Florida Trust Attorney

A basic will may not be enough to protect your family, your property, or the wealth you have worked hard to build. If you own real estate, have a growing estate, operate a business, or want to make things easier for your loved ones, a trust-based estate plan can give you more control, privacy, and long-term protection.

At Lomba P.A., we help individuals, families, business owners, and high-net-worth clients in Florida create customized trust plans designed to protect assets, avoid unnecessary probate, prepare for incapacity, and preserve wealth for future generations.

Fill out the form below to view your estate planning options and schedule a free consultation.

Trust Planning Built for Florida Families

Trusts are one of the most effective estate planning tools because they allow you to decide how your assets should be managed, who should control them, and when beneficiaries should receive them. A properly drafted trust can also help reduce family conflict, protect privacy, and create a smoother transition after death.

Lomba P.A. assists with a wide range of trust services, including:

• Revocable Living Trusts

• Dynasty Trusts

• Irrevocable Trusts

• Spousal Lifetime Access Trusts, also known as SLATs

• Special Needs Trusts, when applicable

• Charitable Lead Trusts

• Charitable Remainder Trusts

• Irrevocable Life Insurance Trusts

• Pour-Over Wills

• Trust funding guidance

• Property deed preparation

• LLC formation

• Custom operating agreements

• Business succession agreements

Why Florida Clients Use Trusts

A trust can be used for far more than simply passing assets to beneficiaries. For many clients, it becomes the foundation of a complete estate plan.

A trust may help you:

• Avoid probate for properly titled assets

• Keep family matters private

• Protect children, grandchildren, and future generations

• Create rules for how and when beneficiaries receive assets

• Prepare for incapacity without unnecessary court involvement

• Coordinate real estate, business interests, and investment assets

• Support loved ones with special needs

• Include charitable giving in your estate plan

• Preserve wealth through long-term planning

Advanced Dynasty Trust Planning

For families who want to create a lasting legacy, dynasty trust planning can be one of the most powerful tools available. A dynasty trust is designed to hold and manage assets for multiple generations, helping protect wealth for children, grandchildren, and future descendants.

This type of planning may be especially valuable if you want to:

• Keep family assets protected over time

• Provide structured distributions instead of outright inheritances

• Protect beneficiaries from poor financial decisions

• Reduce the risk of inheritance disputes

• Create long-term trustee oversight

• Preserve real estate, business interests, or investment assets

• Build a legal structure for future generations

Lomba P.A. helps clients determine whether a dynasty trust makes sense based on their family structure, assets, business interests, and long-term goals.

Revocable Living Trusts

A revocable living trust is often the starting point for a strong Florida estate plan. It allows you to keep control of your assets during your lifetime while creating a clear plan for management and distribution after death.

A revocable living trust may help your loved ones avoid the delays and costs of probate, especially when real estate and other assets are properly transferred into the trust.

Irrevocable Trusts and SLATs

For clients who need more advanced asset protection and estate planning, irrevocable trusts and SLATs may offer additional planning opportunities. These trusts can help structure ownership, preserve assets, and support long-term wealth transfer goals.

Because irrevocable trust planning requires careful legal drafting, our firm works closely with clients to understand their objectives before recommending a strategy.

Trust Planning for Real Estate Owners

Florida real estate often plays a major role in estate planning. If your property is not properly titled, your family may face probate, delays, or avoidable complications.

Lomba P.A. assists with:

• Deeds transferring property into trust

• Lady Bird Deeds

• Trust funding guidance

• Real estate ownership review

• Property deed preparation

• Coordination between trusts, wills, and beneficiary designations

Estate Planning for Business Owners

If you own a business, your estate plan should protect both your family and your company. Without a clear plan, your business may face ownership disputes, operational uncertainty, or succession issues if something happens to you.

Our firm helps business owners plan with:

• Business succession agreements

• Trust-based ownership planning

• LLC formation

• Custom operating agreements

• Financial powers of attorney

• Property deed planning

• Asset protection strategies

The goal is to protect the business you built while giving your family, partners, and successors clear direction.

Complete Estate Planning Documents

In addition to trust planning, Lomba P.A. prepares the supporting documents needed to create a complete estate plan, including:

• Last Will and Testament

• Pour-Over Will

• Health Care Directives

• Living Will

• Health Care Surrogate Designation

• Financial Power of Attorney

• Trust funding letter

• Asset checklist

• Florida-compliant estate planning documents

These documents help ensure that your wishes are clear and that the right people have authority to act if you become unable to make decisions.

Why Choose Lomba, P.A.?

Estate planning is not one-size-fits-all. Your plan should reflect your family, your assets, your business interests, and your long-term vision.

Clients choose Lomba P.A. because we offer:

• Attorney-drafted Florida estate plans

• Trust-focused planning strategies

• Advanced legacy planning options

• Business owner planning support

• Real estate and deed planning

• Clear guidance from start to finish

• Flat-fee planning options

• No hidden fees

• Free consultation

Start With a Free Consultation

The best time to create a trust is before your family needs one. Whether your goal is to avoid probate, protect real estate, preserve wealth, plan for children or grandchildren, or create a long-term legacy, Lomba P.A. can help you take the next step.

Fill out the form below to view your estate planning options and schedule your free consultation.