Hallett & Perrin, P.C.
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Sheryl B. Latham

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Sheryl B. Latham

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​Sheryl has extensive experience working with high-net-worth individuals, fiduciaries and non-profit organizations, both in private legal practices and in financial service institutions. Her practice focuses on three primary areas: wealth preservation and wealth transfer planning, trust and estate administration, and charitable planning. Sheryl works with individuals, families, business owners, and executives to design, draft, and implement wealth transfer plans that minimize estate, gift, income, and generation-skipping transfer taxes, provide for business succession, protect family members and achieve philanthropic objectives.

Her wealth preservation experience includes the creative use of trusts, insurance, partnerships and other entities, and marital property agreements to protect assets and family members. Sheryl represents individual and corporate fiduciaries in probate, trust and estate administration matters, including representation before the IRS when appropriate. She also enjoys working with charities and assisting clients with their charitable planning, creating split interest charitable trusts, private foundations, and other non-profit entities and advising on their operation.

Distinctions & Certifications

  • Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization, 1992 to present 
     
  • Named a “Texas Super Lawyer” by Thomson Reuters in Estate Planning, 2003-2005
  • Martindale-Hubbell, AV Preeminent, Peer Review Rated
  • Dallas Bar Association Special Recognition Award, Outstanding Section 1997 for service as Chair of Probate, Trusts & Estates Section
  • Dallas Bar Association - Probate, Trust & Estates Section, Chair, 1996-1997
  • American Bar Association Excellence in Writing Award, Best Cutting Edge Article/Probate & Trust (2003), The Inheritance Trust: Upstream Multigenerational Planning
  • Named to Dallas’ Top 50 Women in Law - 2017

Professional Activities

  • State Bar of Texas - Real Estate, Probate & Trust Law Section
  • American Bar Association - Taxation Section; Real Property, Trust & Estate Law Section
  • Dallas Estate Planning Council, Board of Directors, 2010-2012
  • Dallas Bar Association - Probate, Trust & Estates Section, Chairman, 1996-1997

Community Involvement

  • Texas Ballet Theater, Board of Governors, 2004-2012, Council of Patrons
     
  • Perot Museum of Nature and Science, Advisory Board, 2002-present, Planned Giving Taskforce, 2014-present
  • The Dallas Foundation, Advisory Council
  • UT Southwestern Medical Foundation, Estate Planning Council