Building Trusts That Protect Your Legacy

Protect Your Assets with Trusts in Mooresville, NC

Flexible Solutions for Your Estate Planning Needs

A well-crafted trust can do more than distribute your assets—it can secure your legacy, reduce taxes, and simplify life for your loved ones. At Tarantino Law, we help North Carolina families in Mooresville, Sherrills Ford, Denver, and Troutman create personalized trusts that reflect their wishes and protect what matters most. Whether you're starting fresh or revising an older plan, we make the process approachable, clear, and tailored to your needs.

Types of Trusts We Draft and Manage

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Revocable Living Trusts

Ideal for those who want flexibility, a revocable trust allows you to manage assets during your lifetime and pass them on without going through probate.

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Irrevocable Trusts

Looking for asset protection or tax strategies? These binding trusts offer long-term security for families with significant or vulnerable assets.

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Special Needs Trusts

Ensure a loved one with disabilities is cared for—without disqualifying them from essential government benefits.

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Charitable Trusts

Support the causes you care about and gain tax advantages while creating a meaningful legacy.

Revocable vs. Irrevocable Trusts

Revocable trusts are flexible and can be altered or revoked during your lifetime. They’re a popular choice for individuals who want to maintain control over their assets.


Irrevocable trusts, by contrast, are fixed once signed. But they offer strong benefits like estate tax reduction, asset protection, and Medicaid planning.


We'll walk you through both options to determine what best fits your goals.

Get the Answers You Need to Plan with Confidence

FAQs About Trusts in North Carolina

  • Do trusts avoid estate taxes?

    Irrevocable trusts can reduce your taxable estate, but North Carolina doesn’t impose a state estate tax. We evaluate your needs based on federal thresholds and family goals.

  • Can I serve as my own trustee?

    Yes, for revocable trusts. Many clients name themselves and designate a backup trustee for when they’re no longer able to serve.

  • How do trusts help blended families?

    Trusts offer structure. They can provide for a surviving spouse while preserving inheritance rights for children from a prior marriage—avoiding future conflicts.

  • What assets belong outside a trust?

    Some retirement accounts, like IRAs, should remain outside the trust for tax reasons. We'll help you align your beneficiary designations to support your full plan.

Ready to Build a Trust That Works for You?

Whether you're planning for peace of mind or protecting real estate in Troutman or Denver, we’re here to help. Book a free 15-minute consultation and take the first step toward a plan that grows with your life.