Spiegel & Utrera, P.A. is a fully licensed law firm that delivers professional legal services at extremely affordable prices.
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On Monday, May 29th, OUR OFFICES WILL BE CLOSED for the Memorial Day Holiday. Memorial Day, is a day of remembrance for those who have died in our nation's service. Please use our online order form to place an order during closed business hours. Our offices will be open the following business day, Tuesday, May 30th. If you are a member of Spiegel & Utrera, P.A.'s General Counsel Club and need immediate business or personal legal advice, you can email email@example.com or call (800) 734-9900 during normal business hours.
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.
Trust Situs (Location)
The laws of the trust's jurisdiction, or situs, greatly affects the operations and taxation of the trust. Because of varying laws among states, the situs of the trust affects, among other things, the duration of the trust, the trustee's obligations to the trust beneficiaries, and the income tax obligations of the trust. Choosing the appropriate situs for a trust involves many factors. A big consideration when selecting a trust situs is whether the state has a personal income tax. Because of this, Delaware, Florida and Nevada may be first choices while California and New York may be unfavorable jurisdictions. Spiegel & Utrera, P.A. stands ready to help you. Click here to submit information about your individual situation and an attorney will contact you.
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.