Shirlene Bastar

Of Counsel

Shirlene brings a wealth of real world business experience to her practice, which focuses primarily on customized estate planning for high-net-worth individuals and small business owners with complex, multi-faceted legal needs. Shirlene has been practicing law, in both Utah and California, for over 25 years and has cultivated a loyal list of clients who rely heavily on her expertise. Her practice also includes a wide variety of corporate and real estate transactional work, including business entity formations, long-range planning, employment agreements, contracts, real estate transactions, commercial leases, asset purchases and sales, and real estate development and financing.

Prior to practicing law, Shirlene built a successful commercial investment real estate company and has her license in both California and Utah.

Shirlene has significant experience in the following practice areas:

Estate Planning; integrating both asset protection and tax reduction. Her practice specializes in Revocable Living Trusts, Irrevocable Trusts, Limited Partnerships, Charitable Trusts and Foundations, Asset Protection Trusts, and other advanced planning strategies for individuals and couples, including same-sex partner planning.

Business Planning; including analysis of business use and tax consequences of various business structures. Her practice includes business entity formation (corporations, professional corporations, limited liability companies, partnerships, and other entities), long-term planning and business succession strategies, asset and stock purchase plans, employee incentive plans, employer/employee agreements, contract review, and drafting.

Real Estate Transaction; including purchase and sale of commercial and residential properties, homeowners’ associations, commercial and residential properties, real estate developments, commercial and residential leases, option agreements, and Section 1031 exchanges.

Education

J.D., University of Utah, S.J. Quinney College of Law, 1994

B.S., University of Utah, Business Management, 1991

Bar & Court Admissions

Utah State Bar
California State Bar
United States Tax Court
United States Supreme Court
U.S. District Court, District of Utah

American Bar Association – (Real Property, Probate, Trust & Business Law Sections)
WealthCounsel, LLC – Estate Planning Association, Founding Member
WealthCounsel, LLC, State Forum Leader, 2009-2014
Salt Lake Estate Planning Council (Real Property, Probate and Estate Planning Sections)
Salt Lake Estate Planning Council Board Member 2013-2015
Sonoma County Bar Association
Licensed Real Estate Broker, Utah and California

Rated by Martindale-Hubbell® Peer review as AV® Preeminent™ 5 out of 5.*

*Peer review Rated Lawyer of AV® Preeminent™ 5.0 out of 5.* *AV® Preeminent™ and BV® Distinguished™ are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the anonymous opinions of members of the Bar and the Judiciary. Martindale-Hubbell Peer Review Ratings fall into two categories – legal ability and general ethical standards.

Born and raised in Salt Lake City, Shirlene is an active member of her local community. She has served as Vice President of the Sugarhouse Rotary Association and endowment chair for the Rotary District Foundation, where she worked closely with a broad range of community groups to provide assistance, support, and fundraising efforts. She also serves on the Board of Directors for Realms of Inquiry, a private school located in Salt Lake City. Shirlene enjoys cooking, entertaining, travel, and spending time with her husband and her two children.