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

‘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

学歴


言語


  • English

日付


入社加入

2007
パートナー

2017

Regularly works with...