Specializes in comprehensive estate plans, business transactions, and advanced tax planning.Business formations, long-term planning, succession strategies, acquisitions/mergers & contracts.Customized strategies for individuals and couples seeking asset protection and tax reduction.Commercial & residential properties, developments, HOAs, leases, option agreements, 1031 exchanges.
|Award name||Grantor||Date granted|
|Service Above Self||Rotary Club||2011|
|Managing Partner||Bastar & Associates||1994 - Present|
|Association name||Position name||Duration|
|Sonoma County Bar Association||Section Member: Estate, Trust & Probate; Business Law||2015 - Present|
|Healdsburg Rotary Association||Member||2015 - Present|
|WealthCounsel Estate Planning Association||Founding Member||2000 - Present|
|Utah State Bar||Section Member: Estate & Tax Planning; Corporate Law||1994 - Present|
|American Bar Association||Section Member: Real Property, Probate and Trust; Business Law||1994 - Present|
|Salt Lake Estate Planning Association||Board Member||2013 - 2015|
|Realms of Inquiry Private School||Board of Directors; Legal Counsel||2011 - 2015|
|WealthCounsel Estate Planning Association||State Forum Leader||2009 - 2014|
|Sugarhouse Rotary Club||Vice President; PR Chair||2008 - 2015|
|University of Utah S.J. Quinney College of Law||Law||JD - Juris Doctor||1994|
|University of Utah||N/A||BS - Bachelor of Science||1991|
|Advanced Estate Planning - WealthCounsel||Planning for the Non-Citizen||2011|
|WealthCounsel||Business Entity & Succession Planning for Small Business||2010|
Posted by anonymous
Shirlene Bastar set up my will, healthcare directives, handled property/financial transfers regarding my fathers estate, and set up my business corporations. Shirlene Bastar provided outstanding service in a highly stressful and critical situation. Her staff went out of their way to provide above standard service also.
Posted by anonymous
Shirlene not only goes the extra mile for us, but does so with compassion and understanding. She is extremely knowledgeable and has her clients' best interest at heart.
Cash, Check, Credit card