AmericaTaxGroup Header Replica
TRUST FORMATION

Trust Formation

Protect Your Assets & Control Your Legacy. Get immediate help with a FREE consultation.

Get In Touch

*Text STOP to opt out at anytime. Message & data rates may apply...

Meeting discussion

Trust Formation

A properly structured trust can do what a standard will cannot—keep your estate private, avoid probate court, protect your assets, and minimize taxes. But each type of trust serves a different purpose:

  • Revocable Living Trusts allow you to maintain control of your assets during your lifetime, with the flexibility to make changes as your circumstances evolve.
  • Irrevocable Trusts provide stronger protection against estate taxes, lawsuits, and creditors, but cannot be easily changed once established.
At America Tax Group, we guide you through the entire trust formation process. Our tax attorneys and estate professionals help you determine which type of trust best fits your needs, draft all necessary legal documents, and ensure compliance with both federal and state laws. We also coordinate with your financial and tax planning strategies to maximize protection and minimize costs.

Whether you want to protect your family home, pass down a business, reduce estate taxes, or shield assets from creditors, we’ll design a trust that achieves your goals.

Get Immediate Help With:

  • Creating Revocable Living Trusts
  • Creating Irrevocable Trusts
  • Avoiding probate and ensuring privacy
  • Protecting assets from lawsuits and creditors
  • Minimizing estate and inheritance taxes
  • Updating or reviewing existing trusts

No More IRS Anxiety

Just 3 Steps with a Legal Team that Gets It

1

Get You Protected

Examine
with IRS/State
to stop threats.

2

Conduct Analysis

Pinpoint the
smartest path to
total relief.

3

Negotiate & Settle

Slash your
tax debt and
keep more.

Get Help with Trusts (Revocable & Irrevocable)

Setting up a trust is one of the smartest ways to protect your assets, reduce taxes, and control how your wealth is transferred. But choosing the wrong type of trust—or drafting it incorrectly—can cost your family time, money, and peace of mind.

In one phone call, you can get all your trust formation questions answered by an experienced estate and tax professional:

  • "Do I need a Revocable Living Trust, or is an Irrevocable Trust better for my situation?"
  • "How does a trust help me avoid probate?"
  • "How does a trust help me avoid probate?"
  • "Will my trust protect my assets from creditors or lawsuits?"
  • "What are the risks of drafting a trust without legal help?"
  • "How do I update or change my trust later on?"

Don’t leave your family’s future to chance. Get every trust question answered during yourFree No Obligation Consultation.

Consultation image
Daniel
Meet Daniel
The Trusted Lawyer
Leading Your Fight to Tax
Relief.
Known for his strategic, client-focused approach and personal attention, Daniel advocates fiercely to reduce tax debts, protect rights, and secure the best legal outcomes for every client.
LEARN MORE →

Hear it from our clients

Frequently Asked Questions

FAQ Section
Tax Debt Reduction & Payment Plans
IRS Collections & Enforcement
Refunds & Audits
Currently Not Collectible (CNC) Status
Can you reduce my tax liability including penalties?
Yes. Our licensed tax professionals explore all available legal strategies to reduce your total liability—including abating penalties where possible through IRS-approved programs.
Can you negotiate a favorable payment plan for me?
Absolutely. We work directly with the IRS and state agencies to set up Installment Agreements, Offers in Compromise, and other flexible payment plans based on your financial situation.
Can you lower my debt without a full payment through an Offer in Compromise?
Yes. If you qualify, the IRS may accept less than the full amount owed, based on your ability to pay and financial hardship.
Do you offer a free consultation?
Yes, we offer a 100% free and confidential consultation to evaluate your case and explain your options—no strings attached.
Can you stop the IRS from garnishing my wages?
Yes. We act quickly to stop wage garnishments by contacting the IRS and negotiating a resolution or submitting a hardship or appeal on your behalf.
Can the IRS collect my tax debt forever?
No. The IRS generally has 10 years from the date of assessment to collect a tax debt, known as the Collection Statute Expiration Date (CSED). However, certain events—like bankruptcy or filing an appeal—can pause that 10-year clock.
What happens after the IRS statute of limitations expires?
Once the CSED passes, the IRS can no longer legally collect that debt. However, they may become more aggressive the closer your debt is to expiration, so it’s important to have a tax professional monitor your case carefully.
Can you stop bank levies or property liens?
Yes. We can negotiate with the IRS to release or prevent bank levies and remove liens if you qualify for certain relief programs.
Can I get back an old tax refund I forgot to claim?
Only if it's within three years of the original filing deadline. After that, the IRS won't issue a refund—even if you were entitled to one.
How long does the IRS have to audit my tax return?
The IRS typically has 3 years from your tax filing deadline to complete an audit. In cases of suspected fraud, however, they may have more time.
Can I avoid penalties if I made a mistake on my return?
In some cases, yes. The IRS may remove penalties if you can show reasonable cause or qualify for First Time Penalty Abatement.
Will you represent me during an IRS audit?
Yes. Our licensed professionals can handle all communication with the IRS and represent you during the entire audit process.
What is the Currently Not Collectible (CNC) status?
This status temporarily stops IRS collections if you can prove financial hardship. While it doesn’t erase your debt, it can pause aggressive actions like levies and wage garnishments.
How do I qualify for CNC status with the IRS?
You must show that you can’t pay your tax debt without risking essential living expenses. The IRS considers your income, expenses, number of dependents, and even the cost of living in your county.
How long can I stay on CNC status?
Usually, the IRS reviews your financial situation every 2 years. If your hardship continues, you may remain in CNC status—but if your income rises, you could be removed from the program.
Can CNC stop interest from building on my debt?
No. Interest continues to accrue while in CNC, but it prevents active collection actions like garnishments and levies.

Blogs & News

Call Now Button