Wealth Strategies

Legacy planning for growth with clarity

Shumaker has an entire team of experienced attorneys focused on serving the unique needs of business owners and other high-net-worth individuals and families.

With a proven history of character-driven relationships, clients feel comfortable trusting our attorneys with their most personal goals, visions, and legacies. We safeguard wealth and provide for ongoing personal and business legacies, helping clients create clear succession and business continuity plans. We also provide real estate and tax counsel for wealthy individuals and families.

Working alongside other professionals like accountants and financial planners, we can ensure that your current and future assets are protected and that your long-term objectives enjoy the legal and financial support that can protect them and bring them to fruition.

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
• Grantor retained annuity trust (GRAT) planning
• Guardianships
• Health care documents
• Insurance trusts or irrevocable life insurance trusts (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 (QPRTs)
• Retirement planning
• Sales to intentionally defective trusts
• Special needs trusts
• Spousal lifetime access trusts (SLATs)
• Succession planning
• Trust administration
• Trust planning
• Trust/estate litigation
• Wealth transfer planning
• Wills