Advanced Trust Planning

Advanced Trust Planning for Asset Protection & Legacy

We provide sophisticated trust planning for complex estates, protecting assets, preserving benefits, and reducing long-term tax exposure through carefully structured, forward-looking strategies.

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What Our Culture Looks Like in Action

Tax Efficiency

Structures designed to reduce estate taxes.

Asset Protection

Planning against long-term care costs.

Benefits Preservation

Safeguarding government assistance eligibility.

Custom Strategies

Tailored solutions for complex family needs.

Why choose Barton Gilman for advanced trust planning?

Structuring irrevocable insurance trusts to manage estate liquidity and tax exposure.

Designing Medicaid qualifying trusts to protect assets from nursing home costs.

Establishing special needs trusts to preserve government benefit eligibility.

Creating minor’s trusts to manage gifts and business interests responsibly.

Coordinating advanced trusts with broader estate and tax planning strategies.

Our advanced trust planning team implements sophisticated protection strategies

Irrevocable Insurance Trusts

Shielding high-value life insurance policies from estate taxation while maintaining flexibility for heirs.

Medicaid Planning Trusts

Preserving family assets while meeting strict Medicaid eligibility requirements.

Special & Supplemental Needs Trusts

Protecting beneficiaries’ access to essential government benefits.

Minor’s & Education Trusts

Managing gifts, business interests, and college planning through structured trust arrangements.

Integrated Estate Planning

Aligning advanced trusts with comprehensive estate and succession strategies.

Representative Successes

How we work

Simplifying Your Journey

Case Evaluation

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We start by examining the trial record to uncover viable grounds for appeal and define a strong foundation.

Review transcripts, filings, and rulings

Identify legal errors and procedural issues

Evaluate likelihood of success on appeal

Strategic Planning

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Every appeal needs a tailored game plan. We map out the approach with clarity and purpose.

Outline key legal arguments and priorities

Select the right appellate court and timing

Coordinate with trial counsel when needed

Writing & Filing

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This is where precision matters most. We craft compelling briefs rooted in law, facts, and persuasion.

Draft clear, concise appellate briefs

Support arguments with strong proofs

Handle all court filings and deadlines

Argument & Decision

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We stand before the appellate bench to advocate with focus, credibility, and confidence.

Deliver persuasive oral arguments

Address judges’ questions with clarity

Keep clients informed and prepared

How we work

Simplifying Your Journey

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Strategic Trust Design

Evaluate appropriate trust vehicles for insurance, care planning, or special needs
Develop strategies to preserve eligibility for governmental benefits
Coordinate planning with business, real estate, and investment assets

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Ongoing Guidance

Provide guidance on trust administration and compliance requirements
Update structures in response to regulatory or life changes
Offer continued counsel on asset protection and legacy planning

Planning Assessment

Review assets, estate exposure, and existing planning structures
Identify opportunities for advanced trust planning
Assess tax, care planning, and beneficiary considerations

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Implementation & Structuring

Draft and establish advanced trust instruments
Coordinate funding and asset transfers into trust structures
Align trusts with broader estate and financial planning frameworks

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Let’s Talk —

We’re Ready to Help

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