- cord), a trust is a private agreement that is not made public. This means that other than your beneficiaries and your named trustee, nobody else would know the nature and extent of your assets or the beneficiaries of those gifts; and,
- Plan for incapacity.
Here at Smith Tortorich we pride ourselves in our experience in Estate Planning. We guide our clients through every aspect of the planning process. We typically begin with an interview with the attorney where we ascertain the size of the estate and the charter of the estate assets and liabilities. We then discuss your primary objectives and work together to select the appropriate type of plan. If we select a trust type plan, our attorneys will then draft the necessary deeds to transfer any Wyoming real estate and provide clear guidance on how to transfer any other property to your trust.
We understand that our clients simply want the peace of mind of knowing that everything they worked for their entire life is disbursed in accordance with their wishes and we work closely with our clients to develop a plan that does just that.
We recommend that all of our clients review their estate plan every so often. We also take cases in which an estate plan has already been established but is in need of modification. There are many reasons to reexamine your estate plan such as: change in marital status; birth or death of a beneficiary; change in the state residence; significant change in financial position; and, the passage of time.