Trust FAQs

A focused FAQ section about revocable trusts, trust funding, trustees, trust administration, and common Florida trust planning decisions.

These materials are prepared by Cohen Samuels, PLLC for general educational purposes. They are not legal advice and do not create an attorney-client relationship.

Questions Answered

What is a revocable living trust?

A revocable living trust is a planning document that can hold assets during life and direct how those assets are managed and distributed after death or incapacity.

Do I still need a will if I have a trust?

Most trust-based plans still include a pour-over will to address assets not transferred to the trust before death and to name certain fiduciaries or guardians when applicable.

What does it mean to fund a trust?

Funding a trust means retitling appropriate assets or updating ownership so the trust can control those assets as intended. Without funding, the plan may not work as expected.

What does a trustee do?

A trustee manages trust assets, follows the trust terms, communicates with beneficiaries, keeps records, and handles distributions according to the legal duties that apply.

Can a trust help with privacy?

Trust planning may help keep certain distributions outside the public probate process, although privacy depends on the assets, planning documents, disputes, and court involvement.

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Contact Cohen Samuels, PLLC to discuss your Florida estate planning, probate, trust administration, or elder law concerns.

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