“Aubrey Sherman is the Managing Partner at Sherman Law LLP, an established firm of over 40 years. He recognizes that estate planning can be a very personal experience that requires individual attention to ensure that you implement an estate plan that respects all of your wishes while at the same time protecting your assets and minimizing probate tax. Aubrey starts the wholistic process by learning about your family and the people who are important to you, including a review of your family dynamics, interests, goals, and financial situation. He offers succession planning services for entrepreneurs and family businesses, including a variety of specialized wills, trusts, corporate reorganizations, and shareholder agreements. Aubrey advises estate trustees in administering estates through the court appointment and probate process. He provides discounted package rates for many estate planning services. Aubrey is a Harvard-trained accredited family and intergenerational (elder) mediator who can assist in facilitating mediation of estate disputes, issues concerning intergenerational family conflict, and issues of aging. Sherman Law LLP offers Zoom consultations so that you can work with them from the comfort and convenience of your home.
UNIQUE FACTS:
• Focus Beyond the Financial Capital in Estate Planning, Including the Intellectual, Social, Human and Spiritual Aspects when Working with Families of Wealth
• Experienced Family Law Lawyer Who Can Prepare Marriage Contracts and Cohabitation Agreements as Part of Estate Planning
• Harvard-Trained Accredited Family and Intergenerational (elder) Mediator.”
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