For almost 30 years, Sheryl Morrison has focused her practice in the areas of estate and wealth planning, transfer tax strategies, business succession planning, estate and trust administration, and creation and administration of charitable trusts and nonprofit organizations. She helps clients accomplish their objectives for management, protection, and preservation of their wealth through strategies that minimize taxes and promote effective ongoing family management of assets, including wills, revocable and irrevocable trusts, generation-skipping trusts, charitable trusts and corporations, grantor trusts, and GRATs and QPRTs. Her experience enables her to advise clients about the many issues affecting the administration and operation of their trusts, estates, and businesses, including business succession planning strategies.

 

Sheryl’s practice also focuses on philanthropy planning through creating, qualification, and operation and administration of nonprofit and tax-exempt entities, as well as counseling higher education institutions, health care organizations, and other charities about their charitable gift acquisition programs and administration practices.