Estate and Tax Planning Attorney | Anderson Kill P.C.

Carole B. Sheffield

Shareholder
Philadelphia

Carole B. Sheffield is a shareholder in Anderson Kill's Philadelphia office. Carole concentrates her practice in estate and tax planning and trust and estate administration, including real estate matters. Clients include high net worth individuals, financial institutions, closely held businesses and not-for-profit organizations. She is also a member of the Banking and Lending group.

Carole handles complex matters of federal and state tax preparation of estate, gift, fiduciary income and personal income tax returns for trusts and estates. She has extensive experience in Probate and Orphans' Court, where she has litigated and mediated for trusts and estates with regard to non-contested and contested matters for individuals and corporate trustees. She does pro bono probate and litigation work for the Tangled Title Program of Philadelphia VIP, an organization that provides civil legal services to the poor.

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Professional Memberships

Philadelphia Bar Association, Probate and Trust Section - Legislative Committee; Tax Section; Pennsylvania Bar Association, Real Property & Trust Section; Tax Section

Association Memberships

PA Elected Committee Woman; Acorn Club - President: Investment Club; Sunnybrook Golf Club

Board Memberships

Appointment - Temple Law Alumni Association Executive Committee

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Pets Are 'Family' For Estate Planning
Estate Planning and Tax Advisor & Alert | September 13, 2017
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Estate Planning in the "Modern Family" Era
Estate Planning and Tax Advisor & Alert | September 29, 2015
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End-of-Year Estate & Tax Planning: "Checklist" for a Successful 2013 & Beyond
Estate Planning and Tax Advisor & Alert | December 10, 2013
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Guarding Your "Tax" Identity From Being Stolen
AgentsofAmerica.org | September 05, 2013
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Guarding Your "Tax" Identity From Being Stolen
Estate Planning and Tax Advisor & Alert | June 26, 2013
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Repeal of the Federal Estate Tax for 2010
Client Alerts | February 08, 2010
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Calculating Federal & State Death, Estate & Inheritance Taxes - Taxes Affecting Decedent's Estates
Estate Planner | April 01, 2004
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Understanding Tax Procedures to Avoid Problems Later

National Business Institute's Estate Administration Procedures: Why Each Step is Important Live CLE Seminar

October 09, 2012  |  Philadelphia, PA
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The 'ABCs' of Estate Planning

Education Conference 2011 - The Philadelphia Association of Paralegals

October 07, 2011  |  Philadelphia, PA
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Tax Tips

Bi-weekly broadcasts on WHYY, Philadelphia's public radio station (February - April 2008)

April 01, 2008  |  Philadelphia, PA

EDUCATION

Temple University Beasley School of Law, LL.M., 2002

Temple University Beasley School of Law, J.D., 1996

Temple University Fox School of Business and Management, MBA, 1985
   (Beta Alpha Psi)

University of the Arts, B.F.A., 1974

BAR ADMISSIONS

Pennsylvania, New Jersey and New York

 

COURT ADMISSIONS

State Supreme Court for the State of New Jersey; U.S. Court of Appeals for the Third Circuit; U.S. District Court for the Eastern District of Pennsylvania