Tax & Estate Planning
Attorneys at Shumway Van & Hansen practice in the areas of federal and state tax planning for persons and entities involved in real estate transactions, whether as owners, lenders, developers, foreign investors, or users. We are also recognized for our expertise in estate planning and probate and trust administration. Our tax and estate planning practice includes, but is not limited to, the following:
Entity Related Planning. Family partnerships, joint ventures, and limited liability companies to develop and operate real estate or other business projects, substantially reducing the family’s potential income and estate tax while preserving control.
Trust Agreements. Living trusts, which provide for the disposition of a client’s assets at death in a tax-efficient and probate-free manner, and also for the management of property during the client’s lifetime in case of disability.
Wills. Wills, testamentary trusts, and similar arrangements, which provide security for the client’s heirs, minimize income taxes and maximize administrative efficiency.
Pre-Relationship Agreements. Planning and negotiating prenuptial agreements, cohabitation agreements, and other arrangements to protect assets and earnings from potential claims of ex-spouses or others.
Post-Marital Agreements. Planning and negotiating specialized marital settlement agreements to provide for the continued unified operation and control of a family business and investment properties following a divorce.