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Asset Protection Planning

Many people equate financial success with the accumulation of wealth.

Wills, Trust, and Estate Planning

One of the most important protections we can provide to our loved ones after our passing is a clear and complete estate plan.

Estate Administration/Probate Law

The death of a family member can be an emotionally exhausting and tumultuous time.

Business Law

If you are thinking of buying or selling a business, or even starting a new one entirely, it is important to make sure you have the right legal representation.

Business Succession Planning

An important aspect of planning for your business’ future is to have a seamless succession plan in place.

Elder Law/Medicaid Planning

Americans are living longer than ever before. While this is good news, there are certain challenges that come with living a long life.

Veterans Benefits

Tragically, millions of veterans and their families are eligible for Veterans Benefits but don’t receive them.

Special Needs Planning

At Shah & Associates, P.C., we are dedicated to helping families with special needs children or adults.

Professional Fiduciary Services

The determination of who will be the trustee of your trust is a very important decision. The person who becomes your trustee will have to oversee administrative tasks, determine when distributions are made and be cognizant of the tax and trust laws that affect the administration.

SAMPLE PLANNING TOOLS

Family Limited Partnerships

Gift Trusts for Family Members

Lifetime Family Trusts

Grantor Retained Annuity Trust

Charitable Remainder Trust

Private Foundations

Sale to Grantor Trust

Beneficiary Defective Trust