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Attorneys & Staff

Susan B. Shields
Tenth Floor
Two Leadership Square
211 N. Robinson
Oklahoma City, OK 73102-7103

(405) 552-2311 direct
(405) 228-7311 fax
 susan.shields@mcafeetaft.com
Practice Areas
Industry Groups
Agriculture and Equine
Paralegal
Admissions
  • California, 1989
  • Oklahoma, 1992
  • U.S. District Court for the Western District of Oklahoma
  • U.S. Tax Court
Education
  • J.D., University of California, Los Angeles, 1989
  • B.A., with honors, Stanford University, 1986; National Merit Scholar
Professional Organizations and Memberships
  • Oklahoma County Bar Association
  • Oklahoma Bar Association (Vice President; Board of Governors, 2010-2012; Former Chair, Estate Planning, Probate and Trust; Former Member, Legal Ethics Committee)
  • Oklahoma Bar Foundation (Fellow; Board of Trustees, 2007 -2014; President, 2013)
  • Oklahoma City Estate Planning Council
  • State Bar of California
  • American Bar Foundation (Fellow)
  • American College of Trust and Estate Counsel (Fellow)
  • University of Oklahoma College of Law (Adjunct Professor)
Civic Involvement and Leadership
  • Oklahoma Medical Research Foundation  (Planned Giving Council)
  • Central Oklahoma Stanford Alumni Club  (President)
  • Oklahoma Center for Nonprofits (Former Member, Board of Directors)
  • SpiritBank (Former Member, Board of Directors)
  • Leadership Oklahoma (Class XVII)
Best LawyersBest Lawyers Lawyer of the YearSuper LawyersMartindale Hubbell

Susan B. Shields

Shareholder




BIOGRAPHY

Susan Shields practices in the areas of tax and family wealth focusing on wealth transfer tax planning for high net worth families and individuals, business planning for closely held family businesses, estate and trust administration, business entity formation, and the formation and administration of tax-exempt organizations. She has also previously served as the leader of the firm’s Tax and Family Wealth Group.

Susan is a frequent speaker on a variety of estate planning, probate and nonprofit topics at professional and continuing legal education seminars and has served as an adjunct professor of law in estate planning at the University of Oklahoma College of Law. Her writing credits include “Oklahoma’s New Family Wealth Preservation Trust Act,” published on October 2, 2004, by the Oklahoma Bar Journal and “What Do You Need To Know About Oklahoma’s New Education Lottery?” published on January 15, 2005, by the Oklahoma Bar Journal. She also served as editor and coordinator of the “OBA/CLE 2001 Form Book” and the “OBA/CLE 2005 Form Book” published by the Oklahoma Bar Association.

In addition to being an elected fellow of the prestigious American College of Trust and Estate Counsel, Susan’s achievements have also earned her inclusion in The Best Lawyers in America (business organizations; closely held companies and family businesses law; non-profit and charities law; tax law; tax litigation and controversy; trust and estates; trust and estate litigation) and Oklahoma Super Lawyers, where she has been named to its exclusive “Top 25 Women Lawyers” and “Top 50 Oklahoma Lawyers” lists.  In 2015, she was selected by Best Lawyers as the “Oklahoma City Closely Held Companies and Family Businesses Lawyer of the Year,” an honor only given to a single lawyer in each legal specialty in each community.

Active in the legal community, Susan currently serves as vice president of the Oklahoma Bar Association and previously served a three-year term as a member of the OBA’s Board of Governors.  In 2014, she completed an eight-year term on the Oklahoma Bar Foundation’s Board of Trustees, which included a one-year term as its president in 2013.  She has also taught estate planning and wealth transfer tax as an adjunct professor at the University of Oklahoma College of law.  Susan’s contributions have earned her numerous honors, including Legal Aid of Western Oklahoma’s Outstanding Pro Bono Lawyer Award in 1993, the Oklahoma Bar Association's Earl Sneed Award in 2005 and its Mona Salyer Lambird Spotlight Award in 2011, and the Oklahoma Bar Foundation’s President’s Award in 2010 and its Roger Scott Memorial Award in 2014. She was named to the Journal Record's list of Leadership in Law honorees in 2011 and is a two-time finalist for the Journal Record's Woman of the Year Award (2005 and 2010).

In addition to donating her time as a volunteer and member of the Oklahoma Medical Research Foundation's planned giving council, Susan heads the Central Oklahoma Stanford Alumni Club and has served as a member of the board of directors for the Oklahoma Center for Nonprofits and on the board of directors for SpiritBank.


REPRESENTATIVE EXPERIENCE

  • All forms of wealth transfer tax planning and estate planning, including revocable trusts, wills, life insurance planning, dynasty trusts, GRATs, QPRTs, CRTs and IDGTs
  • Business succession planning
  • Asset protection planning, including family wealth preservation trusts
  • Marital planning
  • Family limited partnerships and family limited liability companies
  • Tax-exempt organizations formation and ongoing advice on governance and transactions
  • Will contest litigation and trust
  • Probate and other postmortem planning
  • Preparation and advice concerning estate and gift tax returns
     

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