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.

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Profil complet

Secrétaire Iris Naderi

+1 203 974 0354

Focus areas

Families and family offices

Owners and entrepreneurs

Family businesses

High-net-worth individuals

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

‘Update on Connecticut estate and gift tax exemptions for 2019,’ Withers article - February 2019, co-author

Tout afficher

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

Tout afficher

Études

Lawrence University, B.A.
Pace University School of Law, cum laude, J.D.

Langues

  • English

Dates

A rejoint

2007
Associé

2017

Regularly works with...