Trusts and Estates

Clients rely on us to plan and execute their wishes for the next generation.

Our Trusts and Estates practice focuses on all areas of personal succession, business succession, insurance, and asset protection planning to develop fully informed estate plans that meet the specific needs and wishes of individuals, families, and business owners. Strong, long-lasting lawyer-client relationships allow us to respond effectively to our clients’ evolving estate planning and estate administration objectives.

We regularly advise high-net-worth individuals and business owners on estate planning strategies—ranging from generation-skipping transfers and business succession planning to charitable giving and insurance planning—that maximize wealth preservation and minimize taxes on transfers to family members, charities, and other recipients. Since the complexities of estate planning can involve many areas of the law, we arrange for clients whose complex estate plans are impacted by tax, corporate, and pension planning issues to consult with firm colleagues in these areas in order to develop fully informed plans. Working closely with our clients and their advisors, including trust officers, accountants, and financial officers, our experienced team of trusted counselors takes a holistic approach to estate and trust administration. Clients depend on our familiarity with all aspects of the estate planning and administration process, as well as with the latest planning tools and techniques, to help them achieve their goals.

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
  • Private nonprofit foundations formed for estate planning and charitable giving
  • Retirees

Our Services

  • Estate planning
  • Tax planning
  • Business succession planning
  • Asset protection planning through family limited partnerships, limited liability companies, and other vehicles
  • Charitable giving planning, including advice on achieving tax efficiencies and savings while fulfilling clients’ charitable intentions
  • Estate and trust administration, including advising trust fiduciaries of their duties and preparing trust income tax returns
  • Resolution of estate administration controversies and disputes
  • Insurance planning and structuring of life insurance coverage
  • Private placement adoptions, including interstate and international proceedings
  • Guardianships
  • Assistance with audits by IRS agents and state taxing authorities
  • Litigation of tax issues
  • Presentation of estate planning seminars

News Releases

10.31.2018Carol A. Sobczak Joins Shumaker, Loop & Kendrick, LLP
10.25.2018Nicolas A. Linares Joins Shumaker, Loop & Kendrick, LLP
10.24.2018John H. Burson Recognized by OSBA as 50-year Practitioner
05.10.2018Steve Berman Elected to American Bankruptcy Institute Board of Directors
02.07.2018David B. Heedy Joins Shumaker, Loop & Kendrick, LLP
02.05.2018Ben Hanan Elected to All Faiths Food Bank Board of Directors
01.09.2017Shumaker Attorneys Named Business North Carolina's 2017 "Legal Elite"
11.16.2016Shumaker Earns National and Regional Rankings from U.S. News – Best Lawyers® 2017
11.07.2016Dave Slenn Spoke at 2016 Arizona Asset Protection Symposium
10.26.2016Dave Slenn Spoke at the 2016 Tax & Estate Planning Forum
10.11.2016Andrea M. Ackley Joins Shumaker
11.12.2015Shumaker Earns “Best Law Firm” Rankings from U.S. News – Best Lawyers® 2016
11.03.2014Shumaker, Loop & Kendrick, LLP Receives Metropolitan First-Tier Rankings in U.S. News – Best Lawyers® “Best Law Firms” for 2015
10.22.2014Richard Q. Lewis, III Named Chair of Business Law Section of the Sarasota County Bar Association
10.22.2014Richard Q. Lewis, III Named to Sarasota Memorial Healthcare Foundation Audit Committee
08.21.2014Shumaker, Loop & Kendrick, LLP Lawyers Named Best Lawyers® 2015 “Lawyer of the Year”
05.05.2014William R. Swindle Spoke to Suncoast Estate Planning Council
04.24.2014William R. Swindle Named to Tax Certification Committee of The Florida Bar
11.06.2013Shumaker, Loop & Kendrick, LLP Receives Metropolitan First-Tier Rankings in U.S. News – Best Lawyers® “Best Law Firms” for 2014
09.18.2013Bruce H. Gordon Appointed Vice-Chair, Asset Protection Planning Committee of the American Bar Association
11.05.2012Shumaker, Loop & Kendrick, LLP Ranked Among “Best Law Firms” in U.S. News Media Group and Best Lawyers® Guide
11.02.2010Bruce H. Gordon Elected to Planning Committee for the All Children’s Hospital Foundation Financial Planning Seminar
10.21.2010Bruce H. Gordon Spoke at Florida Society of Enrolled Agents, Suncoast Chapter Meeting
09.27.2010Shumaker, Loop & Kendrick, LLP Receives First Tier Rankings in U.S. News Media Group and Best Lawyers 2010 “Best Law Firms” Inaugural List




06.10.2015"The Estate Planner" – July/August 2015
Spring 2015"insights' Newsletter - Spring 2015
03.01.2015"The Estate Planner" – March/April 2015
01.01.2015"The Estate Planner" – January/February 2015
11.01.2014"The Estate Planner" – November/December 2014
09.01.2014"The Estate Planner" – September/October 2014
07.01.2014"The Estate Planner" – July/August 2014
05.01.2014"The Estate Planner" – May/June 2014
03.01.2014"The Estate Planner" – March/April 2014
01.01.2014"The Estate Planner" – January/February 2014
11.01.2013"The Estate Planner" – November/December 2013
09.01.2013"The Estate Planner" – September/October 2013
07.01.2013"The Estate Planner" – July/August 2013
Spring 2013"insights" Newsletter - Spring 2013
05.01.2013"The Estate Planner" – May/June 2013
03.01.2013"The Estate Planner" – March/April 2013
01.30.2013"The Estate Planner" – January/February 2013
11.06.2012"The Estate Planner" – November/December 2012
09.01.2012"The Estate Planner" – September/October 2012
07.01.2012"The Estate Planner" – July/August 2012
05.01.2012"The Estate Planner" – May/June 2012
03.01.2012"The Estate Planner" – March/April 2012
01.19.2012"The Estate Planner" – January/February 2012
11.01.2011"The Estate Planner" – November/December 2011
09.01.2011"The Estate Planner" – September/October 2011
06.30.2011"The Estate Planner" – July/August 2011
04.20.2011"The Estate Planner" – May/June 2011
03.01.2011"The Estate Planner" – March/April 2011
01.01.2011“The Estate Planner” – January/February 2011
11.01.2010"The Estate Planner" – November/December 2010
09.01.2010"The Estate Planner" – September/October 2010
07.01.2010"The Estate Planner" – July/August 2010
05.01.2010"The Estate Planner" – May/June 2010
11.01.2009"The Estate Planner" - November/December 2009
08.11.2009"The Estate Planner" - September/October 2009

Events and Presentations

01.19.2018"Drafting Power of Attorney Documents and the North Carolina Uniform Power of Attorney Act," Mecklenburg County Bar
06.29.2015Stephen Rothschild Featured Guest on WTOL News Regarding Legal Impact of Same-Sex Marriage Recognition
2013"Financial Planning 101: How to Get Started," Daughters of the American Revolution, Provider
2013"Estate Tax:  Federal and North Carolina Estate Tax Deductions, Credits and Payment of Tax," 2013 Estate Planning and Probate Law Survey Course, North Carolina Bar Association
02.08.2012"Recent Developments and Hot Topics" - 14th Annual All Children’s Hospital Estate, Tax, Legal and Financial Planning Seminar
2011Presenter, "The Business Owner's Pathway™ to Maximizing and Preserving Your Business and Personal Wealth," a Four Part Series, Charlotte Chamber of Commerce
2011Presenter, "The Business Owner's Pathway™ to Maximizing and Preserving Your Business and Personal Wealth," a Four Part Series, Wake Forest Family Business Center
2010Presenter, "The Business Owner's Pathway™ to Maximizing and Preserving Your Business and Personal Wealth," a Four Part Series, Elon University Love School of Business
2010Presenter, "A Brief Conversation with Business Owners," Hood Hargett Breakfast Club

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