Lafayette Irrevocable Trust Attorneys

If you're thinking about establishing an irrevocable trust, you want guidance from someone who will take the time to understand your goals, not push you into a one-size-fits-all solution. The irrevocable trust lawyers with Oak Grove Estate Planning will work with you to create a strategy that secures your assets, minimizes tax burdens, and ensures your loved ones benefit exactly as you intend.

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Protecting Your Legacy with the Power of an Irrevocable Trust

An irrevocable trust is a powerful tool for preserving wealth, shielding assets, and planning for long-term care. Unlike revocable trusts, these trusts lock in your wishes and remove designated assets from your taxable estate—creating a strong foundation for protecting your legacy. They also safeguard your estate from potential creditors, lawsuits, and rising healthcare costs. At Oak Grove Estate Planning, we take the time to understand your family’s goals, offering clear guidance and creating a trust structure that delivers long-term peace of mind. Whether you're protecting generational wealth, preparing for Medicaid eligibility, or ensuring a family business stays in the right hands, we’ll help you implement a plan built to last.

More Than Protection—A Strategic Estate Planning Too

Irrevocable trusts offer more than just asset protection—they open doors to meaningful benefits for you and your loved ones. By removing certain assets from your estate, you may reduce or eliminate estate taxes, preserve Medicaid eligibility, and protect inheritances from legal disputes or financial mismanagement.

These trusts are especially valuable in situations involving:

High-value estates concerned about tax exposure
Loved ones with disabilities who rely on government benefits
Family-owned businesses that require continuity planning
Charitable giving goals tied to lifetime income

Our Lafayette-based trust attorneys will guide you through the full range of benefits and help determine how an irrevocable trust can fit into your overall estate strategy.

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Choosing the Right Irrevocable Trust for Your Goals

There’s no universal solution when it comes to trust planning. Different goals require different tools—and the right trust will depend on your priorities.

Special Needs Trusts protect vulnerable family members without disqualifying them from vital government assistance.
Charitable Remainder Trusts allow you to support a nonprofit cause while receiving income during your lifetime.
Irrevocable Life Insurance Trusts (ILITs) ensure that life insurance payouts are excluded from your taxable estate, maximizing the inheritance passed to your beneficiaries.
Asset Protection Trusts shield wealth from future legal claims and liabilities, adding a layer of long-term security.

We walk you through your options clearly and patiently. At Oak Grove Estate Planning, we never rush or push. Instead, we craft estate planning strategies that reflect your values, finances, and future vision.

Words from Families We've Helped

True Peace of Mind

“Planning for our child with special needs was our biggest concern. We wanted to make sure they would be financially secure and properly cared for, even when we’re no longer around. Oak Grove Estate Planning helped us set up a special needs trust and other legal protections we never even knew existed. Thanks to their guidance, we now have a plan that gives us true peace of mind.”

— Rebecca & Michael L.

Clear & Easy to Understand

“We always thought estate planning was something we’d get to ‘one day,’ but with our kids heading off to college and into adulthood, we realized we needed a plan. Oak Grove Estate Planning made everything clear and easy to understand. Now, we have a will, powers of attorney, and a plan that ensures our children will be taken care of no matter what. We’re so grateful for their guidance and expertise!”

— Lisa & Mark T.

We Feel Relieved

“We had always put off estate planning, thinking it was complicated and overwhelming. Oak Grove Estate Planning changed everything for us. They walked us through each step, from wills to trusts and healthcare directives, ensuring our wishes are honored and our children won’t have to deal with legal headaches. We feel relieved knowing everything is in place and handled by a firm we trust.”

— David & Susan M.

Simple & Stress Free

“As new parents, we constantly worried about what would happen to our children if something happened to us. Oak Grove Estate Planning helped us create a solid plan for guardianship and ensure our kids would be cared for by the people we trust most. We now have total peace of mind knowing our family’s future is secure. This firm truly understands the concerns of young families and makes the process simple and stress-free.”

— The Williams

Compassion and clarity throughout

I've had the pleasure of knowing and working alongside Andrew for several years. He is not only an incredibly knowledgeable estate planning attorney, but also one of the most caring and genuinely helpful people you'll ever meet. Throughout his career, he has helped thousands of individuals and families navigate some of life’s most important decisions with compassion and clarity. I highly recommend his firm to anyone in need of trustworthy, top-tier estate planning services. You’ll be in great hands!

— Kade S.

Genuine and dependable

Andrew possesses all the qualities and knowledge you would hope for in someone helping you plan for the future! He is such a kind, genuine, honest, and dependable person in all that he does!

— Karrigan D.

Honest Advice and Ongoing Support

Establishing an irrevocable trust is a major step—and we’re with you for every part of the journey. Once your trust is created, our commitment doesn’t end. We provide continuous guidance and complementary check-ins to help you adapt your estate plan as your life changes.

Whether you’re navigating a new financial decision, facing a healthcare need, or simply updating your estate plan, our Lafayette attorneys will be ready to assist. Our goal is to create a relationship built on trust and transparency—not a one-time transaction.

What to Know Before Setting Up an Irrevocable Trust

Because irrevocable trusts cannot be changed without beneficiary consent, it’s critical to understand the full scope before moving forward. Our team will walk you through each decision—explaining how the trust will operate, what control you’ll retain, and how your assets will be managed.

If retaining access to certain assets is important to you, we’ll help explore flexible planning techniques that preserve both control and protection. The key is to balance legal strength with your personal comfort—and we’re here to help you do just that.

Work With a Lafayette Irrevocable Trust Attorney Today

Your estate plan deserves careful attention, not shortcuts. At Oak Grove Estate Planning, our Lafayette irrevocable trust lawyers take pride in offering personalized, thoughtful guidance that reflects what truly matters to you.

Whether you're just beginning to explore trust planning or ready to take the next step, we’re here to help you move forward with confidence and clarity. Reach out today to schedule a consultation and discover how we can help you build a lasting, secure legacy.