Shannon M. Connelly (Partner)

Email: Phone: 503-226-1371

Shannon M. ConnellyAreas of practice

Charitable planning & organization

Estate planning

Probate & trust administration

Tax dispute resolution

 

 

 

 

 

Shannon counsels individuals and families in the areas of personal estate and tax planning, business succession, and estate administration.  She collaborates with clients and their advisors to implement solutions tailored to address identified goals and anticipated needs.  With an eye to minimizing overall taxes, Shannon balances left- and right-brain creativity (possibly mixed with a little humor) to provide responsive and practical advice.

Admitted to practice

Washington, 2012
Oregon, 1992
Florida, 1991 (inactive status)

Education

University of Miami, LL.M. (Estate Planning), 1992
University of Texas, J.D., 1991
Duke University, B.A., cum laude, 1987

Professional experience

Past Adjunct Professor of Law, Lewis and Clark Law School (Estate Planning)
Past Editorial Board Member, Books and Media Committee of the ABA Real Property, Probate & Trust Section

Memberships & activities

American College of Trust and Estate Counsel (ACTEC), Fellow
Past Executive Committee Member and Past Newsletter Editorial Board
Estate Planning and Administration Section, Oregon State Bar, Member
Real Property, Probate and Trust Section, Washington State Bar Association
Estate Planning Council of Portland, Member
Multnomah Bar Association, Member
AV Preeminent® Rated Lawyer (Martindale-Hubbell)
Listed in Oregon Super Lawyers® (Estate Planning and Probate)

Publications

Various estate planning and administration practice materials, Oregon State Bar