In Memoriam

We are saddened to announce the sudden passing of our friend and colleague, James Shumka, on August 23, 2022. He was only 58. James was a founding principal of Legacy Tax + Trust Lawyers and was instrumental in its formation in 2000. In fact, James coined our name. James was a universally respected tax lawyer who excelled at devising and implementing creative legal and tax solutions for clients. He was a consummate professional, an exceptional colleague and a true gentleman. James was a delight to work alongside. James was also a devoted husband and father.

Estate and Charitable Gift Planning

Nicholas P. Smith and Stephanie Shi

Trusts are a useful tool for designing an estate plan that works within the constraints imposed by law and each client's unique set of circumstances. To view the full paper, click here.