Industry Leader Spotlight: Shawn J. Estep

Industry Leader Spotlight: Shawn J. Estep, JD, LLM Taxation, CEPA®

Founder, The Estep Law Firm – Estate Planning and Elder Law

At the intersection of legal expertise, tax strategy, and generational planning stands Shawn J. Estep, a trusted authority in estate planning and elder law. As the founder of The Estep Law Firm, Shawn has built a reputation for delivering tailored, comprehensive estate solutions that not only protect assets but also preserve family harmony and secure business continuity.

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But what exactly is estate planning and elder law, and why are they so important?

Estate planning involves creating a legal strategy for the management and distribution of a person’s assets after their passing or in the event of incapacity. This includes wills, trusts, powers of attorney, and healthcare directives. Proper estate planning helps avoid probate, minimizes taxes, ensures your wishes are honored, and provides clarity and direction to your loved ones during difficult times.

Elder law, on the other hand, focuses on legal issues affecting older adults. This includes long-term care planning, Medicaid planning, guardianship, and elder abuse protection. It ensures seniors receive the care they need while protecting their assets and maintaining dignity and independence in the later stages of life.

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Shawn’s philosophy is rooted in collaboration and clarity. “A properly designed and managed estate plan ensures protection of your personal and business assets, smooth transition of business ownership and management, and avoids confusion and disputes amongst your family,” he explains. His approach underscores the importance of a team effort: “Your estate planning attorney, tax professional, and financial advisor should work together to prepare a comprehensive plan.”

With advanced degrees in law and taxation and certification as a Certified Exit Planning Advisor (CEPA®), Shawn brings unmatched insight into both the legal and financial complexities that come with estate and succession planning. His clients range from families looking to safeguard their legacies to business owners preparing for seamless transitions.

Whether navigating complex tax structures or addressing the sensitive dynamics of elder care and end-of-life planning, Shawn’s practice is marked by compassion, precision, and strategic foresight. His firm serves as a pillar of guidance for those seeking peace of mind in every chapter of life.

At Capstone, we are proud to recognize Shawn J. Estep as an industry leader whose work is instrumental in helping families and business owners plan wisely, act confidently, and build enduring legacies.