Trust Setup




Perez‑Roura Law helps individuals and families in Miami create and fund revocable and irrevocable trusts to manage assets, avoid probate, minimize taxes, and ensure efficient inheritance planning tailored to personal goals.

Setting up a trust is a proactive way to protect assets, streamline estate planning, and provide peace of mind for the future. Whether you’re planning for incapacity, want to avoid probate, or need asset control after death, Perez‑Roura Law offers skilled trust setup services in Miami. We work with you to design, document, and fund a trust that matches your needs—whether flexible or irrevocable, for simple estates or complex legacies.

Revocable Living Trusts: Control Today, Simplicity Tomorrow

A revocable trust allows you to manage and change the trust during your lifetime, while setting up your estate to pass efficiently and privately upon death—avoiding Florida probate. We help clients establish these trusts, appoint trustees and successor trustees, define how assets are to be distributed, and align the trust with their will and powers of attorney. You stay in control while you’re alive, and after your passing, your wishes are carried out without court interference or delay.

Irrevocable Trusts: Stronger Protection and Tax Efficiency

For clients looking to protect wealth from long-term care costs, lawsuits, or estate taxes, irrevocable trusts can offer stronger solutions. These trusts remove assets from your ownership and provide a secure vehicle to manage them for your heirs, charities, or future use. We help design irrevocable grantor and non-grantor trusts that comply with Florida law and meet your asset protection or tax reduction goals. Once established, we guide you through funding and long-term administration.

Special Purpose Trusts: Tailored Solutions for Unique Needs

Some trusts serve very specific purposes. Whether it’s a special needs trust for a disabled loved one, a charitable remainder trust for philanthropy, or a pet trust to care for animals after your passing, Perez‑Roura Law builds custom structures. We ensure compliance with applicable rules, preserve government benefits for beneficiaries where needed, and help you achieve personal legacy goals while maintaining control and flexibility where possible.

Trust Funding and Ongoing Support

A trust only works if it’s properly funded. That means retitling accounts, transferring deeds, and aligning beneficiary designations. We help you identify which assets should be placed in the trust and coordinate funding with your financial institutions and title companies. We also provide trustee guidance—explaining responsibilities, tax rules, and administrative protocols—so your trust remains legally sound and functional as life changes.

Coordination with Your Estate Plan

Trusts don’t replace your entire estate plan—they’re a key piece of it. We ensure your trust works in harmony with your will, power of attorney, advance directive, and any tax planning strategies. By integrating everything, we help you avoid conflicts, ensure proper asset flow, and prepare for any scenario—including incapacity or sudden loss. Our legal structure gives your family clarity, avoids delays, and reduces the chance of disputes or court challenges.

Trusts aren’t just for the wealthy—they’re for anyone who wants control, clarity, and confidence about what happens next. With Perez‑Roura Law guiding your trust setup, you gain a tailored, effective tool that protects your family and legacy now and for years to come. Contact our Miami office to start building your trust with experience and care.