Suffolk County Trust Attorney

Trust Attorney in Bohemia, NY

Establishing a comprehensive estate plan is important. Declaring your wishes for your estate is something everyone should consider, no matter their means. After you execute a will, it may be in your family’s best interests to consider the use of a trust. Providing instructions on how to pass assets along to a beneficiary can help a family focus on healing rather than the uncertainty of the future of your belongings. A trust is a testamentary document that manages assets before they are sent to probate. Though planning one’s estate can be a trying conversation, our firm is ready to guide you when you are ready. For over 25 years, The Law Offices of Susan A. Kassel, P.C. has helped clients plan their estates and execute the testamentary documents necessary to carry out their wishes. If you need a compassionate and knowledgeable attorney to help you plan your estate, contact The Law Offices of Susan A. Kassel, P.C. for a consultation.


What is a trust?

A trust is an agreement providing a third party the authority to hold assets on behalf of a beneficiary or beneficiaries. The person asked to hold said documents is called the trustee. Trusts are different than wills because they help avoid probate court and have beneficial tax implications for the beneficiary. There are two main types of trusts available.

  • Revocable trust: changes can be made once executed
  • Irrevocable trusts: no changes can be made after execution

Irrevocable trusts are more popular because, compared to a revocable trust’s tax implications, irrevocable trusts offer much greater benefits to the beneficiary. Whichever you choose, they both come with great benefits, including:

  • Assets avoid probate
  • Assets are passed quicker
  • Legal costs are saved
  • Various tax benefits

When deciding on the right trust, one needs to decide among a multitude of choices. Some of the many types of trusts include marital trusts, bypass trusts, testamentary trusts, irrevocable life insurance trusts, charitable remainder trusts, charitable leads trusts, and generation-skipping trusts, just to name a few. One can decide between leaving assets or money to his or her family, a charity, friends, and even a pet. If a person has a special needs child that needs financial support, a trust may be a good option to help the child get the care they need. When deciding on such significant matters, it is important to consult with an experienced attorney.

Contact a Suffolk County Wills and Trusts attorney

For over 25 years, The Law Offices of Susan A. Kassel, P.C. has been a legal resource for families and individuals across Long Island. It is important to retain the services of a knowledgeable attorney when planning an estate. Having years of significant experience in estate planning, our firm understands how hard it may be to talk about these issues. When you are ready, our firm is here to help. Contact The Law Offices of Susan A. Kassel, P.C. for a free consultation to discuss how our firm may assist you.

Why choose our firm?

We have an excellent AVVO rating from our many happy clients

We will tirelessly pursue a favorable resolution to your case

We offer aggressive and effective representation

We treat our clients with the compassion, patience, and respect that they deserve

We have more than 20 years of dedicated legal experience

We have the legal knowledge necessary to help you obtain the outcome you desire

We tailor our practice to the representation of your divorce case

What Our Clients Are Saying

I hired Susan to represent me in a divorce matter where I was fighting for custody and to limit my wife's equitable share of our assets. I won custody of our son, kept the marital residence, kept my professional practice, kept my building and paid less than half to my wife. This was after a long-term marriage. She could persuade the court that equitable is not equal and sometimes the man does deserve to win!

‐ Dave

I first must say that I had been represented by two prior attorneys both of whom had simply taken my money and left me nothing to show for it in my custody case. They kept telling me what they were doing for me but I found out they were lying. Susan on the other hand had gotten me temporary custody and support for my children and myself within two months of hiring her. I cannot say enough about her.

‐ Craig

After talking to a few other attorneys, I hired Susan to represent me in my divorce and custody dispute. I was reluctant to go with her because she was the cheapest out of all the other attorneys I met with, but I'm so glad I did. I am 100% positive no one else would have done such a great job with my case as Susan and her staff. Her work is quality, her staff is reliable and her character is honorable. There...

‐ Linda

I had a very difficult case where I had already burned through two attorneys who were unable to get me custody of my children and complete my divorce. Susan was able to rapidly work out an agreement and not let it just malinger on like my previous experiences. She was also considerate of my financial situation unlike all of the other lawyers I had spoken to. I highly recommend her if you want complete and caring service with an in-depth knowledge of...

‐ Joanne


The Law Offices of Susan A. Kassel, P.C. proudly serves clients throughout Suffolk County, New York in their divorce, family law, and estate planning matters. If you require the services of an experienced Suffolk County attorney, schedule a consultation with The Law Offices of Susan A. Kassel, P.C. today.

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