Lawyer, Susan J. Best
Call Us: 863.333.0568

1869 N. Crystal Lake Drive, Lakeland, FL 33801

Lakeland Trust Planning and Administration Lawyer

Lakeland Trusts Lawyer, providing professional Trust Planning and Administration Attorney Services in Lakeland, Winter Haven, Bartow, Polk County, and Central Florida

Best Law, PLLC

Call 863.333.0568 to speak with Attorney, Susan J. Best about your Trust Planning and Administration legal needs.

Trust Planning

Trust Planning and setting up a trust correctly can be a great asset to an estate or the beneficiary of the trust.

Trusts are wonderful estate planning techniques because, depending on the type of trust used, trust can reduce estate taxes, protect assets from the creditors of the beneficiaries, ensure proper investment and management of assets, and reduce income taxes under certain circumstances.

Types of Trust may include:

  • Dynasty Trust: In which assets are preserved and protected for multiple generations.

  • Life Insurance Trust: In which life insurance proceeds are removed from the settlor’s taxable estate and are held and invested for the benefit and safety of the beneficiaries.

  • Grantor Retained Annuity Trust (“GRAT”): Is a technique to pass assets to beneficiaries at a reduced gift or estate tax cost.

  • Living Trust: Which holds assets for the lifetime benefit of the settler, but allow a backup trustee to administer the assets upon the incapacity of the settler, avoiding guardianship and the problems that exist with a power of attorney or jointly titling assets.

Trust Administration

Trust Administration is a specialized practice area involving the administration and transfer of assets according to the specific directions. Trust Administration often involves extremely complex considerations which may not be initially apparent to the Trustee or to the beneficiaries of the Trust.

BEST LAW, PLLC, is well equipped to handle all facets of trust planning and the administration of the trust. We will assist and advises the Trustee so that he or she avoids the numerous pitfalls and problems that are not readily apparent to those which may not be familiar with the practice of Trust Administration.

Call 863.333.0568 to schedule a confidential legal consultation with SUSAN J. BEST, an experienced Lakeland Trust Planning and Administration Attorney.

Susan J Best, Stuart - Martin County Florida Lawyer

Phone: 863.333.0568

Office Location:
1869 N. Crystal Lake Drive, Lakeland, FL 33801

Board Certified Family Law Mediator




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Lawyer, Susan J Best

About Attorney, Susan J. Best

Susan J Best is the founder of the law firm BEST LAW, PLLC.

A fourth-generation native of Lakeland, Ms. Best graduated from Lakeland High School in 1982.

Ms. Best earned her Bachelors of Science in Business Management degree from the University of Central Florida in 1986, where she majored in Accounting.

Ms. Best then earned her Juris Doctor degree from the University of Florida Levin College of Law in 1989.

Between 1989 and 1995, Ms. Best served as a Judicial Staff Attorney for the judges of the Tenth Judicial Circuit Court in Bartow, Florida. While a staff attorney, Ms. Best was first assigned to the Family Division and then was promoted to work with the Chief Judge handling appeals and probate matters.

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Attorney, Susan J. Best has extensive experience in assisting Lakeland, Winter Haven, Bartow, Polk County, and Central Florida residents and visitors who require professional Trust Planning and Administration legal services.

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Susan J Best

Attorney, Susan J Best - Lakeland, FL Lawyer | 863.333.0568