Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided for in their absence. Though often overlooked or put off in favor of more immediate concerns, a comprehensive estate plan can resolve a number of legal questions that arise whenever anyone dies or becomes incapacitated by injury or medical condition.

Davidson & Shear offers a proactive approach to the traditional estates and trusts/private clients practice. We listen to our clients and work closely with them to develop long-term personal and family goals. Whether the subject is estate planning or administration, trust administration and construction, or fiduciary litigation, we take a creative approach to problem solving.

Personal planning services include traditional estate planning and estate and trust administration, all related aspects of estate, gift, and income tax, and trust construction and related litigation. This area emphasizes wealth enhancement and transfer for high-net-worth individuals and business succession planning for closely held businesses. Representing our clients often involves coordinating corporate activities and ownership with estate and financial planning for management and principal stockholders. We use our business acumen, legal experience, and problem-solving abilities to design a plan that meets the objectives of our clients.