Sheryl G. Morrison

Sheryl G. Morrison Image

Support Staff

Lisa Miller
Direct: 612.632.3229

For more than 25 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, creation and administration of charitable trusts and nonprofit organizations, and guardianships and conservatorships. She helps clients accomplish their objectives for management, protection, and preservation of their wealth through strategies which minimize taxes and promote effective ongoing family management of assets, including wills, revocable trusts, testamentary and inter vivos irrevocable trusts, generation-skipping trusts, charitable trusts, and other charitable gift entities, gifts and sales to grantor trusts, GRATs and QPRTs, family partnerships, and other business entities. Her experience enables her to advise clients about the many issues affecting the administration and operation of their trusts, estates, partnerships, and other business entities, including the unique business succession planning issues and strategies for business owners.

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.

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