--- title: "Trust Attorney for Families, Founders, and High-Net-Worth Clients | Legacy Counsel" description: "Trust attorney for revocable living trusts, irrevocable trusts, ILITs, SLATs, GRATs, dynasty trusts, and trust funding. Fixed-fee trust design for NY, NJ, and OH clients." lang: en json-ld: | [ { "@context": "https://schema.org", "@graph": [ { "@type": "LegalService", "@id": "https://jacobslegacycounsel.com/#legalservice", "name": "Jacobs Legacy Counsel", "alternateName": [ "Legacy Counsel by Jacobs Counsel", "Jacobs Legacy" ], "url": "https://jacobslegacycounsel.com", "description": "Fixed-fee estate planning for high-net-worth families, founders, executives, and professional athletes. 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We map the right combination during a strategy call." } }, { "@type": "Question", "name": "Does a revocable trust reduce estate taxes?", "acceptedAnswer": { "@type": "Answer", "text": "No. Because you retain control, assets stay in your taxable estate. Reduction requires irrevocable trusts like ILITs, SLATs, or GRATs." } }, { "@type": "Question", "name": "Can I change an irrevocable trust?", "acceptedAnswer": { "@type": "Answer", "text": "Generally no, but modern drafting allows limited flexibility through trust protectors and decanting provisions." } }, { "@type": "Question", "name": "Do I still need a will if I have a trust?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. A pour-over will catches unfunded assets and names guardians for minor children." } }, { "@type": "Question", "name": "What happens if I do not fund my trust?", "acceptedAnswer": { "@type": "Answer", "text": "An unfunded trust controls nothing — those assets still pass through probate." } }, { "@type": "Question", "name": "How much does trust-based estate planning cost?", "acceptedAnswer": { "@type": "Answer", "text": "Every engagement is priced on a fixed fee. You know the full cost before any work begins." } } ] } ] --- A Practice of [Jacobs Counsel LLC](https://jacobscounsellaw.com) Serving NY · NJ · OH — Vol. 2026 [Legacy Counsel ](/) Firm Resources Estate Planning Trusts [Probate & Admin](/probate-trust-administration)[Pricing](/pricing)[Book Call](https://cal.com/drewjacobs/estate-planning)[Start Intake](/get-started) Menu 1. [Home](/) 2. Trusts Trusts & Legacy Planning Licensed NY · NJ · OH # Trust Attorney for Families, Founders, and High-Net-Worth Clients. We design, draft, and fund trusts for clients across [New York](/estate-planning/new-york), [New Jersey](/estate-planning/new-jersey), and [Ohio](/estate-planning/ohio) — from revocable living trusts to ILITs, SLATs, GRATs, and dynasty trusts. [Start Your Intake](/get-started)[Book a Consultation](https://cal.com/drewjacobs/estate-planning) Drew Jacobs — Admitted in NY, NJ, OH Licensed New York · New Jersey · Ohio Fees Fixed-fee, quoted before work begins Typical Timeline 30–60 days to signed & funded 01 / TRUST STRUCTURES ## The trusts we design for our clients. Every trust serves a different purpose — probate, tax, creditor protection, or multi-generational transfer. We match the structure to your situation. 01 / REVOCABLE LIVING TRUSTS ### Revocable Living Trusts [Learn more →](/trusts/revocable-living) #### What it is A trust you control during life. At incapacity or death, your successor trustee manages or distributes assets privately, without probate. #### Who it is for Families with minor children, multi-state homeowners, and anyone who values privacy. #### What problem it solves Probate is public, slow, and costly. A funded trust avoids it and eases incapacity transitions. #### When to consider it You own real estate, have minor children, or want a private, guardianship-free incapacity plan. [Discuss on a Strategy Call](https://cal.com/drewjacobs/estate-planning) 02 / IRREVOCABLE TRUSTS ### Irrevocable Trusts [Learn more →](/trusts/irrevocable) #### What it is A trust you cannot unilaterally amend. Assets transferred in generally leave your taxable estate and, if funded ahead of any claim, can gain creditor protection. #### Who it is for High-net-worth individuals with estate tax or liability exposure who want to lock in today's exemption. #### What problem it solves Assets in your name face estate tax and creditor claims. Irrevocable trusts separate them legally. #### When to consider it Your estate exceeds or approaches the federal exclusion (roughly $15M per individual in 2026), or you face liability exposure. [Discuss on a Strategy Call](https://cal.com/drewjacobs/estate-planning) 03 / IRREVOCABLE LIFE INSURANCE TRUSTS (ILITS) ### Irrevocable Life Insurance Trusts (ILITs) [Learn more →](/trusts/ilits) #### What it is An irrevocable trust that owns your life insurance policy, excluding the death benefit from your taxable estate. #### Who it is for Individuals whose estate, including insurance, exceeds the federal exemption. #### What problem it solves A large policy can push an estate over the exemption, triggering 40% tax. An ILIT removes it entirely. #### When to consider it Your policy, combined with other assets, creates estate tax exposure. Best set up before the policy issues. [Discuss on a Strategy Call](https://cal.com/drewjacobs/estate-planning) 04 / SPOUSAL LIFETIME ACCESS TRUSTS (SLATS) ### Spousal Lifetime Access Trusts (SLATs) [Learn more →](/trusts/slats) #### What it is An irrevocable trust for your spouse and descendants, keeping assets and appreciation outside both estates. #### Who it is for Married couples who want to use gift exemption without losing family access. #### What problem it solves The exemption could shrink. A SLAT uses it now while preserving access through your spouse. #### When to consider it You're married with exemption available and want assets out of the estate without losing all access. [Discuss on a Strategy Call](https://cal.com/drewjacobs/estate-planning) 05 / GRANTOR RETAINED ANNUITY TRUSTS (GRATS) ### Grantor Retained Annuity Trusts (GRATs) [Learn more →](/trusts/grats) #### What it is An irrevocable trust holding an appreciating asset; outperformance above the IRS rate passes gift-tax-free. #### Who it is for Founders and investors holding concentrated or pre-IPO equity likely to outpace the IRS rate. #### What problem it solves Appreciating assets compound tax exposure. A GRAT freezes value and transfers outperformance tax-free. #### When to consider it You hold assets with high growth potential relative to the current IRS rate; you must outlive the term. [Discuss on a Strategy Call](https://cal.com/drewjacobs/estate-planning) 06 / DYNASTY TRUSTS ### Dynasty Trusts [Learn more →](/dynasty-trusts) #### What it is A trust designed to last for generations, transferring wealth without repeated estate tax. #### Who it is for Families with significant wealth who want to benefit grandchildren and beyond. #### What problem it solves Each generation otherwise pays 40% estate tax on transfer. Dynasty trusts break that cycle. #### When to consider it You have wealth you don't need in your lifetime and want to benefit multiple generations. [Discuss on a Strategy Call](https://cal.com/drewjacobs/estate-planning) 07 / TRUSTS FOR MINOR CHILDREN ### Trusts for Minor Children [Learn more →](/estate-planning/families) #### What it is Holds assets for children not yet ready to inherit; the trustee releases assets in stages as they age. #### Who it is for Parents and grandparents who don't want to hand a lump sum to an 18-year-old. #### What problem it solves Minors can't legally inherit outright. Without a trust, a court appoints a guardian. #### When to consider it You have children under 25 or are naming them as beneficiaries — foundational for every parent's plan. [Discuss on a Strategy Call](https://cal.com/drewjacobs/estate-planning) 08 / SPECIAL NEEDS PLANNING COORDINATION ### Special Needs Planning Coordination [Learn more →](/estate-planning/families) #### What it is Holds assets for a beneficiary with disabilities without disqualifying them from Medicaid or SSI. #### Who it is for Families with a dependent who receives or may need needs-based benefits. #### What problem it solves An outright inheritance can disqualify someone from benefits. A trust supplements rather than replaces support. #### When to consider it You have a family member with a disability who receives or may need public assistance. [Discuss on a Strategy Call](https://cal.com/drewjacobs/estate-planning) 09 / TRUST FUNDING & BENEFICIARY COORDINATION ### Trust Funding & Beneficiary Coordination [Learn more →](/trusts/funding) #### What it is Retitling assets into the trust so it actually controls what it's meant to. Without funding, a trust is an empty shell. #### Who it is for Anyone who has created or is creating a trust — this is where most DIY plans fail. #### What problem it solves Well-drafted trusts often hold nothing because no one retitled assets, so probate still applies. #### When to consider it At completion of every trust-based plan and whenever you acquire new assets. We include funding guidance. [Discuss on a Strategy Call](https://cal.com/drewjacobs/estate-planning) IMPORTANT ## Trust strategy is state-specific and tax-sensitive. Trust law varies by state, and estate tax and asset protection rules influence the structure we recommend. Nothing on this page is legal advice for your situation. The right trust depends on a detailed review, provided during a strategy call. Drew Jacobs is licensed in New York, New Jersey, and Ohio. We represent clients whose residence, primary assets, or business interests are situated in those states. 02 / THE PROCESS ## How we design your trust plan. Understand, design, document, fund — trust structures matched to your assets, family, and state. 01 ### Confidential Intake Share your situation through our secure online intake. 02 ### Strategy Call A working session with Drew to map trust options under the law of your state. 03 ### Fixed-Fee Proposal A written scope and flat fee. You decide before we begin. 04 ### Design, Sign & Fund We draft, execute, and walk you through funding your trusts. 03 / PRICING ## Fixed-fee trust planning. We price trust engagements on a fixed-fee basis with no hourly billing surprises. A foundational revocable trust plan is quoted as a single package; irrevocable trusts are quoted individually based on complexity. [View our pricing approach →](/pricing) 04 / FAQ ## Common questions about trusts. ### Which trust is right for me? It depends on your goals — a revocable living trust for probate avoidance, or irrevocable structures for estate tax exposure. We map the right combination during a strategy call. ### Does a revocable trust reduce estate taxes? No. Because you retain control, assets stay in your taxable estate. Reduction requires irrevocable trusts like ILITs, SLATs, or GRATs. ### Can I change an irrevocable trust? Generally no, but modern drafting allows limited flexibility through trust protectors and decanting provisions. ### Do I still need a will if I have a trust? Yes. A pour-over will catches unfunded assets and names guardians for minor children. ### What happens if I do not fund my trust? An unfunded trust controls nothing — those assets still pass through probate. ### How much does trust-based estate planning cost? Every engagement is priced on a fixed fee. You know the full cost before any work begins. [Read the full FAQ →](/faq) RELATED - [Estate Planning](/estate-planning) - [New Jersey Estate Planning](/estate-planning/new-jersey) - [New York Estate Planning](/estate-planning/new-york) - [Ohio Estate Planning](/estate-planning/ohio) - [Probate & Trust Administration](/probate-trust-administration) - [Pricing](/pricing) - [FAQ](/faq) - [Contact](/contact) NEXT STEP ### Talk to Legacy Counsel about your trust plan. Fixed-fee trust planning for clients in New York, New Jersey, and Ohio. [Start Intake](/get-started)[Book a Consultation](https://cal.com/drewjacobs/estate-planning) Drew Jacobs is licensed in New York, New Jersey, and Ohio. Nothing on this page constitutes legal advice or an offer to represent you in a jurisdiction in which we are not licensed. Trust and tax law is highly state-specific — the right structure for a New York client may differ materially from the right structure for an Ohio or New Jersey client. Free Download ### Will or Trust? A Side-by-Side Comparison The honest comparison — court involvement, privacy, incapacity, out-of-state property, and cost over time — plus when a will alone is genuinely enough in New York, New Jersey, and Ohio. Send it to me Educational material only — not legal advice. Requesting the guide does not create an attorney-client relationship. We do not sell or share your email. **Prospective Client Disclaimer.** Submitting this form does not create an attorney-client relationship. Do not send confidential or time-sensitive information until we have signed an engagement letter. We will review your submission and follow up to discuss whether we can represent you. By submitting, you consent to be contacted about your inquiry. Estate Planning & Legacy Counsel Legacy Counsel by Jacobs Counsel. Fixed-fee estate planning, trusts, wills, and generational wealth strategy for high-net-worth families. 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All rights reserved. Attorney Advertising. Prior results do not guarantee a similar outcome. **Jurisdiction.** Drew Jacobs is licensed to practice law in New York, New Jersey, and Ohio . Estate planning is highly state-specific — laws governing wills, trusts, probate, estate and inheritance tax, and asset protection vary materially by jurisdiction. We represent clients whose residence, primary assets, or business interests are situated in NY, NJ, or OH. For matters involving other states, we coordinate with qualified local counsel. Nothing on this site constitutes legal advice or an offer to represent you in a jurisdiction in which we are not licensed.