Experienced Central New York Irrevocable Trusts Lawyer - Davies Law Firm
Note sull'episodio
From Davies Law Firm – Experienced Central New York Irrevocable Trusts Lawyer explores how families, business owners, and individuals in New York can build lasting legacies through irrevocable trusts, with detailed guidance from Frederick P. Davies and William P. Davies. In this series we’ll dive deep into what an irrevocable trust really is, how it differs from a revocable trust, and why someone might consider moving from flexibility to permanence in their estate-planning journey.
We’ll travel with you through the process of setting up an irrevocable trust: who the trustor is, why the trustee matters, and how the beneficiary’s interests are protected. You’ll hear how the Davies team helps clients navigate key decisions like shielding assets from creditors, leveraging gifting strategies, and utilizing trusts for Medicaid planning via a Medicaid Asset Protection Trust (MAPT). We’ll also unpack real-life scenarios: protecting a family business, providing for a child with special needs, or balancing the needs of a blended family.
Based in Syracuse and serving Onondaga County and Central New York—including Baldwinsville, Cicero, Cazenovia, DeWitt, Fayetteville, Manlius, Camillus, Liverpool, Clay, North Syracuse, East Syracuse, Skaneateles—the Davies Law Firm brings decades of experience in New York estate planning to the table. You’ll hear how they approach transparent pricing, flat-fee services, and a caring, client-focused mindset to make trust planning less intimidating and more accessible.
Whether you’re just exploring estate-planning tools for long-term care, worried about probate, or ready to place your assets in a structure that honors your values and vision, this podcast equips you with actionable insights. Join us as we talk to attorneys, clients, and advisors about how to align trust strategies with your goals—and how an irrevocable trust might just be the cornerstone of the future you’re planning.
Davies Law Firm
210 E Fayette St, Syracuse, NY 13202, United States
(315) 472-6511