Should I amend or restate my current trust?

Typically, to ensure that your trust is reflective of the most up to date legislation and that your desires will be honored, it is often recommended that a trust be restated if you are seeking significant modifications.  However, a simple “amendment” rather than full “restatement” may be more appropriate if you are returning to the same attorney for revisions who originally drafted it, the original trust is less than a few years old, and the changes you wish to make are minimal.

To have a Board Certified attorney review your current trust or find out what estate planning practices would best meet your individual needs, call our office today at (941) 906-1231.  Bach& Jacobs, P.A. represents clients throughout Florida, especially in Sarasota County and Manatee County.