Shirlee Gordon

A member of Olshan's Tax & Personal Planning Group, Shirlee Gordon helps high-net-worth individuals create and manage trusts and plan, administer and maximize the value of their estates.

Well-versed in the complexities of trusts, estates and tax implications, Shirlee advises on and administers complex trusts and estates for wealthy individuals and their families. She also handles probate matters and advises on charitable giving in the context of comprehensive estate planning.

Clients rely on Shirlee’s astute counsel and skill in drafting wills, trusts and interfamilial agreements. She offers guidance on succession planning and other matters related to family offices, limited partnerships, joint venture agreements, and limited liability companies. When disputes arise, Shirlee works collaboratively with Olshan litigation lawyers, advising on and helping them prosecute or defend estate-related claims. Shirlee is often called up to provide guidance on estate tax exemptions, estate planning strategies, and tax issues in large-scale real estate transactions and those impacting family-owned entities.