Attorney Shad Derozier began his legal practice with a firm belief that every client relationship should concentrate on the client's goals, values, and objectives. He continues to hold this belief in his practice as he provides excellent service to his clients based in Appleton, Green Bay, and Clintonville. His practice has now expanded in geography to include the surrounding counties, namely Outagamie County, Waupaca County, Winnebago County, and in the cities of Neenah, Menasha, Oshkosh, and Winneconne, as he often meets with clients and their financial advisors in these locations.
Today, while specializing in IRA Trust Planning (planning how to pass retirement assets to your loved ones) and Medicaid, or Title 19, Planning (which is helping clients protect their assets in the event they need care in a nursing home), Shad has also expanded his legal focus to include Inheritance Protection Planning, and Trust Settlement as well as Traditional Estate Planning. He is also in the process of developing sustainable planning for farmers interested in transferring their farm to the next generation while ensuring their own retirement needs are met.
Shad concentrates his efforts in helping his clients feel secure in their planning, especially as they face the current confusion and frenzy regarding Roth IRA conversions. He educates clients on the enormous potential opportunity they may possess in creating inter-generational wealth through even modest IRA assets. The use of stand-alone IRA trusts in this arena may position a family to generate wealth across generations in ways never before imaginable.
Shad grew up in the Waupaca County area. He has lived in Clintonville, Bear Creek, Tigerton, and Appleton. An avid bowhunter, Shad enjoys deer hunting in his old haunts in the Bear Creek vicinity with his brother in the autumn months. During other times, he will often be found pursuing almost any outdoor activity. He enjoys organic home gardening and cultivation of other small shrubbery. He has been a member of the Arbor Day Foundation for some time and encourages responsible stewardship of our natural resources. He calls himself a conservationist more than a preservationist (although he does believe that preservation may be appropriate in some circumstances).
Shad finds enough time and energy for his wife Julie, of 20 years, and his 5 children; not a small feat for an actively practicing attorney. He says that his family is the foremost focus of his life – second only to his firm commitment to his Faith (he describes himself as a man under Christ). His faith has been the central theme of his life and is the reason he attended Regent University School of Law to earn his Juris Doctor degree. Regent is often regarded as the foremost Christian law school in the nation.
Prior to attending law school, Shad worked as an instructor in the Chemistry Department of his undergrad alma mater, Virginia Tech. Shad holds a degree in chemistry and a Master's Degree in Education from Virginia Tech. Shad is often asked why he went into law since he had a science background. His answer? He went into the practice of law because he felt called into it; the same reason he now practices estate planning. He says we all have a calling. We need just listen.