William R. (Bill) Lowman, Jr.

Bill Lowman is a founder and president of ShuffieldLowman, and a seasoned attorney in the areas of corporate, mergers & acquisitions, business taxation, securities, intellectual property, estate planning, planning for high- net-worth families, charitable trusts and foundations, families with closely held businesses, executive compensation planning and general tax law. Bill works with owners of businesses of many different sizes, from the small family business to many of the Top Golden 100 Companies in Central Florida, handling the legal intricacies of both their business and personal lives. Bill believes in building a real and trusting relationship with his clients, serving as more than just an attorney, but also an advisor, counselor, and confidante, offering his big-picture perspective and personal touch.

Admissions

• State of Florida

Education

• LL.M., University of Florida

• J.D, with honors, University of Miami

• Associate Member: University of Miami Inter-American Law Review B.B.A., University of Miami

• Phi Delta Phi

Professional Associations & Memberships

• Member, Florida Bar

Civic

• Member, Board of Trustees, Junior Achievement of Central Florida Foundation, Inc.

• Advisory Member, Board of Trustees, Lake Highland Preparatory School Foundation

• Member, Board of Directors, Mark and Margery Pabst Charitable Foundation for the Arts

• Member, Board of Directors and Secretary, Harvey and Carol Massey Foundation, Inc.

• Founding Member, Board of Trustees, and Chairman of the Board, St. Luke’s Lutheran Church and School Foundation, Inc.

• Member, Board of Trustees, The Bryan W. Judge and Minnie C. Judge Foundation

• Member, Florida Bar (Tax Section) Member, Association for Corporate Growth

• Member, Florida Citrus Sports

• Past member, Central Florida Estate Planning Council

• Past member, Central Florida Planned Giving Council

• Past member, Central Florida Society of Financial Service Professionals

Speaking Engagements

• “Planning for the Uncertainty Behind the Certainty of Death and Taxes,” Kompas Shareholder Education Session

• “Incentive Planning for Your Lineal Descendants,” SunTrust Bank

• “Structuring, Operating and Strategic Planning for Your Department of Defense Contracting Company,” High Technology Incubator at UCF

• “Maximizing the Value of Your Business,” CEO Nexus

• “Major Considerations in Structuring a Joint Venture,” CEO Nexus

• “The State of Estate Planning,” Smith Barney

• “Choice of Entity for Acquiring Commercial Real Estate,” Orlando Business Journal

• “Buying and Selling a Business in Florida: The Role of Attorney,” Lorman Education Services

• “Devising an Integrated Succession Plan for the Family

• “Business Owner,” Central Florida Society of Financial Service Professionals

• “Florida Estate Planning,” Lorman Education Services

• “Charitable Remainder Trusts – Everything You Need to Know and More,” AXA Advisors, LLC

• “Solutions to the Repeal of the Installment Method for Accrual Basis Taxpayers,” Business Brokers of Florida

• “Organizing Your Business and Business Succession Planning,” Orlando Business Journal Seminar

• “Advanced Estate Planning Vehicles,” Lorman Education Services

• “Section 419 Plans,” Central Florida Society of Financial Service Professionals

• “Basics of the Transfer (Estate and Gift) Tax” and “What’s New and What’s Left in Sophisticated Estate Planning,” National Business Institute

• “Business Succession Planning” and “Sophisticated Charitable Planning Techniques,” Phoenix Life Insurance Company

• “Tax Issues in Long-Term Health Care,” Poe and Brown

• “Driving to Your Freedom Point” and “Thinking Like a Buyer” CEO Nexus Roundtable Annual Conference

• “Conversations on Charitable Giving” UCF Foundation

Publications

• Utilizing Phantom Stock to Reward Key Employees

• What Is the New Normal For Businesses Who Rely on Customer Interactions

• How Do You Get Corporate Culture To Re-Calibrate if Behaviors Change On the Other Side of A Crisis

• What Is the Best Way to Make Decisions in Uncertain Times

Recognitions & Awards

• 2015-2024, Super Lawyer, Super Lawyers Magazine, Thomson Reuters

• 2024-2025 The Best Lawyers in America, U.S. News & World Report

• 2005, 2009, 2012-2015, Legal Elite, Florida Trend magazine

• 2014, Top Rated Lawyers in Mergers & Acquisitions, ALM and Martindale- Hubbell

• 2011 nominated for Most Influential Businessmen, Orlando Business Journal

• 2011, Top Area Corporate Lawyers, Orlando Home & Leisure Magazine 2007 and 2008, 40 Under 40, outstanding young executives, Orlando Business Journal

• 2007, Best of the Bar, Orlando Business Journal.

• Martindale-Hubbell Rating: AV