For almost 35 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 charitable giving 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 family management of assets, including wills, revocable and irrevocable trusts, generation-skipping planning, charitable trusts and corporations, and various grantor trusts (e.g. QPRTs, GRATs, IDGTs, SLATs). She works with clients in the administration and operation of their trusts, estates, and businesses.
Sheryl's practice also focuses on philanthropy through creation, qualification, and administration of nonprofit and tax-exempt entities. She also counsels higher education institutions, health care organizations, and other charities about their charitable gift acquisition programs and administration practices.
Lunch served 11:45 to 12:45