Reshma Shah
Partner
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Phone: +1 212 471 1866
- Duane Morris LLP
1540 Broadway
New York, NY 10036-4086
USA - Duane Morris LLP
230 Park Avenue, Suite 1130
New York, NY 10169-0079
USA
Reshma Shah practices in the areas of tax, estate planning and the administration of estates and trusts, with particular emphasis on estate planning for high net worth individuals and families with cross-border connections. Her work also involves premarital agreements, foreign trusts, pre-immigration and expatriation planning, planning for the purchase of U.S. property by non-U.S. persons, asset transfers, and compliance with federal and state estate, gift, inheritance and income tax returns. She also has extensive experience with clients disclosing overseas accounts through Voluntary Disclosures and Streamline submissions to the IRS.
Reshma is a 2011 graduate of St. John's University School of Law and a magna cum laude graduate of The William E. Macaulay Honors College at The City College of New York. She is fluent in Gujarati and proficient in Hindi.
Admissions
- New York
Education
- St. John's University School of Law, J.D., 2011
- Executive Research Editor and Duberstein Director, American Bankruptcy Institute Law Review - Macaulay Honors College at The City College of New York, B.A., magna cum laude, 2008
- Phi Beta Kappa
- D'Agostino Greenberg Fellowship in Law
- Henft Award in Urban Legal Studies
- Josh and Judy Weston Public Service Fellowship
- Dedication to Community Service Award
Experience
- Duane Morris LLP
- Partner, 2022-present
- Special Counsel, 2022
- Associate, 2011-2021
Professional Activities
- International Bar Association
- Private Client Tax Committee - New York State Bar Association
Society of Trust & Estate Practitioners (STEP), New York Branch
- South Asian Bar Association of New York
Honors and Awards
- Named to Best Lawyers "Ones to Watch," 2022-2025
2018 Pro Bono Service Award
- Empire State Counsel Honoree for Pro Bono Service, New York State Bar Association, 2015
- Recognized by the New York State Courts Access to Justice Program, the New York State Bar Association and New York County Lawyers' Association for Pro Bono Service, 2014-2020
Civic and Charitable Activities
- Truman National Security Project for Afghan Relief
- Elderlaw and Cancer Advocacy Project
- Brooklyn Family Court Volunteer Attorney Program
- Girls Educational & Mentoring Services (GEMS)
Selected Publications
- Co-author,"Surrendering Your Green Card - Tax and Immigration Issues to Consider," Duane Morris Alert, August 26, 2024
Co-author, "Content and Consent," STEP Journal (Vol. 27 Iss. 6), July 2019
Co-author, “Privileged Client Information and Border Searches,” New York Law Journal, December 29, 2017
- Co-Author, "Oops, Have I Left It Until It Is Too Late? Deathbed Planning and Post-mortem Options," International Bar Association website, March 2013
- "Federal Estate Tax Equality for Same-Sex Couples," Duane Morris Alert, June 15, 2012
Selected Speaking Engagements
- Speaker, "Form 3520 Foreign Trust Reporting: Filing Deadlines, Requirements, and Liabilities," Lorman Webinar, September 27, 2024
Co-Panelist, “Cross-Border Tax and Succession Planning for South Asians: A Reality Affecting Immigrant Families,” The South Asian Bar Association of North America 2024 Conference, Toronto, Canada, July 13, 2024
- Speaker, "Valuations and Estate/Trust Planning: A Global Perspective," STEP New York, April 1, 2024
- Presenter, “Preparing For Upcoming U.S. Estate and Gift Tax Changes,” Webinar for Global Consulting Firm, January 30, 2024
- Speaker, “Preparing For Upcoming US Estate and Gift Tax Changes,” Webinar, November 28, 2023
- Co-Panelist, “Wine and Cheese or Tea and Biscuits, Can your Adviser Help You Lead the Life You Wish?” 2023 International Bar Association Annual Conference, Paris, France, November 2, 2023
- Featured Guest, "Planning Across The Pond [Part 2]," Collyer Bristow UK USA Podcast, October 12, 2023
- Featured Guest, "Planning Across The Pond [Part 1]," Collyer Bristow UK USA Podcast, September 28, 2023
- Speaker, “Student-Alumni Career Conference,” St. John’s University School of Law, September 8, 2023
- Speaker, "Estate Planning 101," Deloitte, March 21, 2023
- Speaker, "Financial Planning for Lawyers," Webinar, June 21, 2022
- Speaker, "Estate Planning for New PPMDs” Deloitte Podcast, April 2022
- Speaker, "The SECURE Act – Five Key Considerations," Webinar, April 27, 2022
- Speaker, "Keep Your Hands Off My Trust," Deloitte Podcast, September 2021
- Speaker, "Women Who Lead in Law," COLOR Magazine, Webinar, March 29, 2021
- Speaker, "Marital Considerations for Estate Planning," Deloitte, November 20, 2019
Speaker, "Titling Your Assets and the Fundamentals of Probate," Deloitte, February 21, 2019
Presenter, "Real Estate Secrets That Impact Your Portfolio," The Corcoran Group, New York, NY, March 6, 2018
Speaker, "Theater District Tax Talk," The Corcoran Group, New York, NY, February 6, 2018
- Speaker, "Dealing With Insufficient Assets and Abatement," Lorman Education Services, Webinar, August 16, 2017
- Speaker, "Trump Is President and the Republicans Control the House and the Senate: What Does This Mean for Estate Planners Moving Forward?" American Bar Association Tax Section, Orlando, Florida, January 20, 2017
- Speaker, "Estate, Tax and Medicaid Planning," Hellenic Lawyers Association, New York City, May 26, 2016
- Panelist, "Pre-Law Alumni Panel," Macaulay Honors College, New York City, March 7, 2016
- Presenter, "Financial Planning for Young Lawyers CLE," Asian American Bar Association, New York City, December 2, 2015
- Speaker, "Roundtable Discussion on Estate Planning," Mexican Chamber of Commerce, New York City, September 23, 2015
- Panelist, "Your First Job Through Relationships, ACG Cares Inaugural Event," Macaulay Honors College, New York City, April 3, 2014
- Panelist, "The 10 Secrets About Law School," Macaulay Honors College, New York City, April 29, 2013
- Panelist, "Business & Law: The Tale of a Corporate Lawyer," Macaulay Business Club and Pre-Law Society, New York City, March 7, 2012