-
5.0/5.0 Review for Andrew Davis by a Partner on 03/05/14 in Environmental Law
-
5.0/5.0 Review for J. Dormer Stephen III by a Associate/Assistant General Counsel on 09/19/13 in Private Equity
Our private client services focus on individuals whose matters are as sophisticated and sometimes more complex than our large institutional clients but their time is a challenge because they are often managing many of the responsibilities themselves. As a firm we are an efficient solution because we are sophisticated enough to have all the resources within the partnership, yet not too large to create inefficiencies while providing services to private clients.
Closely Held Businesses
We recognize that private clients of closely held and family owned businesses face all the challenges of other businesses as they compete for people, capital and market share, but that they also face the unique challenges of families or partners working together over time and even across generations.
In addition to the general services that all businesses require, including business, tax, commercial finance, intellectual property, real estate, labor, employment and benefits, mergers and acquisitions and business litigation, our representation of these clients includes:
Estate Planning
A wide variety of families and individuals including business owners, professionals, retirees, philanthropists and sophisticated private investors rely on us for estate planning advice during all stages of their adult lives, often in consultation with those clients' other professional advisors. We assist them with a full range of services from simple wills to the most sophisticated gift, estate and generation-skipping transfer tax-savings techniques that utilize various types of trusts, other entities (such as partnerships, limited liability companies and foundations) and charitable-giving vehicles.
Estate Settlement
With our extensive experience and sophisticated systems, we provide comprehensive services in the probate courts as well as in the preparation and filing of estate tax returns and fiduciary income tax returns. In addition, we represent and advise corporate fiduciaries actively settling estates.
Trust Administration
Since 1985, we have actively administered trust accounts for which members of the firm serve as trustees. With the assistance of investment advisors, all trusts receive continuous investment supervision and are reviewed formally at least quarterly. Periodic statements are provided and income tax returns are prepared. In addition, the group represents and advises individual and corporate trustees administering trusts.
Fiduciary Litigation
We have extensive experience in the representation of individual fiduciaries and beneficiaries in trust and estates litigation including will contests, trustee surcharge and removal proceedings, contested accountings, claims for breach of fiduciary duty, suits involving lifetime transfers and trust and will construction actions.
5.0/5.0 Review for Andrew Davis by a Partner on 03/05/14 in Environmental Law
5.0/5.0 Review for J. Dormer Stephen III by a Associate/Assistant General Counsel on 09/19/13 in Private Equity
Shipman & Goodwin is committed to diversity and inclusiveness within the firm, the legal profession and the community. We value the unique backgrounds and distinct contributions of all individuals; our deep commitment is reflected in our efforts to promote understanding, advancement and empowerment.
Our firm management, Diversity Committee and other key members of the firm collaborate to emphasize action. We support ongoing initiatives to recruit, mentor and retain a diverse team of attorneys and staff. We sponsor organizations and develop events that share perspectives and raise awareness of diversity issues facing organizations and the community. We serve as leaders and partner with others to increase diversity in the legal profession.
Scott Murphy, Managing Partner
Gabriel Jiran, Diversity Committee Chair
Lyn Walker, Diversity Partner
Women attorneys and clients prosper at the firm. Nearly half our associates, 30 percent of our partners and many of our most valued clients are women. To celebrate this array of accomplished women, we are proud to present the Women at the Helm Breakfast Series. Our goal is to bring together diverse and talented women to share ideas and inspiration. At each seminar, a dynamic woman in business, government, medicine, education or the arts will share her insights and experience.
By clicking on the "Submit" button, you agree to the Terms of Use, Supplemental Terms and Privacy Policy. You also consent to be contacted at the phone number you provided, including by autodials, text messages and/or pre-recorded calls, from Martindale and its affiliates and from or on behalf of attorneys you request or contact through this site. Consent is not a condition of purchase.
You should not send any sensitive or confidential information through this site. Emails sent through this site do not create an attorney-client relationship and may not be treated as privileged or confidential. The lawyer or law firm you are contacting is not required to, and may choose not to, accept you as a client. The Internet is not necessarily secure and emails sent though this site could be intercepted or read by third parties.