Another paramount reason,
ATTORNEY-CLIENT PRIVILEGE
to select Spiegel & Utrera, P.A.
Spiegel & Utrera, P.A. is a fully licensed law firm that delivers professional legal services at extremely affordable prices.

Asset Protection, Trusts and Wills

OUR GOAL—YOUR Complete Satisfaction and Understanding
Our goal is to provide each of our clients with as much information as possible about Asset Protection, Trusts and Wills. As you will see as you review the following material, there is a lot of information to digest and consider. Many legal aspects may be complex and confusing. We want you to know we are available to speak with you about any legal aspects of Asset Protection, Trusts and Wills at your convenience either over the telephone or in person at the Spiegel and Utrera, P.A., office nearest you. What do some of these terms mean? Click here for a Glossary. For answers to Frequently Asked Questions (FAQs) about Asset Protection, Trusts and Wills. Click here for FAQs.

Special Needs Trust

A Special Needs Trust allows individuals with physical or mental disabilities or an individual with a chronic or acquired illness, to have, held in Trust for his or her benefit, an unlimited amount of assets. In a properly-drafted Special Needs Trust, such assets are not included as assets for purposes of qualification for certain governmental benefits, such as Supplemental Security Income (SSI), Medicaid, vocational rehabilitation, subsidized housing, and other benefits based upon need. A Special Needs Trust provides for supplemental and extra care over and above that which the government provides. Let us draft this important document for you for $667.95. 

Memorandum of Special Needs Trust
A Memorandum of Special Needs Trust avoids disclosure and maintains confidentiality of the entirety of the trust instrument. This is useful for the transfer of property to the trust. Let us draft the Memorandum of Trust for you for $167.95.

Certificate of Special Needs Trust
A Certificate of Special Needs Trust avoids disclosure and maintains confidentiality of the entirety of the trust instrument. This is useful for the transfer of property to the trust. In addition, the Certificate of Trust includes an attorney attestation to certify the existence of the trust, which acts like a legal opinion. Let us draft the Certificate of Trust for you for $167.95.

Videotaped Memorialization of Execution of Special Needs Trust
The execution of your asset protection, trust and wills documentation will be memorialized by videotape. Such a precaution may avoid litigation when the validity of the documents and circumstances of the execution may be hotly contested by family members or other parties. All asset protection, trust and wills documentation scheduled to be executed at the offices of Spiegel & Utrera, P.A., must be videotaped. Multiple documents may be executed at the same time, but the process must be completed within a reasonable time not to exceed one hour. Protect yourself from exposure to costly litigation procedures for $499.95.

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Spiegel & Utrera, P.A.
MiamiTampaFort Lauderdale
1840 Coral Way
4th Floor
Miami, FL 33145
Toll Free: (800) 603 - 3900
(305) 854-6000
Fax: (305) 857-3700
Natalia Utrera, Esq.,
Managing Attorney
3623 West Kennedy Blvd.
Tampa, FL 33609
Toll Free: (800) 658-5900
(813) 871-5400
Fax: (813) 870-2500
William M Homsi, Esq.,
Managing Attorney
3526 North Federal Highway
Ft. Lauderdale, FL 33308
Toll Free: (800) 465-8500
(954) 630-9800
Fax: (954) 561-7900
Natalia Utrera, Esq.,
Interim Managing Attorney
OrlandoNew York CityLong Island
707 East Colonial Drive
Suite B
Orlando, Florida 32803
Toll Free: (888) 991-9700
(407) 898-5500
Fax: (407) 894-5700
William M. Homsi, Esq.,
Managing Attorney
1 Maiden Lane
5th Floor
New York, NY 10038
Toll Free: (800) 576-1100
(212) 962-1000
Fax: (212) 964-5600
Daniel S. Finnegan, Esq.
Managing Attorney
55 Jericho Turnpike
Suite 202
Jericho, NY 11753
Toll Free: (888) 797-6200
(516) 338-9100
Fax: (516) 338-9200
Daniel S. Finnegan, Esq.
Interim Managing Attorney
DelawareChicagoClifton, NJ
9 East Loockerman Street
Suite 3A
Dover, DE 19901
Toll Free: (888) 641-3800
(302) 744-9800
Fax: (302) 674-2100
Courtney Riordan, Esq.
Managing Attorney
123 West Madison Street
Suite 806
Chicago, IL 60602-4620
Toll Free: (888) 514-9800
(312) 443-1500
Fax: (312) 443-8900
Melody Ashby, Esq.
Managing Attorney
642 Broad St., Suite 2
Clifton, NJ 07013
Toll Free: (888) 336-8400
(973) 473-2000
Fax: (973) 778-2900
Michael L. Simon, Esq.
Managing Attorney
Los AngelesLas VegasAtlanta
4727 Wilshire Blvd.
Suite 601
Los Angeles, CA 90010
Toll Free: (888) 520-7800
(323) 936-3400
Fax: (323) 939-5600
Rahulan Kathir, Esq.,
Managing Attorney
1785 E Sahara Ave
Suite 490
Las Vegas, NV 89104
Toll Free: (888) 530 4500
(702) 364 2200
Fax: (702) 458 2100
Michael R. Carrigan, Esq.,
Managing Attorney
34 Peachtree Street NW
 Suite 1925
Atlanta, GA 30303
 
Phone:  404-329-1200
Fax: 404-329-4800
Tamara L. Klopenstein, Esq.
Managing Attorney
   
United KingdomGeneral Counsel Club® 
Spiegel & Utrera, Ltd.
"Your Gateway to Europe"

11 Murray Street, London NW19RE
Telephone: 011 44 207 284 3700
Fax: 011 44 207 284 3533
Toll Free: 0 800 917 1200
USA, Canada and Mexico
Toll Free: 1-800-546-5070
Fax: 0 800 169 2300
Russell D. Williams, Esq.
solicitorwilliams@spiegelutrera.co.uk
Managing Solicitor
www.spiegelutrera.co.uk
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Natalia Utrera, Esq.,
Managing Attorney
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Material presented on AmeriLawyer.com is intended for information purposes only. It is not intended as professional advice and should not be construed as such. The U.S. Treasury Department requires us to inform you than any information obtained from this website is not intended or written by our law firm to be used, and cannot be used by any taxpayer, for the purpose of avoiding any penalties that may be imposed under the Internal Revenue Code. Advice from our firm relating to Federal tax matters may not be used in promoting, marketing or recommending any entity, investment plan or arrangement to any taxpayer.

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