Wealth Strategies

Shumaker Capabilities Wealth Strategies
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Wealth Strategies
Wealth Strategies Service Line

Wealth Strategies Capabilities

  • Adoptions
  • Analysis of state residency
  • Asset alignment
  • Asset protection planning
  • Asset protection trusts
  • Business succession planning
  • Buy-sell agreements
  • Charitable lead trusts
  • Charitable planning
  • Charitable remainder trusts
  • Close corporation agreements
  • Credit shelter trusts
  • Discount planning
  • Elder law planning
  • Estate administrations
  • Estate planning
  • Estate tax avoidance planning
  • Family partnerships and LLCs
  • Gift tax returns
  • Grantor trust planning
  • GRAT planning
  • Guardianships
  • Health care documents
  • Insurance trusts or ILITs
  • IRS audits and tax controversies
  • LLC formation 
  • LLC operating agreements
  • Marital trusts
  • Powers of attorney
  • Premarital/postmarital agreements
  • Private foundations
  • Probate avoidance
  • Qualified personal residence trusts or QPRTs
  • Retirement planning
  • Sales to intentionally defective trusts
  • Special needs trusts
  • Spousal lifetime access trusts or SLATs
  • Succession planning
  • Trust administrations
  • Trust planning
  • Trust/estate litigation
  • Wealth transfer planning
  • Wills

CONTACT

David J. Rectenwald
Partner, Wealth Strategies National Service Line Leader
Lynn F. Chandler
Partner, Wealth Strategies Regional Service Line Leader
G.P. Diminich
Charleston Managing Partner, Wealth Strategies Regional Service Line Leader
Ashley S. Hodson
Partner, Wealth Strategies Regional Service Line Leader
Jon P. Skelton
Partner, Wealth Strategies Regional Service Line Leader
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