Steven E. Shane

Principal

Washington Area: Phone 301.575.0313 | Fax 301.575.0335
Baltimore Area: Phone 443.738.1513 | Fax 443.738.1535
sshane@offitkurman.com

Practice Areas
Estate Planning
Asset Protection Planning
Tax Consulting Estate Administration

Practice Focus
Steve Shane provides strategic counseling to clients with estate planning, charitable giving, and business continuity planning while minimizing estate, gift and generation-skipping transfer tax exposure. He provides advice to clients to ensure the proper disposition of assets in accordance with the client’s objectives, while employing tax planning techniques such as the use of irrevocable and revocable trusts, life insurance planning, lifetime gifts and charitable trusts. Mr. Shane is also experienced in drafting documents for business planning, the incorporation and application for exemption for Private Foundations and the administration of decedents’ estates.

Education
LL.M. (Taxation), University of Baltimore, 2005
J.D. (cum laude), University of Baltimore School of Law, 1998
B.S. (Economics), Washington University, 1992

Bar and Court Admissions
Maryland

Points of Distinction
Mr. Shane’s knowledge of estate and business planning, combined with his tax background and good communication skills, provides a unique ability to relate to clients and communicate with them effectively about their concerns and objectives. Mr. Shane understands the financial products and vehicles that the clients utilize. Mr. Shane is also a Certified Public Accountant and has over 7 years of public accounting experience.

Activities
Mr. Shane is a member of the Maryland State Bar Association, Maryland Association of Certified Public Accountants, the Baltimore Estate Planning Council and the Howard County Bar Association - Estates & Trusts Section. He also serves as a Commissioner for the Howard County Commission on Aging.

Publications/Speeches
Mr. Shane has delivered several seminars to clients, accountants and the general public regarding estate planning and business issues.