Shawn McClelland focuses his practice on corporate law, business services, estate planning, elder law and Medicaid planning, and special needs planning.
Mr. McClelland is experienced in counseling business owners in matters pertaining to entity formation, initial start-up strategies, and the structuring of sales and acquisitions. He has been instrumental in preparing and advising business owners on matters pertaining to buy-sell agreements, operating agreements, shareholder agreements, asset transfers, and succession planning issues.
In addition, Mr. McClelland has counseled clients in matters involving estate and tax planning, including tax audits and related issues, working together with them and their financial advisors to structure and implement plans tailored to their specific needs.
Previously, he served as counsel to several small townships and municipalities, advising them on matters relating to the development and implementation of zoning and land-use guidelines. He also worked as a part-time Assistant Prosecutor for several years.
New Jersey
Gettysburg College, Bachelor of Arts (BA), Political Science and Government
Case Western Reserve University School of Law, Doctor of Law (JD)
Multi-Disciplinary Team Closes Jersey Shore Restaurant and Bar Acquisition Involving Real Estate, Corporate and Regulatory Issues
June 3, 2026
In a fast-paced transaction ahead of the summer season, Mandelbaum Barrett PC advised on the acquisition of a prominent waterfront bar and restaurant along the Jersey Shore. Representing the purchaser, our team handled a layered deal structure that included both the real estate and business components of the transaction, as well as the transfer of […]Mandelbaum Barrett PC Closed a $1.3M California Dental Practice Transaction
September 23, 2025
Deal Alert: Our team recently closed a $1.3 million sale of a California dental practice. This transaction was handled by the National Dental Law Group, including CEO William Barrett, Partner Melody M. Block, and Corporate Practice Group Partner Shawn McClelland.Mandelbaum Barrett PC & IMG Business Advisors represent White Plains Linen in $50M+ sale
September 10, 2025
We are proud to have worked with IMG Business Advisors on the recent sale of White Plains Linen to Surge Private Equity LLC. The transaction, which included the company and two properties in Peekskill, NY, closed on August 1 and was valued at well over $50 million.Supporting a Client in Securing Funding for New York CAURD License
December 12, 2024
The Firm’s Cannabis, Hemp, and Psychedelic Practice Group (“CHAP”) is proud to announce a significant milestone in advancing New York’s emerging cannabis industry. This month, attorneys Joshua S. Bauchner, Natalie C. Diaz, and Shawn R. McClelland successfully facilitated a transaction securing necessary funding for a client’s Conditional Adult-Use Retail Dispensary (“CAURD”) license. Through this achievement, […]From Vision to a Brooklyn Cannabis Business
November 28, 2023
Our client, Kendall had a vision for a New York cannabis business, which she discussed during her estate planning sessions with Shawn McClelland from our Tax, Trusts, and Estates practice group. Recognizing the potential, Shawn introduced her to Joshua S. Bauchner, Chair of our Cannabis and Psychedelics Practice Group.The Rollup
February 3, 2026
Welcome to The Rollup, a snapshot of the legal wins, industry leadership, and momentum driving Mandelbaum Barrett PC’s Cannabis, Hemp & Psychedelics Practice Group forward. From landmark matters in 2025 to early 2026 recognition, our team continues to help clients navigate change, seize opportunity, and move the industry ahead. We’ve rolled together some of the standout moments shaping our momentum. […]New York Legal Update
January 29, 2026
We hope that 2026 is off to a fantastic start for you and your team! As we kick off the new year, we’re excited to share the impressive New York–related wins and milestones that Mandelbaum Barrett PC achieved from June through the end of 2025. From high-profile litigation and M&A transactions to regulatory developments and […]Planning Ahead in New Jersey: What to Know About Estate & Inheritance Tax
January 6, 2026
If you reside in New Jersey (or have substantial ties to the state), estate planning isn’t just about wills, trusts or who gets Grandma’s china—it’s also about considering how taxes may erode what your loved ones receive. Although the state of New Jersey no longer imposes a traditional “estate tax,” there are still key tax laws (including federal estate tax and the state inheritance tax) that need your attention. By planning ahead, you can protect the legacy you’ve built, preserve family harmony and reduce surprises after you’re gone.Understanding Trump Accounts: A Guide for Families and Advisors
December 19, 2025
Shawn McClelland, Partner in the Tax, Trusts, and Estates Practice Group, recently provided an in-depth overview of the newly announced “Trump Accounts” under Notice 2025-68, issued on December 2, 2025. These accounts have generated considerable interest, particularly due to their unique structure and potential benefits for minors. Here is a breakdown of the key takeaways.Year-End Reflections and Planning Considerations for the New Year
December 18, 2025
As the year comes to a close, the holiday season offers a natural opportunity to reflect—not only on family and traditions, but also on important planning considerations that can have lasting financial and tax implications. Year-end and early-new-year planning can play a critical role in protecting assets, preserving family wealth, and ensuring your intentions are clearly documented.C-Corp Vs. S-Corp: Key Differences Explained
August 15, 2025
Choosing the right corporate structure is one of the first—and most important—decisions a business owner makes. In a recent conversation, Shawn McClelland and Alexa La Barbiera of Mandelbaum Barrett PC’s Corporate Practice Group discuss the key differences between C Corporations and S Corporations, and how those differences can affect everything including taxation, shareholder rights, and raising capital.Legacy Lesson: Will or Trust? Estate Planning for Single Parents
June 18, 2025
In this episode of Legacy Lessons, Shawn R. McClelland, Partner in our Tax, Trusts, and Estates Practice Group, walks us through one of the most common estate planning questions families face: Should I create a will, or do I need a trust?Legacy Lesson: Estate and Gift Tax Returns
June 2, 2025
Meet the Johnsons, a group of siblings who recently inherited a multi-million-dollar estate after the passing of their parents. The estate includes investment properties, stocks, and other high-value assets—leaving them not only with deep emotions to process, but also a host of complex tax questions. Like many families facing a significant inheritance, the Johnsons are overwhelmed. They’ve heard about estate and gift tax returns, possible deductions, and filing requirements—but aren’t sure where to start or what applies to them.Don’t Ignore Planning for the New York Estate Tax
April 22, 2025
The Upcoming Federal Estate Tax Sunset: What You Need to Know Many high-net-worth clients are busy planning for the possibility of a Federal estate tax exclusion sunset scheduled to occur on January 1, 2026. This will occur automatically unless Congress is able to pass major budget legislation to avert a per person reduction in the […]New York Newsletter: Winter Edition
December 16, 2024
Check out our NYC Newsletter to read about our recent successes, important legal updates, and how our team is closing out the year. 🗽📖 Read it Here.Legacy Lesson: Crafting a Fair and Successful Business Succession Plan
August 29, 2024
Linda’s journey is one that many business owners will face. It’s a delicate balancing act between securing her retirement, treating her children equitably, and ensuring the continued success of the business she built. By understanding the business structure, addressing compensation, considering fairness, and planning for her retirement, Linda can create a transition plan that honors her legacy and sets her children and her business up for future success. This scenario, inspired by real-world challenges, is a reminder of the importance of thoughtful succession planning.LEGACY LESSON: Could Divorce Be a Financial Lifeline in Chronic Illness?
May 13, 2024
In the inaugural episode of LEGACY LESSON, we delve into a topic rarely discussed openly: the use of divorce as a strategic financial tool in the face of chronic illness. Attorney Shawn McClelland navigates the complexities of this approach, considering both the legal and ethical implications. The episode unpacks how couples like Alice and Bob might consider legally separating to protect their assets from overwhelming medical expenses.Video: The Wildenstein Case, Tax, Trusts & Estates.
October 5, 2023
Join us as we explore Silvia Wildenstein's quest to rectify her inheritance. With insights from Chris Zona, white-collar crime and criminal defense attorney, and Shawn McClelland tax, trusts, and estates attorney. Their perspectives shine a light in this case's financial investigations, estate planning, and the shadows of the art world.Legal Insights on Claiming a Lottery Jackpot
August 10, 2023
Partner in the Commercial Litigation & White Collar and Criminal Defense Group, Chris Zona, and Partner in the Tax, Trusts & Estates Practice Gorup, Shawn McClelland, discuss the steps you should take if you come into a life-changing amount of money, not unlike the recent Mega Millions winner in Florida this month.Law360 Profiles MB’s Cannabis Group of the Year for Clearing the Smoke in NY Cannabis
February 19, 2026
When New York’s cannabis rollout sparked confusion and conflict, Mandelbaum Barrett’s Cannabis, Hemp and Psychedelics Practice stepped in, and Law360 took notice, naming the team a 2025 “Cannabis Group of the Year.” With regulators turning up the heat and enforcement actions sparking industry-wide concern, our team has been on the front lines, helping clients stay […]NJCPA Convention & Expo
February 5, 2026
Our Tax, Trusts & Estates, Corporate, and Accounting professionals will be exhibiting at this year’s NJCPA Conference, bringing a fully integrated perspective to today’s business and planning challenges. From financial reporting and compliance to tax strategy, entity structuring, transactions, and succession planning, our team delivers coordinated guidance designed to support clients at every stage of […]11th Annual Tax, Trusts & Estates Forum
September 18, 2025
Sign Up Now! This year’s Forum tackles the most significant legislative change in years for financial professionals: the 2025 “One Big Beautiful Bill Act.” From estate planning to capital gains, this sweeping bill reshapes the landscape—and knowing its impact is critical to safeguarding and maximizing client strategies. Whether you’re a financial planner, wealth manager, CPA, […]10th Annual Tax, Trusts & Estates Forum – Tuesday, December 3, 2024
October 30, 2024
Whether you’re a seasoned financial professional or simply eager to stay ahead, we invite you to the 10th Annual Tax, Trusts & Estates Forum, a premier event designed to help you Plan. Protect. Grow. This event will provide clear, actionable updates on key topics, including estate planning, tax laws, and business succession strategies. Event Details: […]Shawn McClelland Unveils QITs: NJ MoneyHelp’s Guide to Medicaid Maximization
October 2, 2023
Qualified Income Trust (QIT) can be a life-saver for those exceeding Medicaid’s income limits. Navigating the complex financial landscape of Medicaid can pose significant challenges for many. However, a lifesaving beacon emerges for those exceeding Medicaid’s income limits through the use of a Qualified Income Trust (QIT). Shawn McClelland, partner in Trusts and Estates and […]