William (Bill) Sherman practices in the areas of estate planning, trust and estate administration, commercial finance and real estate law.
In connection with his estate planing and probate practice, he represents a wide range of individuals and families. Bill crafts appropriate and cost-effective estate plans by meeting with clients to understand their planning goals, family dynamics, and assets. He then communicates options and alternatives so families can be confident that their goals will be met. For families who need traditional estate planning, Bill works with them to name executors and guardians and to avoid probate estates. For blended families or families with special needs, Bill informs them of different planning options available so that assets are protected, and disputes kept at a minimum. Bill represents high net worth individuals and small business owners inn the creation and execution of complex estate and business plans. These plans often include sophisticated trusts and lifetime gifting to achieve succession planning and tax-efficient generational transfers of assets.
In estate and trust administration matters, Bill represents fiduciaries and beneficiaries so that assets are efficiently distributed. The probate process can be complex and frustrating. Bill understands the challenges faced by executors in administering estates and is proactive in communicating matters to that estates can be administered in a timely fashion. Bill has experience with both taxable and non-taxable estates, and in contested probate matters.
Bill has broad experience with commercial and residential real estate transactions. He represents clients in their acquisition, ownership, development, financing and leasing of property. He conducts contract drafting and negotiations and communicates risks and potential liabilities so that his clients can make informed business decisions. Bill also represents local and national banks in the extension of asset-based, mortgage, and construction loans to commercial borrowers.
