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Palm Beach County Estate Planning Council
Speaker Dinner Meeting

October 28, 2025
5:30 P.M. to 7:30 P.M.

Palm Beach Gardens Marriott
4000 RCA Boulevard
Palm Beach Gardens, FL 33410

Speaker
Shelly Wald Harris, J.D.
Shutts & Bowen, LLP

Topic
"The Duty to Inform and Account in Estate Planning"

Shelly Wald Harris is a partner in the West Palm Beach office of Shutts & Bowen LLP, where she is a member of the Private Client Services Practice Group. Shelly is Board Certified in Wills, Trusts and Estates by the Florida Bar. Shelly counsels clients on their future goals and helps them navigate the estate planning process. She works with individuals and families of moderate to high net worth in their estate, trust, charitable, and domicile planning. She is experienced in building custom plans that make the best use of revocable, irrevocable, charitable, insurance, and dynasty (generation skipping) trusts to optimize her clients’ personal and tax goals while protecting their assets. She is also experienced with numerous tools, such as Irrevocable Life Insurance Trusts (ILITs), Family Limited Partnerships (FLPs), Qualified Personal Residence Trusts (QPRTs), Grantor Retained Annuity Trusts (GRATs), and Spousal Lifetime Access Trusts (SLATs). In addition, Shelly represents corporate and individual fiduciaries with respect to trust and estate administration.  She administers estates and represents trustees, personal representatives, and other fiduciaries as well as beneficiaries and creditors of estates in transactional and litigation matters. She prepares estate tax returns, gift tax returns, and accountings.  Shelly is the co-author of Florida Estate Planning, part of West’s Florida Practice Series published by Thomson Reuters, which she updates annually, and the author of chapters in various continuing legal education books for attorneys. She has given lectures to other attorneys, accountants, financial planners and paralegals on various estate planning and estate administration issues.

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