Bryon W. Harmon

Bryon Harmon practices in the areas of estate planning, estate settlement and trust administration. As a CFP® professional, Bryon brings additional financial planning insight to each client’s unique needs.

In the area of estate planning, Bryon has over 26 years of experience counseling individuals, couples and families on a comprehensive array of strategies for tax-efficient intergenerational and charitable transfers. During the estate settlement process, Bryon collaborates with paralegals and trust administration professionals to prepare probate documents, estate tax returns and fiduciary income tax returns. When necessary, he represents estates in IRS and DRS audits and in U.S. Tax Court.

Bryon actively manages trusts for a diverse clientele and provides guidance to trustees throughout Connecticut. He has established long-term relationships with clients and trust beneficiaries, fostering the relationships needed to address each person's distinct needs. Bryon applies this personalized approach to his relationships with trustees, often spanning several generations, to safeguard the long-term financial interests of the beneficiaries.

Shipman’s Trust & Estates Group oversees more than 400 trusts with assets exceeding $800 million. Among these trusts are several sizable charitable foundations, where Bryon and other team members are involved in the efficient allocation of funds to charitable organizations.  

Bryon has been consistently ranked in Chambers High Net Worth Guide in the area of Private Wealth Law since 2016.