Cummings & Lockwood

Rachel B.G. Sherman

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BACKGROUND

Rachel B.G. Sherman is a Principal in Cummings & Lockwood’s Private Clients Group and is based in the Stamford 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.

PRACTICE AREAS

EDUCATION

  • University of Florida, Levin College of Law (J.D., with honors, 1998) Florida Law Review, Member
  • University of Pennsylvania (B.A., cum laude, 1995)

BAR ADMISSIONS

  • New York, 2012
  • Connecticut, 1999
  • Florida, 1999

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

PROFESSIONAL RECOGNITION

CIVIC AND PHILANTHROPIC ACTIVITY

  • Penn Club of Fairfield County, Member

Principal

Stamford

T 203.351.4656

F 203.708.3990

rsherman@cl-law.com

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BACKGROUND

Rachel B.G. Sherman is a Principal in Cummings & Lockwood’s Private Clients Group and is based in the Stamford 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.

Education
  • University of Florida, Levin College of Law (J.D., with honors, 1998) Florida Law Review, Member
  • University of Pennsylvania (B.A., cum laude, 1995)
Bar Admissions
  • New York, 2012
  • Connecticut, 1999
  • Florida, 1999
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
Civic and Philanthropic Activity
  • Penn Club of Fairfield County, Member