Harris Shelton attorneys are our clients’ partners, solution-builders and trusted counsel in protecting valuable assets, through any and every stage of life. To every client relationship, they bring personal experience in business and community organizations, knowledge of accounting and taxation matters, and an appreciation of local and national market trends.
Our firm represents high-net-worth individuals and families in planning for and implementing transfers of assets and wealth through estate planning, probate estates and trusts.
Our estate planning services consist of both traditional testamentary planning through wills and living trusts and more complex lifetime gifting techniques. These include personal tax planning, pre- and post-marital agreements, retirement planning, planning for special needs individuals, conservatorships and guardianships, asset protection planning, family business succession planning, and charitable giving.
All are designed to coordinate a client’s particular needs by the least disruptive and most tax-efficient means.
Additionally, our firm’s trusts and estates practice group represent fiduciaries and family members in implementing estate plans post-mortem, including marital deduction funding and elections, fiduciary income tax planning, estate and inheritance tax compliance, resolutions of controversies with taxing authorities, and general probate administration. Our estate planning and probate lawyers participate in will contests, estate and trust litigation and conservatorships.
