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TRUSTS

CSS offers a free consultation to review settlement and trust options, including minor, discretionary, special needs trusts, and Qualified Settlement Funds (QSFs). Our comprehensive service starts with a needs assessment and continues through final implementation, including securing court approval and trust tax ID numbers. We also provide ongoing account management to ensure long-term support.

Our experts are prepared to manage all types of trusts.

How can CSS help?

CSS offers assistance with each step of trust establishment and management, including the following services:

 

  • Review of trust type options and unique benefits – CSS implements various types of trusts (not just special needs trusts.)

  • Implementation experience with minors trusts and discretionary trusts.

  • Free consultations with plaintiff to review settlement options and benefits.

  • All-inclusive service starting with a needs assessment and ending with final implementation.

  • Securing court approval for QSF and trust tax ID numbers

  • Continuous supervision of the account

"I was involved in a settlement on a wrongful death suit. My attorney put me in contact with Marci Gordon to help explain what steps could be taken in the distribution of the money. Due to the nature of the settlement, both of my sons would also be receiving money from it. She helped me navigate the ins and outs of where mine and their money could go and how much it would be making for us down the line. Her expertise was greatly appreciated and I would recommend her to anyone looking to increase their financial status in the future."

Jaime O., Plaintiff

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CONTACT US

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ADDRESS

313 S. Central Ave, Oviedo 32765

PHONE

407-620-7471

EMAIL

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