Trusted Estate Planning Law Firm Since 2017
Trust Planning
Protect your legacy with trust structures designed to preserve your wealth—and your values—for generations.
Creating trust that protect and reflect your values
Trust planning is how you structure the management and distribution of your assets—during your life and after—so they remain protected and aligned with your wishes.
The challenge isn’t just legal or financial. It’s making sure your trust embodies the intent behind your wealth: to care for your loved ones, support causes you believe in, and preserve your legacy over generations.
That’s why we don’t treat trusts as static documents. We work with you to design flexible, values-driven trust structures that evolve with your family’s needs, while maintaining clarity, control, and purpose.
If philanthropy is important to you, we’ll help you build charitable trusts that maximize impact—ensuring your generosity extends far into the future.
We also collaborate closely with your advisors to integrate your trust plan into the broader context of your financial and estate strategies. Whether you’re looking to minimize taxes, protect beneficiaries, or ensure responsible stewardship, we bring the legal, financial, and personal dimensions of trust planning together—so your values guide every decision now and in the future.
Building Trusts That Preserve Wealth and Intent
Trust planning is about more than asset protection—it’s about ensuring your wealth is managed and passed on in a way that honors your values and long-term intentions.
Trusts That Reflect Your Values
Graham Estate Planning work with you to establish trusts that reflect your values, protect your wealth, and provide clarity for future generations.
Control with Built-In Flexibility
With a focus on control, flexibility, and purpose, we help you shape how your assets are managed—both during your lifetime and beyond.
A Legacy Designed on Your Terms
Through strategic trust design, we ensure your legacy stays intact, your beneficiaries are supported, and your charitable goals are fulfilled on your terms.
What Our Clients Are Saying
Our clients trust us to guide them through life’s most important transitions—and their words speak volumes about our care, clarity, and commitment.
Ready to Structure Your Trust with Purpose?
Meet with Stephanie or book your free discovery call today to get personalized guidance for building trusts that protect your wealth and reflect your values.
Frequently Asked Questions
Find quick answers to common questions about estate planning, probate, and how I can support you through the process.
What is trust planning?
Trust planning involves structuring how your assets are managed and distributed during your lifetime and after death. It ensures your wealth is protected, aligned with your values, and passed on according to your wishes.
How do trusts reflect my personal values?
We design trust structures that go beyond legal requirements to support the people and causes you care about most. Your trust becomes a tool for carrying out your legacy with clarity and purpose.
Can trusts be changed as my life evolves?
Yes, many trusts can be designed with built-in flexibility to adapt to changes in your family, finances, or goals. This ensures your plan remains relevant over time.
How do trusts protect my beneficiaries?
Trusts can shield your assets from creditors, lawsuits, or poor financial decisions by beneficiaries. They also provide structure and guidance for responsible use of inherited wealth.
Will I still have control over my assets in a trust?
Yes, many trust types allow you to retain control over how assets are managed and distributed. We prioritize balancing control with flexibility in your trust design.
What’s the benefit of working with Graham Estate Planning on trust design?
We don’t treat trusts as one-size-fits-all documents. We take a values-driven, personalized approach to help you protect your legacy with intention and clarity.
I Launched My Practice, Driven By a Desire To Help Others Avoid Similar Family Strife.
Stephanie Graham
Award Winning Trust & Probate Attorney
