Atty. Scott M. Sherman
Scott brings new ideas to estate planning, often for clients who already have an estate plan in place. Many of his clients are elderly or dying (or the children of elderly parents) so the focus is on generation-skipping tax planning; achieving a basis stepup at death; avoiding probate where appropriate; and using discounts to minimize estate tax.
Profile Summary
About Scott M. Sherman at a glance
Scott M. Sherman is an Of Counsel based in White Plains, New York, practicing at Walsh & Amicucci LLP. They have 48+ years of legal experience, licensed to practice since 1978. Their practice focuses on wills, formation, trusts, probate, and estate planning. Admitted to practice in New York (1978) and U.S. Tax Court (1981). Educated at American University Law School (J.D., 1977) and Yale University (B.A. Political, 1972). Recognitions include AV Preeminent. Active member of Westchester County Bar Association. Serands clients in White Plains, NY and the surrounding metropolitan area.
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About
- Scott brings new ideas to estate planning, often for clients who already have an estate plan in place
- Many of his clients are elderly or dying (or the children of elderly parents) so the focus is on generation-skipping tax planning
- achieving a basis stepup at death
- avoiding probate where appropriate
- and using discounts to minimize estate tax
- Scott also has considerable experience planning for pension/IRA death benefits
- For example, using those benefits to fund trusts while still achieving a slow, tax-deferred payout of the benefits, or as another example, using the benefits to satisfy charitable bequests without interfering with the payout of the rest of the benefits
- Scott has worked on numerous estate plans and estates involving non-citizen spouses, including severing joint assets under the special gift tax rules that apply
- For families with substantial real estate holdings, Scott has been a pioneer in using a single trust to hold life insurance and to serve as an “intentionally defective grantor trust” purchasing assets at a discounted value
- For more typical suburban families, Scott often can complete the estate plan in two meetings: one meeting to review the family situation and the ownership of the assets, explain the appropriate plan, and a second meeting (after drafts have been sent to the clients for review) to execute the documents
Practice Areas Explained
Scott M. Sherman's Areas of Practice
Each practice area below reflects the types of cases Scott M. Sherman handles, with a brief overview of what that area of law covers.
Scott M. Sherman is one of 34,541 wills attorneys indexed nationally. Browse wills attorneys in New York →
Scott M. Sherman is one of 35,584 formation attorneys indexed nationally. Browse formation attorneys in New York →
Scott M. Sherman is one of 104,171 trusts attorneys indexed nationally. Browse trusts attorneys in New York →
Scott M. Sherman is one of 128,014 probate attorneys indexed nationally. Browse probate attorneys in New York →
An estate planning attorney prepares wills, trusts, powers of attorney, and healthcare directives to protect your family and pass on your assets.
Scott M. Sherman is one of 226,536 estate planning attorneys indexed nationally. Browse estate planning attorneys in New York →
Jurisdictional Context
Why local counsel matters in New York
Practicing law in New York. Legal matters in New York are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantive law. Cases originating in White Plains are typically filed in the local municipal court or the appropriate New York state district court, depending on subject matter and amount in controversy. An attorney licensed in New York brings working knowledge of local procedural deadlines, judicial practices in this andnue, and the substantive law that applies to cases brought here. Out-of-state attorneys generally cannot represent clients in New York courts without local counsel or pro hac vice admission.
Looking for additional New York attorneys? Browse all attorneys in White Plains or all attorneys in New York.
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