Shannon M. Connelly
Partner
Shannon M. Connelly is a partner at Black Helterline LLP with extensive experience advising individuals and families on estate planning, transfer tax planning, and estate and trust administration. Her practice includes business succession and charitable planning, as well as probate and estate tax return preparation. Shannon is known for balancing practical guidance with creative planning strategies, collaborating closely with clients and their advisers to implement solutions tailored to both present goals and anticipated future needs.
- Counsels individuals and families on estate and transfer tax planning, including business succession and charitable giving strategies.
- Assists clients with estate and trust administration, including probate proceedings and estate tax return preparation.
- Advises trustees, personal representatives, and other fiduciaries on estate administration and fiduciary responsibilities.
- Works collaboratively with clients’ financial, tax, and accounting advisers to implement coordinated estate planning solutions.
- Fellow, American College of Trust and Estate Counsel (ACTEC)
- Former Adjunct Professor, Lewis & Clark Law School
- Former Executive Committee Member, Oregon State Bar Estate Planning and Administration Section
- Former Editorial Board Member, ABA Real Property, Probate and Trust Section (Books and Media Committee)
- Former Editorial Board Member and contributing author, Oregon Estate Planning & Administration Section Newsletter
- Chambers USA High Net Worth Guide, Private Wealth Law – Oregon (Band 1)
- Martindale‑Hubbell®, AV Preeminent® Rating
- Super Lawyers® – Oregon, Estate Planning & Probate (listed annually since 2011)