Estate planning attorney Steven Shane provides strategic counseling to clients in need of estate administration, charitable giving, and business continuity planning while minimizing estate, gift, and generation-skipping transfer tax exposure. He offers legal guidance to clients on asset protection and the proper disposition of assets in accordance with the client’s objectives, while employing tax planning techniques such as the use of irrevocable and revocable trusts, life insurance planning, lifetime gifts, and charitable trusts. Mr. Shane is also experienced in drafting documents for business planning, the incorporation and application for exemption for Private Foundations, and the administration of decedents’ estates.
Points of Distinction
As an estate attorney, Mr. Shane’s knowledge of business and estate planning, combined with his tax background and good communication skills, provides a unique ability to relate to clients and communicate with them effectively about their concerns and objectives. Mr. Shane understands the financial products and vehicles that his clients utilize. He is also a certified public accountant with more than seven years of public accounting experience.
Mr. Shane has delivered several seminars to clients, accountants, and the general public regarding estate planning and business issues.
Question: Who can serve as executor of your estate? Answer: One important reason to have a will is to be…
Question: Does the lifetime stretch IRA which is now replaced with a 10-year rule under the SECURE Act for the vast majority of beneficiaries apply to Roth IRAs?
Question: My mother named my 12-year-old son as the beneficiary of her IRA. Since her grandson is a minor, is he eligible for the exception to the 10-year payout rule under the SECURE Act?View All