Estate Administration

We ensure the seamless transition of our clients’ personal and business assets to successive generations.

The Shumaker, Loop & Kendrick, LLP Wealth Strategies Service Line offers clients a full range of estate planning and estate administration services. We regularly advise our clients on a broad range of related matters, including complex and sophisticated estate planning strategies like generation-skipping transfers, charitable giving, insurance planning, business succession planning, and wealth transfer planning.

Our planning services are complemented by our active Estate Administration practice. Our experienced lawyers take a team approach in administering estates of all sizes—from the small and simple to the large and complex for business owners, professionals and executives, retirees, and high-net-worth individuals. Shumaker lawyers and legal assistants work closely with clients—and their advisors, including trust officers, accountants, and financial advisors—to facilitate smooth and ongoing estate administration.

Should estate or gift tax returns be audited, clients count on us to deal directly with Internal Revenue Service agents and state taxing authorities and, when necessary, litigate unresolved issues. We work alongside our trial lawyers in litigating claims that relate to an estate or need to be brought by an estate.

Our substantial support in administering client estates and trusts after death includes advising fiduciaries regarding their duties, preparing estate and trust income tax returns, and serving as an advisor or co-advisor when it benefits our clients and their families.

In addition, our firm’s presence in multiple states—from Ohio, Florida, and North Carolina to Michigan, South Carolina, and many others—dramatically increases our ability to meet our clients’ estate planning and estate administration needs. We regularly help clients with two or more residences determine the state of domicile that best suits their estate planning needs. To maintain our broad-based practice, we keep up to date on all the latest estate planning tools and techniques and present estate planning seminars to our clients.

Our Clients

  • Business owners
  • Physicians, lawyers, and other professionals
  • Entrepreneurs and corporate executives
  • Retirees
  • Private nonprofit foundations formed for estate planning and charitable giving

Our Services

  • Assistance with estate and trust administration, including advising trust fiduciaries of their duties and preparing estate and trust income tax returns
  • Resolution of estate administration controversies and disputes
  • Assistance with audits by IRS agents and state taxing authorities
  • Litigation of tax issues
  • Litigation of claims related to an estate or that need to be brought by an estate