Trust planning is a powerful tool used to achieve a variety of estate planning and financial goals. Whether you are looking to protect your assets, minimize taxes, or provide for your loved ones, a well-drafted trust can offer significant advantages. Caperton Law has experienced Memphis-based trust attorneys who understand the complexities of both state and federal trust laws. We specialize in creating custom trust agreements that are tailored to your unique situation and objectives.
Tennessee is considered one of the most favorable states in the country for trust planning, thanks to its modern and flexible trust laws. Our firm stays up-to-date on Tennessee Code Annotated Title 35 and other relevant statutes to ensure your trust is fully compliant and strategically designed.
Enhanced Asset Protection
Reduced Estate Taxes
Avoidance of Probate
Greater Privacy in Estate Administration
Long-term Financial Control for Beneficiaries
Every trust attorney at Caperton Law prioritizes your financial well-being and legacy.
Every client has different goals, which is why our trust attorneys offer personalized solutions that may include:
No matter your needs, Caperton Law is committed to helping you understand your options and implement a strategy that gives you peace of mind and long-term security.
In uncertain financial circumstances, and especially for individuals involved in financially high-risk transactions or for professionals who retain liability for their performance, can be the difference between reaching your financial goals on time or having to extend your working years beyond retirement.
Asset protection trusts are irrevocable trusts that shield assets from creditors and provide peace of mind that an accident will not cause permanent financial damage. Generally, if done in advance according to the law, these trusts provide excellent protection from creditors and are seldom overturned or disqualified.
While the assets in such a trust are protected from creditors, individuals may use the trust income or principal and direct the investments of the trust. Trust agreements can last for years to protect your family for generations.
Self-settled asset protection trusts are created by you, the settlor, and managed by another individual. You, as the creator/settlor, can be the beneficiary of the trust. Asset protection trusts can also pass assets through to a beneficiary upon your death, effectively avoiding probate.
Working with a Memphis trust attorney ensures your asset protection strategy is solid, compliant, and aligned with your goals.
A living trust, also known as a revocable trust or inter vivos trust, is a legal document that allows you to transfer your assets into a trust during your lifetime. Unlike a will, a living trust becomes effective immediately and can be modified or revoked as long as you are mentally competent. Having a skilled trust attorney ensures that you can establish a living trust to help you retain control over your assets while providing for their smooth transfer to your beneficiaries after your passing, without the need for probate.
An irrevocable trust is a legal arrangement that generally cannot be changed or revoked without the consent of the beneficiaries. By transferring assets into an irrevocable trust, you remove them from your estate, relinquishing ownership and control. This helps protect the assets from creditors, estate taxes, and other risks.
Shield your wealth from lawsuits and financial threats.
Minimize taxable estate value with smart transfers into the trust.
Qualify for Medicaid benefits without spending down your assets unnecessarily.
Ensure assets are used responsibly with structured disbursement guidelines.
Set up trusts to support charitable causes while optimizing tax benefits.
A life insurance trust holds and manages life insurance policies for the benefit of your chosen beneficiaries. This powerful estate planning tool ensures that life insurance proceeds are managed and distributed according to your wishes.
Caperton Law is committed to helping clients across Memphis with clear, strategic trust planning. Whether you need a revocable trust, an asset protection trust, or a special needs trust, our experienced team is here to serve. Contact our Memphis office today to speak with a dedicated trust attorney. Let us help you secure your legacy with thoughtful, customized planning.
© 2025 Caperton & Campbell. All Right Reserved.
WEBSITE DESIGN BY LAB DIGITAL CREATIVE
