Posted by Rick
Mack prepared separate Disclaimer Wills for myself and my wife. Further, he prepared a Special Needs Trust for purposes of caring for our son upon our deaths. The SN Trust will be a beneficiary of retirement plan assets. Mack took the time to ensure that the SN Trust met the tests of an "accumulation / see-through" Trust and would adequately satisfy the IRS rules under IRC 401. I am very confident that our Wills and SN Trust will adequately serve our estate needs.
Posted by Agnes and Steve
Mack Shively has recently prepared an international disclaimer will for my husband and me that is a perfect fit for our family. Mack is highly knowledgeable and professional and has made us feel comfortable from the beginning. We are very pleased and would recommend Mack to others.
Posted by Andrea & Brian
Mack helped us quickly create a basic estate plan (wills with trusts, special needs trusts for dependent parents, health care directives, power of attorney, disposition of remains). We were hoping to get through the process in 2 weeks and with as few meetings as possible. He more than accomplished this goal and we are highly satisfied with his expertise and efficiency.