Attorney Kendra Ortega

Respected, Trusted Representation


Trusts: Ensuring Your Peace Of Mind

A trust allows its creator to manage assets on behalf of the appointed beneficiary. Trusts are more flexible than wills, as they allow control over when and how assets are distributed and can even minimize tax obligations. Developing a trust for your estate plan can be difficult, which is where an experienced Michigan attorney can help you with your estate planning needs.

Kendra Ortega, PLC, has extensive experience helping her clients develop a strong estate plan. She takes the time to develop a plan that is based on the unique needs of her clients to create a trust that can reliably transfer assets to desired beneficiaries.

Is It Possible To Avoid Probate With A Trust In Michigan?

Yes, it is possible to avoid probate with a trust in Michigan. Probate administers the estate of a decedent and can take considerable time and money to resolve. The inheritance from an estate in a trust is exempt from the probate process and allows for a quick transfer directly to the specified beneficiaries. This process can take much less time than probate and is often more reliable as well.

What Is Required To Make A Trust Valid?

In estate planning, validity is crucial. Attorney Ortega knows how to make a trust valid in Michigan, and is prepared to take the time to develop a trust that accounts for the unique details in your life while meeting the requirements for a trust, including:

  • Legal capacity: The person creating the trust (the grantor) must be of sound mind and have the legal capacity to create a trust.
  • Intent: The grantor must intend to create a trust, which means they must clearly express their desire to establish the trust arrangement.
  • Trustee: The trust must have a designated trustee, who will manage the assets according to the terms of the trust.
  • Beneficiary: The trust must have identifiable beneficiaries who will benefit from the assets held in the trust.
  • Trust property: There must be identifiable property or assets placed into the trust.
  • Written document: The trust must be documented in writing, and it should be signed by the grantor and, in some cases, by the trustee.

When your trust meets these requirements, it leaves little to no opportunity for anyone to challenge the trust and interfere with your wishes. You can rest easy knowing your estate plan was sculpted by Kendra Ortega, PLC.

Build Your Trust With Confidence

If you believe that your estate plan can benefit from having a trust, get the guidance you need from Kendra Ortega, PLC. She serves clients in Holland, Grand Rapids and the surrounding areas, so call 616-369-7566 or email her here to schedule your initial consultation today.