Sheryl has extensive experience working with high-net-worth individuals and fiduciaries, both in private legal practices and in financial service institutions. Her practice focuses primarily on wealth preservation and wealth transfer planning, and trust and estate administration. 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.
