Shelby L. Wilson

Shelby L. Wilson

Partner
Location:
Milford, Connecticut
Phone:
(203)227-9545
Fax:
203-226-1641
Email:

Ms. Wilson represents high net worth clients in the areas of estate planning, estate administration and tax law, and advises individuals, families, family foundations, and closely-held businesses on issues dealing with estate and generation-skipping tax planning, income tax planning, tax compliance, business succession planning, estate settlement and trust administration.  Ms. Wilson has extensive experience representing individuals, fiduciaries, and exempt organizations on a wide range of matters before Connecticut probate courts.  She is a frequent lecturer at the national and local levels on various trusts and estates topics affecting individual clients, families and closely-held businesses.  Ms. Wilson formerly practiced with the Connecticut-based firm of Murtha Cullina LLP.

Areas of Practice

  • Tax
  • Estate and Business Succession Planning
  • Estate & Trust Administration

Bar Admissions

  • Connecticut, 2002

Education

  • Georgetown University Law Center, Washington, District of Columbia
    • LL.M. in Taxation - 2003
  • University of Connecticut School of Law, Hartford, Connecticut
    • J.D. - 2002
    • Honors: CALI Award, Tax Clinic
  • Franklin & Marshall College, Lancaster, PA
    • B.A. - 1997

Professional Associations and Memberships

  • American Bar Association, Chair, Section of Taxation, Subcommittee on Closely-held Businesses
  • Connecticut Bar Association, Member, Estates & Probate and Elder Law Section
  • Connecticut Bar Association, Executive Board Member, Tax Law Section
  • Town of Orange, Assistant Town Moderator, 2008 - 2012
  • Milford Hospital Foundation, Professional Advisory Committee on Planned Giving, 2008 - 2012
  • Hopkins School, Alumni Board of Directors, Executive Board
  • New Haven County Bar Association, Member of the Steering Committee for Trusts & Estates Committee
  • Milford Rape Crisis Center, Inc., Board Chairman
  • Life Bridge Community Services, Inc., Board Member

Significant Presentations

  • Giving Away the Store: A Primer on Business Succession Planning and Post-Mortem Financing of Tax Liabilities of Estates Holding Closely Held Business Interests, ABA Section of Taxation Mid-Year Meeting, January 21, 2011, Boca Raton, Florida
  • State Decoupling Issues in Business Succession Planning, ABA Section of Taxation and Section of Real Property, Trusts & Estates Fall Meeting, October 21, 2011, Denver, Colorado
  • Estate Planning Gone Awry: What Happens When Things Don't Work Out the Way We Planned?, ABA Section of Taxation Mid-Year Meeting, February 17, 2012, San Diego, California
  • Chapter 14 Overview with Planning Implications, Moderator, ABA Section of Taxation and Section of Real Property, Trusts & Estates Fall Meeting, September 14, 2012, Boston, Massachusetts
  • Beyond IRC §6166: The Future of "Graegin"-Style Loans, ABA Section of Taxation and Section of Real Property, Trusts & Estates Fall Meeting, September 20, 2013, San Francisco, California
  • Cradle to Grave - An Overview of Legal and Practical Aspects of Representing Businesses, ABA Section of Taxation May Meeting, May 9, 2014, Washington, DC
  • Estate and Tax Planning for Same-Sex Couples, National Business Institute, October 20, 2014, Hartford, Connecticut
  • State Income Taxation of Trusts Holding Business Interests, ABA Section of Real Property, Trusts & Estates Spring Symposia, April 30, 2015 Washington, DC
  • Buy-Sell Agreements for Closely Held Businesses, ABA Section of Taxation, May Meeting, May 8, 2015, Washington, DC
  • Breaking Up Is Hard To Do: Tax and Practical Implications of Unwinding Business Affairs Among Multiple Partners, ABA Section of Taxation and Section of Real Property, Trusts & Estates Fall Meeting, September 18, 2015, Chicago, Illinois
  • Probating Estates That Include a Business, Probate Boot Camp, National Business Institute, December 11, 2015, Hartford, Connecticut.

Published Works

Significant Awards

  • Connecticut Law Tribune, New Leaders in the Law Award, 2012
  • New England/Connecticut Superlawyers - Selected as a Rising Star in areas of Tax Law and Estate Planning & Probate, 2013 & 2014