Trust Attorney in Boise, Idaho Secure Your Legacy with Skilled Trust Planning
Most Ada County families don't think about the probate process until they're already in the thick of it. At Exceed Legal, our experienced trust attorneys in Boise, Idaho, help individuals and families build plans that keep estates out of that process entirely.
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Our Areas of Focus in Trust Law
Our attorneys work with families on the following trust structures:
Revocable Living Trusts
We can help you establish a revocable living trust, allowing you to manage your assets during your lifetime while providing for their distribution after your passing. These trusts are among the most effective tools for bypassing Idaho's probate courts, allowing your beneficiaries to receive their inheritance without a public court process or extended delays.
Irrevocable Trusts
Our Boise trust attorneys use their advanced knowledge to handle the creation of irrevocable trusts, offering a variety of options to achieve your specific objectives. These may include protecting assets from creditors, minimizing estate taxes, or providing long-term financial support for beneficiaries.
Special Needs Trusts
Our team works with families across Ada County who have a loved one with a disability or special need. We know how to create special needs trusts that protect the beneficiary's eligibility for SSI and Medicaid while preserving their long-term financial security.
Charitable Trusts
We help individuals and families establish charitable trusts to support causes they care about, while maximizing their tax benefits and honoring their philanthropic intent.
Trust Administration
Our dedicated Boise trust lawyers work with trustees to fulfill their obligations under Idaho Code Title 68 and manage trust assets according to the trust's terms. We assist with investment decisions, tax filings, and distributions to beneficiaries.
Have Questions About Your Trust Options?
Schedule a consultation with our skilled trust lawyers in Boise, ID, to go over what fits your family and your assets.
Why Choose Exceed Legal for Your Trust Needs
A trust can be advantageous in many ways. Among other things, the right arrangement can help you achieve the following goals.
We Tailor Your Trust to Your Goals
Our trust lawyers in Boise, ID, work closely with each client to build an arrangement that reflects their actual goals, assets, and family circumstances. Every question gets answered before any document is signed.
We Structure Your Trust to Shield Your Assets
We draft your trust's terms to shield your assets from creditors and lawsuits, protecting your family's financial security for the long term.
We Plan Around Your Tax Exposure
We structure your trust to reduce or eliminate avoidable estate tax exposure, so more of what you've built actually reaches your loved ones.
We Build In the Exact Terms You Want
We draft your trust to set the exact inheritance terms you choose, including staggered distributions for minor or unprepared beneficiaries, managed by a successor trustee you select.
We Build a Plan for Incapacity
We name a successor trustee in your trust who can step in and manage your assets if you become unable to do so yourself, without court intervention or a separate legal process.
Meet Our Boise Trust Attorneys
attorneyErik Bolinder
attorneyIan W. Gee
attorneyHeidi Burgoyne
FAQ
- Do I need a will or a trust in Idaho?
Both documents are often used together. A Last Will and Testament directs asset distribution but requires Idaho's probate process. A funded living trust bypasses probate entirely, allowing faster, private distribution to beneficiaries. Idaho's probate process is governed by Title 15 of the Idaho Code.
- What are a trustee's duties under Idaho law?
Under Idaho Code § 68-106, a trustee must act as a prudent person, maintaining full fiduciary accountability to beneficiaries throughout the life of the trust. Duties include loyalty, prudent investment, accurate recordkeeping, and timely distributions. Trustees who breach those duties face personal liability.
- Does a trust need to be funded to work?
Yes. A trust that is drafted but never funded is effectively useless. Funding means re-titling assets into the trust's name (real estate, bank accounts, investments) so they fall under its terms. Our attorneys assist with this as part of the trust formation process.
- I've heard that trusts can help avoid probate. How does that work in Idaho?
In Idaho, assets held within a living trust typically bypass the probate process, which can be time-consuming and expensive. That means your assets will be distributed to your beneficiaries more efficiently and privately, avoiding the public scrutiny of probate court.
- My children are still young. Should I name a guardian for them in my trust?
A guardian designation for your minor children is strongly advisable. That designation gives your chosen guardian (typically a trusted friend or family member) the legal authority to make decisions about your children's care and upbringing if you’re no longer able to do so.
- I'm worried about my ability to manage my finances in the future. Can a trust help with that?
Yes. A revocable living trust lets you name a successor trustee who steps in automatically if you become incapacitated, with no court involvement required. Unlike a durable power of attorney, which can be challenged or revoked, a trust gives the successor trustee clear, immediate authority to manage your assets under the terms you set while you were still able to do so.
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Ready to Discuss Your Estate Planning Needs?
Let our capable legal team help you secure what you’ve worked so hard to build. Contact us today and experience the Exceed Legal difference.