Trust Lawyer in Naples, FL
Thoughtful Trust Planning For Naples Families
If you have moved to Florida, purchased a home in Naples, or now divide your time between here and another state, you may be wondering whether your current estate plan truly protects your family. Many clients come to us with an old will or trust and a sense that something is missing.
A carefully designed trust can help your loved ones avoid a public court process in Florida, keep family matters private, and make it easier to manage property in more than one state. Our attorneys at Hubbard Snitchler & Parzianello help clients align their trusts with their lives in Naples and beyond.
We offer a relationship-driven approach, so you work directly with experienced attorneys who take the time to understand your goals, your family, and your assets. With our presence in both Florida and Michigan, we are well-positioned to guide residents who have connections in more than one state.
Take the first step toward resolving your case with a skilled trust attorney in Naples. Reach out or call (313) 546-9685 now to set up your consultation.
Why Work With Our Trust Lawyers
Choosing a lawyer to handle your trust is different from hiring someone for a one-time transaction. This is long-term planning that affects your family, your business, and your legacy, so you want to know who will be sitting across the table. At our firm, clients work directly with our partners, not a revolving door of staff.
Our attorneys handle estate planning, business law, securities matters, and corporate work. Many clients in the Naples area own closely held companies, have executive compensation plans, or manage substantial investment portfolios. Because we regularly address those issues, we can help you design a trust that fits your broader financial picture instead of treating your estate plan in isolation.
We also understand that many residents here are snowbirds with deep ties to Michigan or other northern states. Hubbard Snitchler & Parzianello practices in both Michigan and parts of Florida, so we are familiar with the questions that arise when you own a Florida home and maintain property or business interests elsewhere. Our goal is to make your planning cohesive, practical, and easier to manage over time.
Equally important, we focus on communication. We strive to return calls promptly, explain options in plain language, and keep you informed at each step. Trust planning can feel technical, but it should never feel confusing or out of your control.
Do You Need A Trust In Naples
Not everyone needs a trust, but many residents in and around Naples find that a revocable living trust is a practical way to manage what they have built. A revocable trust is an arrangement where you place property in the name of a trust you control during your lifetime, then the trustee you choose manages and distributes that property when you are no longer able to do so.
For Florida residents, a well-prepared trust can work alongside a will and powers of attorney to help keep assets out of formal probate and to provide a clear path for incapacity planning. When real estate in Collier County or elsewhere in Florida is not coordinated with a trust, your family may need to navigate a court process, which can be time-consuming and public.
Clients in the Naples area often benefit from a trust when they own more than one property, have children or beneficiaries in several states, or want to set boundaries around when and how younger family members receive funds. A trust can be tailored so that distributions are made over time, tied to age, or handled by a trusted individual who understands your values.
Our attorneys also see many long-term residents and new arrivals who worry about what would happen if they became ill or unable to make decisions. A revocable trust, used together with health care and financial powers of attorney, can provide a framework for someone you choose to manage your affairs without a court guardianship.
You may find it helpful to speak with a trust lawyer in Naples if:
- You recently bought or plan to buy a home or condo in Naples
- You split time between Florida and another state, such as Michigan
- You own a business, rental property, or significant investment accounts
- You have experienced a family death or difficult probate and want a different path
- Your existing will or trust is from another state and has not been reviewed since you moved
If any of these situations sound familiar, we can review your current documents and explain how Florida law applies to your assets and your goals.
Our Trust Planning Process
Many people delay planning because they are unsure what the process will involve. We work to make that process straightforward and respectful of your time. Our attorneys listen first, so we understand what matters most to you before we discuss specific trust structures.
The process typically begins with an initial consultation, which can take place in person when you are in Naples or by phone or video when you are elsewhere. During that meeting, we talk through your family, existing wills or trusts, property in Florida and other states, and any business or investment interests. We then outline options that fit your situation and answer your questions in clear terms.
If you decide to move forward, we prepare draft documents that may include a revocable trust, a will, and powers of attorney. We walk through the documents with you, explain the key provisions, and adjust language to align with your preferences. Our goal is for you to sign documents that you understand and are comfortable with, rather than forms you feel you must accept as written.
After signing, an effective plan usually involves aligning how assets are titled with the trust. This can include retitling certain accounts or real estate and updating beneficiary designations where appropriate. While specific steps depend on your financial institutions and property holdings, we can outline what is needed so your trust can operate as intended.
Over time, circumstances change. You may decide to spend more time in Naples, sell a Michigan property, start or sell a business, or welcome new family members. Because Hubbard Snitchler & Parzianello focuses on building ongoing relationships, our attorneys remain available to review and update your trust so that it continues to reflect your life and Florida law.
Trust Options For Naples Families
Trusts are tools, and different tools serve different purposes. For many clients in the Naples area, a revocable living trust is the foundation, because it allows ongoing control during life and a clear transfer plan after death. Within that framework, there are additional options that can address more specific goals.
Some families use continuing trusts for children or grandchildren to encourage thoughtful spending and provide professional or family oversight. Others are concerned about protecting an inheritance for a child who is in a second marriage, owns a business with liability exposure, or lives in a state with different creditor rules. In those situations, a well-drafted trust can help preserve assets and reduce the risk that they are diverted away from your intended beneficiaries.
If you own a Florida homestead, rental property in Naples, or a business interest located in another state, those assets require particular attention. Homestead rules in Florida can affect how property passes, and business or partnership interests need to be coordinated so that control and economic benefits are handled in a way that fits your succession plans. Our attorneys draw on our broader business and corporate practice when helping clients address those pieces.
Common goals that trusts can help address include:
- Providing for a spouse while preserving assets for children from a prior relationship
- Supporting a child who may need guidance in managing money
- Coordinating ownership of a family business or professional practice
- Holding a Naples home and out-of-state property within a single plan
- Planning for charitable gifts alongside family inheritances
Every family has its own priorities. We take the time to understand yours, then recommend trust structures that are sized to your needs instead of relying on a single package or prefabricated solution.
Get the help you need from an experienced trust lawyer in Naples. Fill out our online form without delay.
Frequently Asked Questions
I already have a Michigan trust. Do I need a new one?
Your existing Michigan trust may still be useful, but it should be reviewed in light of Florida law and any property you now own in Naples. We often review current documents, confirm how they interact with Florida rules, and recommend updates or new documents when that would better reflect your current situation.
Will a revocable trust help my family avoid Florida probate?
A properly funded revocable trust can significantly reduce or avoid the need for formal probate for assets titled in the trust. Some assets may still pass by beneficiary designation or other methods. We explain how your specific accounts and properties are treated and design your plan accordingly.
How do you handle trusts for Naples snowbirds with homes in two states?
For snowbirds, we look at where you are domiciled, which courts would handle probate, and how each property is titled. Our attorneys work to coordinate documents so your Florida and out-of-state homes are addressed within one clear plan that reflects both Florida and your other state’s requirements.
Will I work directly with an attorney or mainly with staff?
At Hubbard Snitchler & Parzianello, you work directly with one of our attorneys on your trust planning. Staff may assist with scheduling and document handling, but our partners remain closely involved, so your questions and decisions receive the attention of seasoned legal professionals.
What should I bring to our first trust planning meeting?
It is helpful to bring or send copies of any existing wills or trusts, a general list of your assets and how they are titled, and information about real estate in Florida and other states. We can then have a focused conversation about how your current planning aligns with your goals.
For dedicated legal assistance, connect with our qualified trust lawyer in Naples. Contact (313) 546-9685 to arrange your consultation right away.
Talk To A Trust Lawyer
Thoughtful trust planning can spare your family the stress of a Florida probate, reduce uncertainty during a health crisis, and give you confidence that what you have built will be managed the way you intend. You do not need to sort through these decisions on your own.
Our attorneys bring together estate planning, business, and securities knowledge, along with experience serving clients who divide their time between Florida and Michigan. We take a practical, relationship-focused approach, so your questions are heard and your documents reflect your real life. If you are ready to discuss a trust or to have your current plan reviewed, we invite you to reach out.
To speak with one of our attorneys about trust planning in the Naples area, call (313) 546-9685.