Stephen Putnoki-Higgins

Associate, Shutts & Bowens LLP

Overview
Stephen J. Putnoki-Higgins is an attorney in the Tampa office of Shutts & Bowen LLP, where he is a member of the Trusts & Estates Practice Group.

Stephen regularly represents individuals and families and helps them manage their wealth in a tax-efficient manner. He advises clients in the areas of estate and tax planning, primarily in income, estate, gift, and generation-skipping transfer taxation.

Stephen assists clients on all aspects of wealth transmission, including lifetime gifting strategies, estate and trust administration, charitable giving, and the management and succession of closely-held businesses. In addition, he advises tax-exempt organizations regarding compliance, structuring, operations and governance.

Stephen is admitted to practice in Florida, Connecticut and New York.

Education
•    New York University School of Law, LL.M. Taxation, 2011
•    University of Connecticut School of Law, J.D., with honors, 2010 
•    Tax Certificate
•    CALI Award for Excellence
•    University of Connecticut, B.A., History and Political Science, 2007

Bar Admissions
•    Florida Bar
•    New York Bar
•    Connecticut Bar

Publications
•    Co-author, “Deductibility of Claims Against an Estate: A Recent Ninth Circuit Decision Determines that Post-Death Events are Relevant,” Wealthmanagement.com, April 2014.
•    Co-author, “Gift Planning With Formula Clauses: From Procter’s Progeny to Wandry World (Part 2),” Probate & Property Magazine, Mar/Apr 2014.
•    Co-author, “Gift Planning With Formula Clauses: From Procter’s Progeny to Wandry World (Part 1),” Probate & Property Magazine, Jan/Feb 2014.
•    Co-author, “Practical Gift Funding Issues When Planning with Hard-to-Value Assets,” Connecticut Bar Association, Estates & Probate Newsletter, May 2013.

[email protected]

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