Estate Planning & Probate

Generations of families depend on ShuffieldLowman to handle their estate planning. Working with clients who have a broad  range of net worth, the firm offers secure solutions for the transfer of assets to children, spouses, loved ones and charities through a variety of creative tax-saving options, including revocable trusts, irrevocable trusts, generation-skipping trusts and charitable trusts, just to name a few.

The firm also meets a wide variety of probate-related needs, working with those appointed to manage the estate of a decedent through the probate process and the management of an estate's assets. Among the services are asset analysis; counseling and personal representation of estates, trustees, and beneficiaries; obtaining and coordinating services from other firms; and preparing tax returns. The chief concern is the preservation of assets and the protection of clients’ rights through effective administration and transfer or, when necessary, through litigation.

In addition, the firm has built a strong practice in the areas of business succession and high net worth planning, encompassing such areas as family governance, family partnerships dynasty trusts, liquidity planning, estate and income tax planning, and retirement and compensation plans.

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