Trusts and Estates

Shumaker provides clients with a broad range of estate planning and estate administration services.  We advise our clients on estate planning strategies such as generation-skipping transfers, charitable giving, insurance planning, business succession planning and wealth transfer planning.  We have extensive experience in dealing with high net worth individuals and business owners to organize their income tax, business succession and estate planning affairs in order to maximize wealth preservation and minimize taxes on transfers to family members, charities and other recipients.  Our team also has substantial skill at estate and trust administration that carries out the wishes that our clients specify in their estate plans.

What Makes Us Different

We understand that the complexities of estate planning involve many areas of the law.  Our clients with complicated real estate, tax, corporate and pension planning issues that have a significant impact on their estate plans consult with Shumaker lawyers in these disciplines throughout the firm.  The result is a broad, fully informed plan that meets specific individual and family needs and wishes.  We typically develop a very strong lawyer-client relationship with our estate planning clients that last for several years or even decades, which helps us to respond to our clients ever changing needs and goals.

Our lawyers administer a broad range of estates from those that are fairly small and simple to those that are very large and complicated.  We believe in the team approach to estate administration, working closely with our clients and their advisors, including trust officers, accountants and financial consultants.  This holistic approach means that clients can regard their Shumaker lawyer as a trustworthy counselor who understands all aspects of the estate planning and administration process, and who can adapt them to your family’s situation as needs and plans evolve. 

Our Clients

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

Why You Benefit

Our firm’s presence in multiple states dramatically increases our ability to meet our clients’ estate planning and estate administration needs.  In addition to our Ohio, Florida, and North Carolina practices, we have lawyers who are licensed to practice in Michigan, South Carolina and many other states.  That is a distinct advantage for helping clients with two or more residences to analyze the state of domicile that is most appropriate and tax-efficient for their estate planning needs.  With such a broadly based practice, we keep up-to-date on all of the latest estate planning tools and techniques, and regularly present estate planning seminars so that our clients fully understand them as well.

Core Services

  • Estate planning
  • Tax planning
  • Business succession planning
  • Asset protection planning through family limited partnerships and other vehicles
  • Charitable giving planning
  • Estate and trust administration
  • Resolution of estate administration controversies
  • Insurance planning and structuring of life insurance coverage
  • Private placement adoptions, including interstate and international proceedings
  • Guardianships

What you can expect from Shumaker

Our estate planning capabilities emphasize all areas of personal succession, business succession, insurance and asset protection planning.  That means we can provide a full range of services at a reasonable cost to individuals and families with “typical” assets and family goals, as well as to the business owner who has complex transfer and succession tax issues.

With lawyers who focus on charitable giving as an important part of estate planning, we can integrate philanthropic objectives into a client’s estate plan while achieving tax efficiencies, tax savings and to fulfill our client’s charitable intentions.  Clients have confidence in our lawyers to work with their accountants, financial planners and other business advisers to develop and implement comprehensive strategies to achieve their personal and family goals.

We also provide substantial support in the administration of our clients’ estates and trusts after death.  We advise trust fiduciaries regarding their fiduciary duties, prepare trust income tax returns and can serve as advisors or co-advisors in situations where it is appropriate and beneficial to our clients and their families.  For a variety of reasons, some estate administrations become more involved.  If estate or gift tax returns are audited, our lawyers have the experience to deal directly with Internal Revenue Service agents and state taxing authorities, and, if necessary, to help litigate any issues that are not resolved.  We also work closely with our trial lawyers in litigating claims that relate to an estate or claims that need to be brought by an estate.

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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