Mr. S. Shamburg is a partner with MacDonald Illig where he is a member of the Business Transactions, Trusts & Estate and Tax Practice groups. His practice comprises a vast array of personal and business transactions, that can be broken into five general practice areas: estate and trust planning and administration; tax compliance and planning matters; Orphans’ Court litigation; nonprofit formation; and corporate formation and transactions.
Mr. Shamburg’s Estate and Trust practice consists of assisting individuals of all walks of life with preparing simple and sophisticated Wills and Trusts, along with General Durable Powers of Attorney and Advance Health Care Directives.
He is knowledgeable in the United States Estate, Gift and Generation-Skipping Transfer Taxes, as well as Pennsylvania Inheritance Tax, which allows him to draft documents that minimize taxes while at the same time transferring assets in the manner desired by his clients.
He also has experience drafting Trusts that do not effect Pennsylvania Medicaid eligibility and Trusts that protect assets from Pennsylvania Medicaid recovery. After a client’s death, Mr. Shamburg assists the Executor of Trustee with completing the necessary administration to effectuate his client’s goals.
At times, Mr. Shamburg has represented beneficiaries of Estates and Trusts that believe the fiduciary is not acting in the beneficiaries best interest. While many of these situations are settled amicably prior to litigation, he has experience in litigating these matters on behalf of his client. He has also handled numerous guardianship matters on behalf of clients.
In addition to his Estate and Trust practice, Mr. Shamburg serves a wide variety of business clients, for both for-profit and non-profit. He has extensive experience in business formation, corporate governance, mergers, acquisitions, divestitures, executive compensation, equity financing, tax and succession planning. He has also assisted numerous non-profit organizations in obtaining recognition of tax-exempt status with the Internal Revenue Service.
Mr. Shamburg received his Bachelor of Science Degree in Accounting from the Pennsylvania State University, University Park Campus in 2005. In 2009, he graduated cum laude from the University of Dayton School of Law, where he was a member of the law review and volunteer income tax assistance program.
Bar & Court Admissions:
- United States District Court for the Western District of Pennysylvania
- Juris Doctor, University of Dayton School of Law – Dayton, Ohio, 2009
- B.S. Accounting, Pennsylvania State University – University Park, Pennsylvania, 2005
Memberships & Associations:
- American Bar Association
- Pennsylvania Bar Association
- Erie County Bar Association
- Member, Mercy Hilltop Center Board of Trustees (2013-Present)
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