Experienced Trust Planning Attorneys Serving New Jersey & New York Families

A well-structured trust can serve as one of the most effective tools in preserving wealth, minimizing tax exposure and protecting loved ones. At Asterita & Associates, LLC, we help families, professionals and business owners throughout New Jersey and New York use trust planning to build a lasting legacy.

Whether you’re planning ahead for retirement, seeking Medicaid eligibility or protecting assets across generations, our team offers the legal insight and personal guidance needed to make informed choices. As your lawyer for life, we’re here for the milestones, transitions and long-term strategies that define your future.

What Trust Planning Can Help You Accomplish

Trusts can be used for a wide range of personal and financial goals. Depending on your needs, a trust may:

Maintain privacy and reduce costs and time required by avoiding probate
Determine the ages by which children receive an inheritance
Provide for a child or adult with special needs without affecting eligibility for benefits
Reduce or eliminate estate taxes
Safeguard assets from creditors or lawsuits
Help qualify for Medicaid while preserving family wealth
Ensure that a family home or property remains within the family
Support charitable giving in a structured, tax-efficient way

Trusts are flexible, customizable tools. When prepared and implemented properly with the help of a skilled estate planning attorney, they can offer peace of mind, continuity and help ensure your legacy.

Types Of Trusts We Handle

We advise clients on a wide variety of trusts and related strategies, including:

Revocable trusts: Common estate planning tool that manages how your assets are distributed
Irrevocable trusts: Common estate planning tool that manages how your assets are distributed
Irrevocable life insurance trusts: Allow life insurance proceeds to be excluded from your taxable estate
Special needs trusts: Designed to provide for a disabled loved one without compromising public benefits
Irrevocable life insurance trusts: Allow life insurance proceeds to be excluded from your taxable estate
Asset protection trusts: Help shield wealth from lawsuits, creditors or long-term care costs
Charitable trusts: Used to support nonprofit causes while gaining tax advantages

Trust planning can be complex, particularly when it intersects with real estate, business interests or Medicaid planning. Our team handles each matter with care, clarity and discretion.

Call Us And Start Planning With Confidence

Our firm has spent decades working with individuals and families across generations. We’ve got you covered from updating your estate plan to real estate closings and business transactions. First-hand knowledge of all these important areas gives us a comprehensive view of what’s best. We provide a personalized approach, putting all the pieces together for your best interest.

We aim to solve problems efficiently and thoughtfully. If you’re thinking about setting up a trust, now is the time to start the conversation. Call Asterita & Associates, LLC, at 732-993-7281 or send us a message to schedule your free consultation.