Rachel B.G. Sherman

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Rachel B.G. Sherman: Attorney with Cummings & Lockwood LLC
Attorney Awards
  • Martindale-Hubbell Peer AV Preeminent Rating
About Attorney Awards

Biography

Rachel B.G. Sherman is a Principal in Cummings & Lockwood‘s Private Clients Group. She works in both the Stamford and Palm Beach Gardens offices, and is Principal-in-Charge of the Palm Beach Gardens office. She joined the Firm in 1999.

Rachel works with high net worth individuals and families to address their estate planning needs, including the preparation of wills and trusts, tax planning, multi-generational planning, planning for retirement benefits and real estate holdings, gifting and preparation of gift tax returns. Rachel also focuses her practice on estate administration and trust administration, where she advises and assists families through the estate settlement process, handles probate court matters and provides guidance and legal services to fiduciaries.

Professional Recognition

•The Best Lawyers in America, 2021-present
•Martindale-Hubbell, AV Rated

Articles/Publications/Presentations

•'Quid Pro Quo for Charitable Gifts', Webinar, January 20, 2021, Trusts & Estates Magazine
•Quid Pro Quo and Fundraising Events, Trusts & Estates Magazine, June 2020 Issue, co-author with Conrad Teitell and Katherine C. Gent
•Quid Pro Quo Isn't Just a Political Issue, Trusts & Estates Magazine, May 2020, co-author with Conrad Teitell and Katherine C. Gent
•Living Will and Appointment of Health Care Representative, Connecticut, Practical Law Guide, co-author, Thomson Reuters
•Advance Health Care Directive, Connecticut, Practical Law Guide, co-author, Thomson Reuters
•10 Ways the 2704 Regulations (if finalized) Will Ruin Your Holiday Season

Articles

•Quid Pro Quo and Fundraising Events
• Quid Pro Quo isnt Just a Political Issue

Books & Guides

•Living Wills and Appointment of Health Care Representatives in Connecticut
• Advance Health Care Directives in Connecticut

News & Press Releases

• 29 Cummings & Lockwood Attorneys Named Best Lawyers in Connecticut for 2023
• Stamford Office - 2023 Best Lawyers in America and Ones to Watch
• 35 Cummings & Lockwood Attorneys in Connecticut and Florida Have Been Named Among The Best Lawyers in America for 2021, 2 Attorneys Received Lawyer of the Year Awards and 8 Attorneys Have Been Identified as the Ones to Watch
• 16 Cummings & Lockwood Attorneys Have Been Named 2019 New England Super Lawyers and Rising Stars

Videos

• 10 Ways the 2704 Regulations (if finalized) Will Ruin Your Holiday Season

Videos

•10 Ways the 2704 Regulations (if finalized) Will Ruin Your Holiday Season

See more ›

Areas of Practice (9)

  • Private Clients Group
  • Wills, Trusts and Estate Planning
  • Probate and Estate Administration
  • Fiduciary and Trustee Services
  • Wealth Protection Planning
  • Philanthropic Giving
  • International Estate and Tax Planning
  • Business Succession Planning
  • Probate and Tax Litigation

Education & Credentials

Mailing Address:
P.O. Box 120, Stamford, CT 06901
University Attended:
University of Pennsylvania, B.A., cum laude, 1995
Law School Attended:
University of Florida, J.D., with honors, 1998
Year of First Admission:
1999
Admission:
1999, Connecticut; 1999, Florida; 2012, New York
Memberships:

Professional Organizations

•Connecticut Bar Association, Estates and Probate Section, Member
•New York State Bar Association, Trusts and Estates Law Section. Member
•Florida Bar, Real Property, Probate and Trust Law Section. Member

Birth Information:
November 12, 1973
ISLN:
914171490

Peer Reviews

5.0/5.0 (11 reviews)
Martindale-Hubbell® AV Preeminent Rating Badge

  • Legal Knowledge

    5.0/5.0

  • Analytical Capability

    5.0/5.0

  • Judgment

    5.0/5.0

  • Communication

    5.0/5.0

  • Legal Experience

    5.0/5.0

  • 5.0/5.0 Rated by a Senior Partner on 10/20/20 in Trusts and Estates

    Rachel is top notch. She is smart, savy and the best interpersonal skills. I have worked with her for years and my clients love her and are always thrilled with her work,

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  • 5.0/5.0 Rated by a Sole Practitioner on 10/31/16 in Trusts and Estates

    Rachel is an outstanding attorney, extremely knowledgeable in her field.

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  • 5.0/5.0 Rated by a Partner on 10/30/16 in Trusts and Estates

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  • 5.0/5.0 Rated by a Associate on 10/29/16 in Business Succession Planning

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  • 5.0/5.0 Rated by a Associate on 10/29/16 in Trusts and Estates

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  • 5.0/5.0 Rated by a Sole Practitioner on 10/24/16 in Trusts and Estates

    Rachel has a very high standard for ethical behavior and integrity in the profession as well as her personal life. She is more than qualified for the highest rating that a lawyer can have.

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  • 5.0/5.0 Rated by a Partner on 10/23/16 in Trusts and Estates

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  • 5.0/5.0 Rated by a Partner on 10/22/16 in Trusts and Estates

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  • 5.0/5.0 Rated by a Partner on 10/22/16 in Trusts and Estates

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  • 5.0/5.0 Rated by a Managing Partner on 10/22/16 in Trusts and Estates

    Extremely knowledgeable in her field.20 years experience in this field.Regularly lectures in advanced topics in this field.Responsive, personable, and responsive with clients I've referred to her.

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Peer reviews submitted prior to 2008 are not displayed.

Client Reviews Write a Review

Video

Location

Contact Rachel B.G. Sherman

Contact Information:

203-708-3990  Fax

www.cl-law.com

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