Peter M. Shapland
Peter Shapland is a member of the Individual Clients department, where he is chair of the Trust Services and Fiduciary Compliance practice group. His practice includes all aspects of estate planning, settlement of decedents' estates and administration of family trusts and private foundations. Peter provides a full range of sophisticated income, gift and estate tax planning advice to his clients, but he is also mindful that "the tax tail should not wag the dog." That is, tax planning goals should enhance and not obscure the usually more important goal of effective management and distribution of a family's wealth among its intended beneficiaries. Peter helps his clients implement estate planning arrangements that are always as sophisticated as they need to be but no more complicated than they have to be.
Peter also advises bank trust departments and other professional fiduciaries on a broad range of estate and trust administration issues, including all related income, gift, estate and generation-skipping transfer tax matters. In addition, he has helped fiduciaries resolve difficult questions utilizing provisions of the Massachusetts Uniform Trust Code, including trust modifications and non-judicial settlement agreements.
Peter frequently serves as executor and trustee for his clients and their families. In those capacities, he advises clients on a wide variety of issues, including related income and estate tax planning matters and, more importantly, administering each trust so that it meets the unique needs of the family (or charities) intended to benefit from the trust. Peter also serves as a trustee or advisor of private foundations and has helped these clients achieve a broad variety of charitable planned-giving objectives.
Peter is an active member of both the Boston Bar Association (Trusts and Estates Section) and the Massachusetts Bar Association (Probate Section). He is past co-chair of the Boston Bar Association Trusts and Estates Section, for which he currently serves as co-chair of the Public Policy Committee. He also serves on the Public Service Committee of the BBA. With the Massachusetts Bar Association, he serves on the Probate Section's governing council. Peter is also a member of the Boston Probate & Estate Planning Forum.
Peter received his B.A. cum laude
from Tufts University in 1974. He earned a Masters in Public Administration (1979) and his J.D. (1983) from Northeastern University School of Law.
News, Publications & Presentations
- Speaker, "A Trustee's Administration Primer," Massachusetts Bar Association, Randolph, Massachusetts, Friday November 14, 2014
- Speaker, "Trusts & Estates Year in Review 2014," Boston Bar Association, June 10, 2014
- Co-author, "So You Want to be a Trustee? A Primer for the Care of your Trust," Massachusetts Lawyers Journal, March 2014
- Contributing editor, "Crocker's Notes on Common Forms," Ninth Edition (Chapter 33: Rule Against Perpetuities), 2013
- Co-author, "FBAR Update for Employee Benefit Plans," Day Pitney Alert, March 21, 2011
- Speaker, "New England Regional Military Pro Bono Roundtable," ABA Standing Committee on Legal Assistance for Military Personnel, July 15, 2010
- Quoted, "Troubled Economy Boosts Lawyers' Estate Work," Boston Business Journal, March 19, 2010
- Quoted, "Bar: expired estate tax of little benefit to clients," Massachusetts Lawyers Weekly, January 11, 2010
- Featured, "SJC to Rule on Probate Fee-Shifting," Massachusetts Lawyers Weekly, October 26, 2009
- Speaker, "Trusts & Estates Year in Review 2009," Boston Bar Association Trusts and Estates Section, June 15, 2009
- "Estate Planning Update," Day Pitney Newsletter, December 2008
- Northeastern University, J.D.
- Northeastern University, M.P.A.
- Tufts University, B.A., cum laude
- Commonwealth of Massachusetts
- Boston Bar Association, Trusts and Estates Section
- Massachusetts Bar Association, Probate Section