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Establishing a Trust in Conroe, TX

Serving Clients Just North of The Woodlands

During the estate planning process, it may be beneficial for you to draft a trust that reassigns your assets and outlines how you want your estate to be managed. There are different types of trusts that a Montgomery County estate planning lawyer from Dossey & Jones, PLLC, located in Conroe, TX can help you draft, each with its unique benefits. We can review each option with you during an estate planning consultation so that you can make the best decision for your situation. Our desire is to help you be confident that your estate is and will be in good hands.

Types of Trusts in Conroe, Texas

Revocable Living Trust

  • Can be used to replace a will and avoid probate
  • Outlines how to transfer your assets upon your death
  • Names a trustee of your choice to handle your estate
  • All assets are re-titled during your lifetime in the name of the trust
  • Greater privacy from third parties and creditors

Irrevocable Life Insurance Trust

  • Created specifically to exclude life insurance from the gross taxable estate of the decedent

Gift Trust

  • Irrevocable
  • Administers property given to others
  • Convenient management tool when used in connection with giving strategies
  • Annual exclusion gifts and lifetime credits can be given to irrevocable gift trusts
  • Can provide estate planning for the next generation

Testamentary Trusts

  • Trust provisions included in your last will and testament or revocable trust
  • Can be amended/revoked until your death
  • Assets not transferred and funded to testamentary trust until after your death
  • Provide method to manage inheritance of children
  • Asset protection for beneficiaries
  • Estate tax and generation-skipping transfer tax savings

Contact Dossey & Jones, PLLC - No Obligation Consultation

The attorneys with our firm have helped Texas residents for decades prepare their estates for the future. With such proven knowledge and experience in both estate planning and probate, we are more than qualified to help you plan for the future and avoid probate if desired.

Contact our Montgomery County estate planning firm by calling (281) 410-2792 as soon as possible to get started!

  • "Pleasant individual and attentive"
    Esteban did a great job preparing our wills and estate planning documents. Very pleasant individual and attentive to our needs. We will use them again!
    - Kenneth C
  • "Outstanding"
    Paige is outstanding. She walked me and my wife through our estate which could be a very complicated process. We are very happy that we found her and look forward to continuing to work with her.
    - Mazen N
  • "Wonderful to work with"
    Paige Jones was wonderful to work with she walk us through every process so we fully understood our documents. I highly recommend Paige and the Dossey & Jones, PLLC firm.
    - Kathy O
  • "Very friendly and professional"
    Great experience - Phillip Black was very friendly and professional and answered all my questions! Would highly recommend him and this law office!
    - Betty N
    Contact Our Firm
    We are here to support you! Call (281) 410-2792 or contact us online to discuss your options and develop a tailored strategy.