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DO YOU NEED A LIVING TRUST?

If your estate totals $50,000 or more a Living Trust Arrangement can protect you and your family by providing the following advantages over probate:

 ­Avoid all probate ­maintain control over your estate both at incapacity and after your death ­minimize or eliminate Federal estate taxes ­avoid guardianship at incapacity ­extremely difficult to contest ­completely confidential ­allows for much quicker distribution of the estate assets to beneficiaries ­saves THOUSANDS of dollars on attorney and probate fees ­avoids all of the dangerous pitfalls of joint ownership of assets with children ­provides effective prenuptial protection ­easy to change ­for divorced parents of minor children it ensures the trustee that YOU appoint and NOT your ex-spouse controls your children's inheritance (a Will alone cannot ensure this).

 IF YOU'VE HEARD THAT MOST ATTORNEYS CHARGE OVER $1,000.00 TO PREPARE LIVING TRUSTS,  HOW CAN I CHARGE A REASONABLE FEE OF ONLY $250.00?

Unlike other attorneys I maintain very low overhead. By doing so I can pass those savings on to you. For example, many attorneys will take care of recording your deeds at the county recorders office. I prepare your deed and provide you with very simple instructions to record the deed yourself. I make it as easy as returning a library book. And personally, I would not want to pay someone a thousand dollars to return my library book. The concept is very simple. I prepare your Living Trust Arrangement documents and perform the legal work to make your trust effective. You do a little footwork with my assistance. That way you don't pay for non-legal services that do not add any value to your Living Trust Arrangement. As an attorney I have been performing estate planning for clients during my practice since 1983. I believe in the value of Living Trust Arrangements because of the numerous advantages that they afford.

 Complete Living Trust Arrangement Documents include:

  • Abstract of Trust (proof of the Trust for financial and other institutions)

  • The Living Trust (including A-B Trust if needed)

  • Other trusts, i.e,  irrevocable trusts for Federal estate tax planning

  • Durable Powers of Attorney for financial and legal affairs

  • Pour-over Wills (reciprocal wills if you are married)

  • Ohio Living Wills & Durable Powers of Attorney for Health Care

  • The transfer deed(s) for real estate and transfer letters for financial assets

  • Free Amendment review and consultation for changes to the Trust

 DAVID J. BERNSTEIN, ATTORNEY AT LAW

WILL PREPARE YOUR COMPLETE LIVING TRUST ARRANGEMENT FOR A FIXED FEE OF $250.00

ESTATE AND TAX PLANNING SINCE 1983

CALL (440) 349-4889


David J. Bernstein is an Attorney in practice since 1983, concentrating on estate and tax planning. The primary focus of his practice is the preparation of Living Trust Arrangements and Nursing Home Estate Planning. He received his bachelors degree in Accounting from Kent State University and his Juris Doctor of Law degree from the University of Akron. He is a frequent lecturer on Living Trust Arrangements. For a free copy of his one hour video taped seminar on Living Trust Arrangements, call David J. Bernstein at 440-349-4889.

For a FREE copy of his one hour video taped seminar on Living Trust Arrangements, call David J. Bernstein at:

 440-349-4889

Or to receive the FREE One Hour Video Tape
Seminar on Living Trusts CLICK HERE!

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