Probate, Trusts & Private Wealth
It is often said, the only certainty in life is death. Unfortunately, many people fail to properly plan for their passing, leaving loved ones to make difficult and complex decisions while grieving. Dunlap & Shipman’s Probate, Trust, and Private Wealth team provides legal counsel to clients in all stages of their estate journey – planning, administration, contest, and distribution.
Our team excels in crafting uniquely tailored estate plans for each of our estate planning clients, taking into consideration each client’s needs and desires. Our Probate, Trust, and Private Wealth team works to integrate our client’s business and personal planning in a manner that achieves our client’s goals, including asset protection, wealth preservation and transfer, tax minimization, and stability during business succession.
Our Probate, Trust, and Private Wealth team also provides invaluable legal counsel while guiding our clients through the probate, estate, and / or trust administration process. In the event of probate or trust litigation, our knowledgeable team works efficiently and effectively with our clients to resolve intra-family disputes and restore family harmony.