Patrick J. Howley is the Chair of Shulman Rogers’ Trusts & Estates Department, focused on estate planning for individuals and families and on representing fiduciaries in the administration of estates and trusts.
Patrick counsels clients on Wills, Revocable Trusts, Financial Powers of Attorney, Health Care Powers of Attorney, and Living Wills, and advises on advanced techniques to minimize the tax burden of transferring wealth between generations, including Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Sales to Intentionally Defective Grantor Trusts, Family Entities such as LLCs and LPs, and Charitable Lead and Remainder Trusts.
In estate and trust administration, Patrick advises fiduciaries on administration and probate matters, handles estate and trust dispute resolution, and prepares federal and state estate tax returns. He also helps individuals and groups form exempt organizations and advises existing ones on legal and tax matters.
Patrick serves on the Board of Directors for his alma mater, Our Lady of Good Counsel High School, after several years on the Board’s Investment Committee.
