Harris Shelton

Harris Shelton attorneys function as trusted advisors, partners, and solution architects for our clients—protecting their assets from beginning to end. They bring their personal and business experience, accounting and financing knowledge, tax planning experience, and knowledge of local and national markets to everyone on the Harris Shelton team. We work with high-net-worth individuals and their families to plan and implement the transfer of wealth and assets through estate planning and probate estates. Our estate planning range includes the traditional testamentary plan via living trusts, as well as more complicated lifetime gifts. This includes individual tax planning as well as pre and post-marriage agreements, retirement assets, special needs planning, guardianships and conservatorships, asset preservation planning, and family business succession planning and charitable giving. Our services are tailored to meet the needs of the client with the least amount of disruption and tax efficiency. The Trusts and Estates Practice Group of our firm represents fiduciaries, family members, and other interested parties in the execution of estate plans after death. This includes marital deductions funding and election, fiduciary tax planning, inheritance and estate tax compliance, friction with taxing authorities settlements, and general probate management. Our estate planning attorneys are also involved in estate litigation, trust disagreements, and conservatorships.