Innovative and Protective Trusts

Hofer & Harris can assist you with designing trusts to protect your heirs from the effects of failed marriages, creditors, substance abuse and personal financial mismanagement. Our trusts have been deployed by trust companies, professional trustees and private family trustees with great success.

For persons living with disabilities, we can assist with special needs trust planning. This process often involves coordinating the parents’ estate plan, the needs of the beneficiary, and the recommendations of a care manager and tax advisor.