Miami Trust Lawyers
A trust can preserve assets and provide loved ones with income and security. They can be simple and designed to benefit a single person, or they can be highly complex and benefit many. Every trust however, needs to be properly created, funded, and administered.
Barreto & Romero, P.A. has wide experience in all types of trust creation and administration matters. We understand the many uses of trusts, how to structure and create them, and how to administer them so that they benefit achieve the goals of the person setting up the trust.
Our firm provides advice and services in all types of trust matters, including:
- Revocable trusts
- Irrevocable trusts
- Life insurance trusts
- Charitable remainder trusts
- Special needs trusts
- Educational trusts
- Living trusts
- Trust fund administration
- And others
We also conduct and defend all types of trust litigation.
Call (305) 358-1771 or send an e-mail to for a consultation regarding your needs.
Choosing the Right Trust Vehicle
There is a trust for nearly every type of situation. The person creating the trust (the settlor or grantor) can structure the trust to account for specific conditions or be contingent on the behavior of the beneficiary.
Barreto & Romero, P.A. will discuss your needs in detail and what you want to accomplish. Then we will create the trust vehicle that is right for you and your situation. We will also put in place the procedures needed to administer the trust in an efficient and cost-effective way.
Trust Administration Services
Our attorneys can provide a full range of trust administration services. We can advise the trustees in compliance and administrative matters, prepare reports to beneficiaries, prepare tax returns, and consult on proposed trust transactions and distributions. We do not provide investment advice, but can provide guidance as to whether specific investments or transactions are in accordance with the law and the terms of the trust.
Whether you are interested in a charitable remainder trust, special needs trust, living trust, or any other trust purpose, Barreto & Romero, P.A. will work to achieve your goals in a timely, conscientious, and cost-effective manner.
For a free initial consultation with Barreto & Romero, P.A. call (305) 358-1771 or send us an e-mail. Located in Miami, Barreto & Romero, P.A. serves clients throughout South Florida in estate planning, administration, and litigation matters.
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