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Estate and Asset Protection Planning

Our Estate and Asset Protection Planning Practice Group routinely represent individuals and families, including those with substantial wealth, in all aspects of

  • wills and revocable trusts
  • asset protection trusts,
  • elder law issues and Medicaid planning.
  • business and wealth succession planning,
  • family limited partnerships and buy-sell agreements,
  • charitable trusts,
  • probate dispute mediation,
  • health care proxies,
  • financial powers of attorney, and
  • probate and trust administration.

We always strive to keep the client’s goals and objectives at the heart of the matter while handling such personal matters effectively, discreetly, and promptly.

At SHS, estate planning is a process that begins when an attorney sits down with the client to learn about a client’s financial make-up, family information, personal, health and medical issues, objectives, goals, and desires. In addition, we will consult with other family members, accountants, financial planners, and insurance professionals that the client wishes to be involved in the process. Our goal is to gather the information necessary to formulate and execute a comprehensive estate plan suited to each client’s personal situation.

Our Estate and Asset Protection Planning Practice Group assists families and fiduciaries in the probate and administration of estates and trusts. We will take on the burden of this process to make it as easy and painless as possible for our clients during these often difficult times. We organize and marshal the estate assets and prepare and file the federal and state estate tax returns when required.

Whether working with a young couple whose main concern is the guardianship appointment for their minor children or a complex estate replete with challenging issues, our Estate and Asset Protection Planning Practice Group treats each client and matter with the utmost care and personal attention in a cost-effective manner.

Click here for more Estate and Asset Protection Planning Information.

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