Estate Planning

We help clients develop and implement thoughtful, comprehensive estate plans.

Shumaker, Loop & Kendrick, LLP lawyers are experienced in all areas of personal succession, business succession, insurance, asset protection, and charitable giving planning. We provide a complete, cost-effective range of estate planning services to both individuals and families with “typical” assets and goals, as well as to business owners facing challenging transfer and tax succession issues. Our lawyers work with accountants, financial planners, and other advisors to develop and implement comprehensive strategies that fulfill our clients’ goals.

For our business estate planning clients with family businesses, proper planning—including advice on complicated tax laws—is essential to the continued financial stability of a business. Shumaker lawyers deploy numerous techniques to pass control and ownership of a business from one or more owners to the next generation of owners. In planning personal and business estates, we regularly help our clients structure life insurance ownership to meet their needs.

Clients also turn to us for help with asset protection planning, including forming family limited partnerships and limited liability companies to protect their assets from spurious lifetime claims and liabilities and transfer those assets to a younger generation.

Several Estate Planning team members focus on charitable estate planning—from outright gifts to the many charitable planned gifts and deferred giving options now available under current tax laws—which enables clients to enjoy personal and tax benefits by making meaningful lifetime or testamentary gifts to selected charities. Our experience in this area has led us to serve on many local charitable and foundation boards and to represent a number of local charities.

Our clients frequently face complicated real estate, tax, corporate, and pension planning issues that have an impact on their estate plans. We draw on the knowledge and experience of colleagues in other departments to ensure that each client’s estate plan fully addresses their individual needs and wishes, no matter how complex.

Our group’s services also include conducting private placement adoptions, both local and interstate, and finalizing agency adoptions. We represent birth parents and adoptive parents and assist in the surrender or termination of parental rights, filing of the adoption petition, and finalization of the adoption. We help clients qualify for international placement adoptions and obtain U.S. recognition of international adoptions completed in foreign jurisdictions.

We also advise on and handle guardianships for our clients, including filing for and setting up the initial guardianship and complying with the annual reporting requirements of the court. 

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
  • Insurance planning and structuring of life insurance coverage
  • Representation of birth parents and adoptive parents in private placement adoptions including local, interstate, and international proceedings, as well as in finalizing agency adoptions
  • Advice on guardianships
  • Presentation of estate planning seminars

News Releases

Blogs

Publications

Newsletters

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
Spring 2014"insights" Newsletter - Spring 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
11.06.2012"Estate Planning News Alert" - November 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

10.04.2018Estate Planning Panel, Financial Planning Association of Charlotte Annual Sumposium
09.19.2018"Basics of Estate Planning, Administration and Litigation," Planner, Mecklenburg County Bar
01.26.2018"2018 Advanced Issues in Estate Planning," Planner, Mecklenburg County Bar
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
07.07.2011"Estate Planning and Probate Law Update"


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