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Clearwater Trust Administration Lawyer

Trusts offer a number of advantages, including in terms of their ability to protect assets from excessive tax obligations, privacy and lower costs compared with probate. But, trusts are not without the need to be administered when one trustee passes on.

It can be imperative to your ability to continue to protect the assets within the trust that you have the guidance of an attorney who is knowledgeable in trusts and their administration.

AV Preeminent* rated, Master of Laws in Elder Law, member of the National Academy of Elder Law Attorneys (NAELA), member of the Academy of Florida Elder Law Attorneys (AFELA)

At The Charles Law Offices, our Clearwater trust administration attorney understands trusts and can help you successfully administer a trust. We know that the administration of a trust can be overwhelming. Our firm is here to help you successfully fulfill all of your legal obligations as well as your responsibilities to the beneficiaries of the trust.

Our goal is to grant our clients the peace of mind that their trust is being taken care of.

Without proper administration, a trust runs the risk of being unnecessarily exposed to such tax liabilities as:

  • Estate tax or Inheritance tax
  • Income tax
  • Capital gains tax

Let us help you preserve the assets that are currently being protected in a trust.

Contact a Largo AB Trust Attorney at The Charles Law Offices

If you are facing the responsibilities of administering a trust such as a credit shelter trust or an AB trust, we can help you face that role and its challenges with the confidence that comes from working with a firm you can rely on. At The Charles Law Offices, we take pride in the level of support we provide to our clients. To schedule a free initial consultation with our Florida lawyer, call 727.475.6340, toll free at 866.607.6531 or simply contact us online. We accept credit cards for our clients' convenience.

Offices in Clearwater - Largo - St. Petersburg

*AV Preeminent and BV Distinguished are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the bar and the judiciary. Martindale-Hubbell ratings fall into two categories: legal ability and general ethical standards.

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NAELA.  National Academy of Elder Law Attorneys, Inc. Member.  Peer Review Rated for Ethical Standards & Legal Ability.  AV Preeminent.  Martindale-Hubble from Lexis Nexis 2011.  Susan M. Charles Ask Attorney Susan M. Charles, J.D., LL.M.

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Phone: 727.475.6340
Toll Free: 866.607.6531
Fax: 727.683.1484

Clearwater Office
Plymouth Plaza
26750 U.S. Highway 19 North
Suite 110
Clearwater, FL 33761
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Largo Office (Main Office)
Wells Fargo Building
801 West Bay Drive
Suite 518
Largo, FL 33770
Map and Directions

St. Petersburg Office
Wittner Centre
5959 Central Avenue
Suite 100
St. Petersburg, FL 33710
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The Charles Law Offices are located in Largo, Clearwater and St. Petersburg, Florida. We serve clients in those areas as well as Seminole, Pinellas Park, Palm Harbor, Safety Harbor, Oldsmar, St. Pete Beach, Dunedin, Pinellas County and Hillsborough County.

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