Call Us Today 1-801-478-8080

Call Us Today 1-801-478-8080

Trusts & Estates

The attorneys in Shumway Van’s Trusts & Estates Practice Group assist clients with thinking about and executing on estate planning strategies that fit their specific needs and goals. Estate planning attorneys are relatively unique because of the nature of the services that they provide. Because of this you will often find such attorneys at small law firms, and oftentimes the highest quality attorneys are very difficult for most people to find. We believe that our law firm’s estate planning attorneys are among the best because each of them has come from small, specialized practices and is able to offer advanced, confidential and useful suggestions.

Thoughtful, skilled estate planning is important to ensure the orderly transfer of assets from one generation to the next while maximizing the benefits of charitable gifts and significantly reducing tax liabilities to heirs. The estate planning attorneys at our law firm are pleased to help clients in accomplishing their personal, family, business and charitable goals in an efficient and sensitive manner.

What are our law firm’s trust and estate planning services? The following is a very general list of services that our estate planning attorneys can assist clients with:

  • Living Wills
  • Living Trusts
  • Marital Deduction Trusts
  • Generation-Skipping Trusts
  • Life Insurance Trusts
  • Trusts for Minors
  • Private Foundation Documents
  • Special Needs Trusts
  • Personal Residence Trusts
  • Prepare agency documents
  • Durable Power of Attorney
  • Advance Medical Directives
  • Charitable Remainder Trusts
  • Charitable Gift Annuity Agreements
  • Estate Administration Assistance

The complex and technical nature of transferring assets, in their various forms, and the tax ramifications involved in such transfers are challenging to manage and understand for many people. Our estate planning attorneys understand this and are experienced in assisting and supporting executors and trustees, both individual and corporate, with the process of administrating the estates for which they are fiduciaries. Related to the foregoing duties our law firm offers the following generally described services:

  • Lawsuits for aid and guidance in interpreting a will or trust
  • Lawsuits involving allegations of breach of fiduciary duty
  • Lawsuits involving testamentary capacity, fraud and/or duress
  • Lawsuits involving conversion of trust assets
  • Notices of Probate
  • Inventories
  • Accountings
  • Trusts & Estate Litigation

Recent News

Contact Us