Review by Michelle Maskaly
M
Great experience! Very helpful and prompt service.
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Irrevocable Trusts in Orlando, FL Made Simple
An irrevocable trust can protect your assets. It can also cut estate taxes. It may help you qualify for Medicaid.
Know The Signs
When an Irrevocable Trust Makes Sense
Families often come to us after a scare. Maybe a parent needs nursing care and Medicaid rules threaten savings. Maybe a business owner wants assets out of reach of future lawsuits. An irrevocable trust moves your assets out of your name for good. This protects them. But you give up control. This trade-off isn't for everyone. It's different from a revocable trust in important ways[1]. We talk with clients near UCF and across Orange County about this every week. Waiting too long before a health crisis or lawsuit can close the door on this option entirely.
3 Yrs
Fallon Gomez has guided Central Florida families through trust planning since founding the firm.
Flex
Virtual, phone, in-hospital, or office meetings fit around your schedule.
Clear
You'll know exactly what you're signing and why before you sign it.
Common Uses
Medicaid Planning
We help families shield savings from nursing home costs while meeting Florida's look-back rules.
Asset Protection
Business owners and professionals use these trusts to put property out of reach of future creditors.
Estate Tax Reduction
Larger estates can lower tax exposure by moving assets out of a taxable estate.
Special Needs Planning
We set up trusts that protect a disabled family member without losing government benefits.
Life Insurance Trusts
Keep a policy payout outside your taxable estate while still caring for loved ones.
Business Succession
Pass a family business to the next generation with structure built into the trust itself.
Why Us
Why Orlando Families Trust Us With Irrevocable Trusts
This decision is permanent, so it deserves care. We walk through every option before you commit to anything. You won't feel rushed, and you won't feel talked down to. Our goal is a plan that fits your family, not a form pulled off a shelf.
What to Expect When You Call
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We'll explain the difference between revocable and irrevocable trusts in plain language.
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You'll get a plan built around your family and your goals, not a template.
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We'll answer your questions about Medicaid, taxes, and asset protection honestly.
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You can meet with us in person, by phone, by video, or even at the hospital.
Next Step
Protect Your Family's Future Today
An irrevocable trust is a big decision, but you don't have to figure it out alone. Our estate planning attorney team is ready to walk you through it.
Simple Steps
How Setting Up an Irrevocable Trust Works
We keep the process clear from the first call to the final signature.
1
Talk Through Your Goals
We start with a conversation about your assets, your family, and what you're trying to protect. No pressure, no jargon.
2
Build Your Trust Plan
We draft the trust language to match your goals, whether that's Medicaid planning, asset protection, or tax savings. You review every detail before anything is final.
3
Sign and Fund the Trust
Once you approve the plan, we help you sign and transfer assets into the trust properly. This step matters, so we make sure it's done right.
Fair Pricing
Irrevocable Trust Cost in Orlando
Cost depends on how complex your estate is and what the trust needs to accomplish. A simple Medicaid planning trust costs less than one built around a business or multiple properties. We quote a flat fee upfront after our first conversation, so there's no mystery bill later. Irrevocable trusts give up control for protection. We make sure you understand this trade-off before you pay for anything[1].
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You'll get a flat quote before any work begins.
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No hidden fees added after the fact.
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We explain every cost in plain language, not legal shorthand.
Typical price range
$1,500 - $5,000+
Trusts built for Medicaid planning alone tend to cost less.
Business or multi-property trusts take more drafting time, which raises cost.
Funding the trust, like retitling property, can add steps and cost.
Combining the trust with a full estate plan review may save money overall.
Reviews
What Our Customers Say
Review by John Johnson
J
The team at Legacy Legal is top notch. They guided me through some intricate business issues regarding estate planning and donations. They never hesitated to answer any questions that I had and made the entire process seamless and efficient. I highly recommend.
Review by Laurie Johnson
L
I can not thank Legacy Legal enough for all of their help and professionalism with a couple of different situations we needed handled. They were able to handle both my personal and business issues and address the concerns that I had in making sure everything was prepared correctly. Ms. Gomez was such a delight to work with and made an emotionally challenging situation a positive one. Do not hesitate to use them!!!
Review by E Sanchez
E
Attorney Gomez is extremely helpful and knowledgeable with estate planning. She helped me by informing me about the best way to set up my will and my advanced directive. Always available on the phone. Can't say enough about how helpful she is and how comfortable she made the completion of the paperwork.
Have recommended to friends and family. Excellent still seems low.
Review by Michael
M
Fantastic service and highly knowledgeable when it came probate court filings. Their professionalism is top notch and dealing with "problematic" family members was exceptional.
All-in-all highly recommended.
Review by Michelle Tietjen
M
Attorney Gomez is fantastic. Professional, straightforward, and knowledgeable. I knew from the moment we spoke, I was in capable hands. Attorney Gomez is a blessing and I’m grateful for her guiding us through a difficult time.
Review by loren aldrich
L
Such an amazing experience. After losing my husband so young and suddenly I realized how important being prepared is. The attorney was so patient and helpful during such a hard time. I can't thank their staff enough for all they did.
Your Questions
Irrevocable Trust Questions, Answered
Here are the questions we hear most from Orlando families.
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How much does an irrevocable trust cost in Orlando?
Most irrevocable trusts cost between $1,500 and $5,000 depending on complexity. We give you a flat fee quote after hearing your goals. There are no surprise charges added later.
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How long does it take to set one up?
Most irrevocable trusts take two to four weeks from our first meeting to signing. Complex estates with multiple properties can take longer. We move as fast as your situation allows.
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Can I write an irrevocable trust myself?
You can, but we don't recommend it for this type of trust. One drafting mistake can cost you Medicaid eligibility or tax benefits for years. A single consultation often saves families far more than it costs.
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How is this different from a revocable trust?
A revocable trust lets you change or cancel it anytime, while an irrevocable trust generally cannot be undone. That permanence is what gives it stronger asset protection and tax benefits. We help you decide which one actually fits your goals.
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How soon should I set this up before needing Medicaid?
Florida's Medicaid look-back period is five years, so earlier is always better. Waiting until a health crisis hits can limit your options a lot. We've seen families miss this window by just a few months.
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What are signs I need an irrevocable trust?
Common signs include a growing business, concern about future lawsuits, or an aging parent who may need nursing care. If your estate could face taxes or creditor claims, it's worth a conversation. We'll tell you honestly if you don't need one yet.
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Can I still benefit from assets after they're in the trust?
It depends on how the trust is structured, since some allow limited access while others don't. We design the terms around what you actually need during your lifetime. This is one of the first things we review together.
