Shelby L. Wilson

Shelby L. Wilson

Milford, Connecticut

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.

Ms. Wilson was selected to the New England/Connecticut Super Lawyers Rising Star list in the areas of Tax Law and Estate Planning & Probate in 2013 & 2014.


Areas of Practice

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

Bar Admissions

  • Connecticut, 2002


  • 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

Published Works

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.

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

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