Russ Cook & Associates, PC
view our Practice areas

Flexibility and utility on display with estate planning trusts

A financial adviser recently writing an article for Forbes leads off with - and then quickly discards - the premise that trusts are relevant estate planning instruments only for families with bags of money.

Contributor Rob Clarfeld does note, of course, that trusts do routinely play a central role in safeguarding assets and promoting multigenerational wealth transfers. He stresses, though, that viewing them in that limited capacity undersells trusts' broad-based utility for planners with highly varied needs.

The deep estate planning legal team at the Brentwood law firm of Russ Cook & Associates seconds Clarfeld in that assessment. We flatly note on our website that "there are many types of trusts to suit every desire." High-asset clients in Middle Tennessee and spanning the state do indeed focus often on wealth transfer. But they and other clients with a variety of goals also seek to promote other interests through trust creation.

Trusts allow for that, and impressively so. Their power in estate planning is repeatedly demonstrated across many dimensions. Clarfeld notes that creators can establish trusts to protect assets from creditors and/or to ensure that beneficiary distributions are made in a purposeful and timely manner. A trust can protect one or more loved ones with special needs and fund educations for future generations. It can spotlight charitable goals and address family legacy concerns.

On top of that, trusts confer the important benefit of probate-avoidance, which can often be a lengthy, expensive and highly public affair. They are also comparatively efficient vehicles when it comes to asset distribution, with property disbursements to beneficiaries typically being carried out in an expedited manner.

We note a key bottom line relevant to trusts on our website, namely, that they can be impressively tailored to personal needs.

Russ Cook & Associates welcomes contacts to our firm from parties interested in learning more about trusts and the powerful contributions they make in the estate planning realm.

No Comments

Leave a comment
Comment Information

What Our Clients Are Saying About Us

  • “Everyone we came in contact with was wonderful. The staff and Russ treated us like family at all times.”

    - June S.
  • “Being new to the area having moved from out of state, I was searching for an attorney to assist in elder estate planning for my mother. I was referred to Russ Cook & Associates and found the firm as a whole and Russ Cook himself to be very helpful and accommodating to my needs, as well as experienced and very knowledgeable on the matter I was seeking assistance. I would definitely recommend Russ Cook and Associates.”

    - Brad H.
  • “Mr. Cook and his staff were phenomenal to work with on my will. They are extremely professional and friendly and made the process seamless. They go above and beyond!”

    - Amber C.
  • “Russ took the time to answer my questions by email, so that I knew exactly what would take place when I visited his office and his time as well as mine was used efficiently. I appreciated his thoroughness and his professionalism, as well as that of his staff.”

    - JoAnn G.
  • “Overwhelmingly positive experience.”

    - Stephen W.
Email Us For A Response

Schedule An Initial Consultation Today

Contact us today to schedule a consultation by sending us an email or by calling 615-200-9117.
We assist clients throughout the Nashville area.

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Brand Contact

5141 Virginia Way
Suite 220
Brentwood, TN 37027

Phone: 615-200-9117
Fax: 615-370-5938
Brentwood Law Office Map

Office Hours:
Monday: 8:00 AM – 4:30 PM
Tuesday: 8:00 AM – 4:30 PM
Wednesday: 8:00 AM – 4:30 PM
Thursday: 8:00 AM – 4:30 PM
Friday: 8:00 AM – 4:30 PM

Summer Hours Office:
8:00 AM - 1:00 PM on Fridays
May 24th Through August 30th

Map Image