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When Your Trust Attorney Says No, Elder Law Attorney, Woodstock, GA


Often people will want to do things with their trusts that are improper or just a bad idea in general. They should listen to their attorneys, when they are told they should not do whatever it is that they want to do.

When people decide to get trusts, many of them have a fairly good idea about what they want to do with the trust and how they want it organized. People who have thought about why they want a trust, tend to have specific reasons for getting one.

It is not unusual for someone to walk into a meeting with an attorney and have a detailed plan for their trusts. However, it is also not unusual for the attorney to say that no they cannot or should not do everything they want to do with their trusts.

This can lead to problems between the client and attorney.

In this case, the clients should listen to the attorneys as the Wills, Trusts & Estates Prof Blog discusses in “Article on Client Dilemma — Whom Can I Trust?

Trust law is very complicated.

For trusts to work, the language used in the trust documents must be very specific and in accordance with what is legally allowed in the state that will govern the trust agreement. What often happens is that people want to do something with their trusts that the attorney knows is not a good idea for legal reasons.

The attorney is simply trying to save the client future legal problems.

Of course, people can sidestep an attorney today and create their own trusts by editing some downloaded forms. If they do that, they can do what they want with their trusts, but they cannot be certain that what they want to do is legal.

Reference: Wills, Trusts & Estates Prof Blog (July 16, 2017) “Article on Client Dilemma — Whom Can I Trust?

 

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“On the threshold of retirement, we finally decided to quit thinking we could self-prepare the requisite documents. We had previously had only a very simple will. We needed the necessary legal (including updated will) & health care docs but didn’t want to deal with the time & complication of legalese. Cindy made the process relatively painless. She took the time to explain and answer questions without trying to upsell services. We were done in 2 meetings plus the reading of emailed drafts. In addition to preparing the documents, Nelson Eldercare will be there when our adult children need advice on executing the plans we’ve put in place.So glad it’s behind us and would recommend Cindy and her helpful staff.”

- Bonnie

Cindy and her company treat their clients like family. Nelson’s offers clear, direct, and honest guidance in planning for your families security and future. No one wants to actively sit down and make these decisions, but Nelson’s makes this process seamless. I was so impressed with their willingness to answer all questions big or small. So glad I made the decision have them help my mom and dad and now me. You can’t go wrong with Nelson’s Elder Care Law.

- Hope

The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!

- Kerri

I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.

- Charlotte

Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.

- Pierce