Constance Shields

Partner | New Haven, Greenwich

Constance is a partner in the private client and tax team.

She focuses on trusts and estates, and business succession matters for wealthy individuals and their families. Constance works with trusts and related business structures to preserve, protect and grow family wealth for multiple generations in a tax-efficient manner.

Secretary Iris Naderi

Admissions

Publications

Memberships

Talks

State of Connecticut, 2003

State of New York, 2004

‘Tiered Structures for Family Office Operations: Integrating a Private Trust Company with a Family Office,’ Probate & Property - September/October 2019, co-author

‘The New Hampshire Foundation Act: A solid foundation for wealth management on a global scale,’ Bloomberg BNA Estates, Gifts & Trusts Journal - March 7, 2019, co-author

New York State Bar Association

Connecticut Bar Association

‘Onboarding a New International Client,’ Delaware Trust Conference, Delaware - October 2018

‘Fundamentals of Post-Mortem Administration,’ ABA Seminar - March 2018

‘Fiduciary Income Tax Issues, with a focus on the Grantor Trust Rules,’ CBA Estate and Probate Section Meeting - March 2017

Education


Languages


  • English

Dates


Joined

2007
Partner

2017

New Haven

157 Church Street,

CT 06510-2100

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Greenwich

1700 East Putnam Avenue,

Suite 400,

CT 06870-1366

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Regularly works with...