Practice Area:

Tax, Estate & Succession Planning

Your business has a strategy for success. You should also have one for taxes and succession planning.

High net wealth individuals, entrepreneurs and families face a daunting challenge. Not only do you have to manage ever-changing tax regulations, but you have to stay ahead of evolving estate rules, while preserving legacy value and empowering the success of the next generation. At Shields, we offer private clients, family offices, and entrepreneurs a complete solution—estate, tax and succession planning—designed to meet your goals and objectives. 

Our experienced tax and estate attorneys understand your need for a comprehensive plan to minimize income, gift, and estate tax liability. We work hand in hand with your existing advisors to implement a best-in-class solution.

As a value-add, our corporate attorneys work collaboratively with you and our tax and estate attorneys to design and implement your business succession strategy utilizing our Growth to Exit® platform.

We’ve also got your income tax planning needs covered. Our tax attorneys are experienced in identifying U.S. domestic and international business-related tax issues and creating plans to safely minimize your overall tax liability. We advise partnerships, limited liability companies, S corporations, Corporations and charities on all aspects of tax compliance and planning.  Should any IRS or state controversies arise, our tax attorneys will be by your side. 

Services include:

Goal Assessment | Estate & Tax Planning | Wills & Trusts | Successor Selection | Strategies For Charitable Gifting | Strategies For Transfer Of Ownership & Control To Family Members | Strategies For Transfer Of Ownership & Control To Unrelated Shareholders & Partners | Corporate Tax Strategies | Family Office Governance, Policies & Procedures

The mission of Shields Legal is to bring strategic business insight, professional judgment and competence to your company’s business and legal issues.