Trust Preparation Assistance

Service Categories
Trust Preparation Assistance subcategories:
The structure of the services index and definitions of the terms contained herein were originally published in A Taxonomy of Human Services: A Conceptual Framework with Standardized Terminology and Definitions for the Field by the Information and Referral Federation of Los Angeles County, Inc., 3035 Tyler Ave., El Monte, CA 91731; Copyright (c) 1983, 1987, 1991. No part of this listing of human services terms and definitions may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electrical, mechanical, photocopying, recording or otherwise without the prior written permission of the Information and Referral Federation of Los Angeles County, Inc.

This file's content displays in the left hand side margin of your Taxonomy - Directory of Services.

Above is the standard disclaimer required by AIRS INFOLINE, please consult locally or with AIRS as to what is appropriate to post for your system Taxonomy.

www.211taxonomy.org


We do NOT recommend that you use MS Word to edit or manage this file, be sure to seek out a program or application that is a valid web authoring tool to do so.

You will want to be sure to retain the exact file name and extension when editing, saving, and re-uploading this file to your directory.

RegistrationFooter.incl

Taxonomy Code: FT-2700.8600

Programs that provide assistance for people who want to prepare a trust which transfers all or some of their property to a trustee who holds or manages that property on behalf of a beneficiary (which may include the individual who initiates the trust). The rights of beneficiaries and the rights, powers and responsibilities of the trustee are included in the trust document. Trusts may be revocable (can be altered or revoked) or irrevocable (cannot be altered or canceled once written but carry special tax benefits); can take effect immediately or can be established as standby trusts, ready to receive assets if the individual becomes disabled; can be established as testamentary trusts which take effect after the death of the individual under the terms or conditions of his/her will; or can be supplemental benefits or luxury trusts which are used to transfer assets to a person who may receive public benefits and could be used to fund items not covered by the benefits without affecting the individual's benefit eligibility.

Navigation Tips [+/-]

by distance from Zip Code:

There are 3 matching records.
Service NameDescriptionLocationProgramAgency
Elder Law, Estates Settlement and Planning Services-Chambersburg OfficeR. Thomas Murphy provides the following services: Elder Law - Including estate and tax planning, nursing home asset protection, planning for incapacity, advanced health care directives, Medicaid planning, long-term care and other health care matters. Estate Planning - Including the preparation of wills, trust agreements, powers of attorney, health care declarations, federal estate and gift tax planning and charitable giving. Estate Settlement - Including probate and probate avoidance, all matters pertaining to the settlement of estates, the preparation of Pennsylvania inheritance tax and the federal estate and gift tax returns. FranklinR. Thomas Murphy & Associates, P.C.R. Thomas Murphy & Associates, P.C.
Elder Law, Estates Settlement and Planning Services-McConnellsburg OfficeR. Thomas Murphy provides the following services: Elder Law - Including estate and tax planning, nursing home asset protection, planning for incapacity, advanced health care directives, Medicaid planning, long-term care and other health care matters. Estate Planning - Including the preparation of wills, trust agreements, powers of attorney, health care declarations, federal estate and gift tax planning and charitable giving. Estate Settlement - Including probate and probate avoidance, all matters pertaining to the settlement of estates, the preparation of Pennsylvania inheritance tax and the federal estate and gift tax returns. FranklinR. Thomas Murphy & Associates, P.C.R. Thomas Murphy & Associates, P.C.
Elder Law, Estates Settlement and Planning Services-Waynesboro OfficeR. Thomas Murphy provides the following services: Elder Law - Including estate and tax planning, nursing home asset protection, planning for incapacity, advanced health care directives, Medicaid planning, long-term care and other health care matters. Estate Planning - Including the preparation of wills, trust agreements, powers of attorney, health care declarations, federal estate and gift tax planning and charitable giving. Estate Settlement - Including probate and probate avoidance, all matters pertaining to the settlement of estates, the preparation of Pennsylvania inheritance tax and the federal estate and gift tax returns. FranklinR. Thomas Murphy & Associates, P.C.R. Thomas Murphy & Associates, P.C.

Outline of Categories [+/-]

Select a main category outline to be viewed: