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McLane Middleton, Professional AssociationSenior Counsel, Trusts & Estates Department
Joel B. Sherman

Joel B. Sherman

Not yet reviewed

300 Trade Center, Suite 7000, Woburn, MA 01801

Asset Protection and Wealth Preservation, Estate Planning and Trust and Estate Administration, Probate Litigation and 4 more

About Joel B. Sherman

Joel B. Sherman is a lawyer practicing asset protection and wealth preservation, estate planning and trust and estate administration, probate litigation and 4 other areas of law. Joel received a A.B. degree from Bowdoin College in 1961, and has been licensed for 61 years. Joel practices at McLane Middleton, Professional Association in Woburn, MA.

Joel B. Sherman (Woburn, Massachusetts)

Awards

AV Preeminent Peer Rated
This elite award is granted to attorneys who have been recognized by their peers for their very high ethical standards, with an average peer review score of 4.5 or higher.
Martindale-Hubbell Peer AV

Client Champion Awards

Client Champion awards recognize those attorneys who excel at service as affirmed by their clients. The awards, based on the quantity and quality of an attorney’s Martindale-Hubbell client reviews, demonstrate an ongoing commitment to delivering excellent client service. Award recipients stand out from their peers with a platinum, gold or silver icon.

Champion Badge Silver

At least three reviews and a score of 4.0 or higher.

Champion Badge Gold

At least six reviews and a score of 4.2 or higher.

Champion Badge Platinum

At least ten reviews and a score of 4.5 or higher.

Martindale Peer Awards

A lawyer who receives a minimum threshold of qualifying responses from fellow attorneys can qualify for one of three prestigious Martindale-Hubbell Peer Review Ratings:

Martindale-Hubbell Peer AV Preeminent Rating

AV Preeminent®: The highest peer rating standard. This rating signifies a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communication skills and ethical standards.

Joel B. Sherman got this award in 2021

Martindale-Hubbell Peer Distinguished Rating

Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

Martindale-Hubbell Peer Notable Rating

Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.

Avvo Awards

Avvo Top Contributor

Avvo Top Contributor: The Avvo Top Contributor Award is granted to attorneys who have earned significant contribution points in a given year on our sister site, Avvo.com. Contribution points are earned by answering questions in Q&A, publishing Legal Guides, and other useful contributions to the Avvo community.

Avvo Client Choice

Avvo Client’s Choice: The Avvo Client's Choice Award Badge is granted to attorneys with a significant number of 4+ star reviews in a given year.

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Services

Areas of Law

  • Taxation
  • Labour and Employment
  • Energy
  • Other 4
    • Asset Protection and Wealth Preservation
    • Estate Planning and Trust and Estate Administration
    • Probate Litigation
    • TRUSTS & ESTATES

Practice Details

  • Firm Information
    Position
    Senior Counsel, Trusts & Estates Department
    Firm Name
    McLane Middleton, Professional Association
  • Representative Cases & Transactions
    Cases
    Representative Work: Successfully negotiated the settlement of several examinations of Federal Estate Tax Returns involving complex issues relating to the valuation of assets
    deduction of expenses. Administered the estate of an individual with dual citizenship who left both United States
    Israeli Wills disposing of assets in each jurisdiction
    involving issues relating to the valuation of intellectual property interests. Mediated
    successfully resolved the administration of an estate involving a 15 year dispute among five family members. Successfully negotiated a Lien Agreement with the Internal Revenue Service involving payments of the Federal Estate Tax in installments for an interest in a liability company owning a commercial shopping center. Represented third
    fourth generations in gift tax
    succession planning for a 100 year-old family owned business. Represented a surviving spouse in the partial disclaimer of TIAA/CREF benefits to her late husb
    's Family Trust in order to take advantage of the Estate Tax exemption in her Estate.

Experience

  • Bar Admission & Memberships
    Admissions
    1965, Massachusetts
    United States Tax Court
    Memberships

    Involvement

    •Member, Greater Boston Fiduciary Law American Inn of Court
    •Boston Estate Planning Council
    •Attorneys for Family Held Enterprises (AFHE)
    •Family Firm Institute (FFI)
    •fellow and Past Trustee, Boston Bar Foundation
    •Board Member, Emeritus and Advisor to CEO, Boston Children's Chorus
    •Class Agent, Bowdoin College
    •Past Chair of the Board and Campaign Chair, Combined Jewish Philanthropies of Greater Boston, Inc.
    •Trustee for Life, Hebrew Senior Life and Temple Emanuel of Newton, MA
    •Past Vice President and Life Trustee, The Rivers School, Weston, MA
    •Past President, Jewish Family & Children's Service
    •Past Vice Chair, Board of Overseers, and currently Overseer Emeritus, Beth Israel Deaconess Medical Center

    Bar Fellowship
    Trustee and Executive Committee, Boston Bar Foundation

    • Co-Chair, Grants Committee, Boston Bar Foundation

    • Board of Directors, Boston Children's Chorus

    • Class Agent, Bowdoin College

    • Director, Project Interchange, (an American Jewish Committee Institute)

    • Trustee for Life, Hebrew Senior Life and Temple Emanuel of Newton, MA

    • Past Vice President and Life Trustee, The Rivers School, Weston, MA

    • Past President, Jewish Family & Children's Service

    • Past Chair of the Board, Past Campaign Chair and member of the Board of Governors, Combined Jewish Philanthropies of Greater Boston, Inc.

    • Past Vice Chair, Board of Overseers, Beth Israel Deaconess Medical Center

  • Education & Certifications
    Law School
    New York University School of Law
    Class of 1964
    J.D.
    Other Education
    Bowdoin College
    Class of 1961
    A.B.

Joel B. Sherman

Senior Counsel, Trusts & Estates Department at McLane Middleton, Professional Association
Not yet reviewed

TradeCenter 128, 300 Trade Center, Suite 7000Woburn, MA 01801U.S.A.

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