documents (if any)
- Family or business structure info
- Your primary goals and concerns