Constance Shields
Partner
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.
Admissions
Publications
Memberships
Talks
State of Connecticut, 2003
State of New York, 2004
‘New Hampshire: Why the Granite State Still Rocks at Trust Administration,’ Planning Journal (WG&L) - March 2020, co-author
‘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
Professional Advisors Council
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
