Overview


Adam K. Sherman provides legal counsel on a wide range of wealth transfer, tax, estate planning and business succession matters for high-net-worth individuals and business owners.

Adam has extensive experience structuring and implementing sophisticated wealth transfer techniques and working with owners of closely held businesses to develop customized succession plans. Adam also advises clients on a range of issues relating to the formation and maintenance of family office and private trust company structures.

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Results


  • Advised family shareholders on the sale of a controlling stake in a $600 million publicly traded company
  • Developed and implemented a customized Nevada private trust company to serve as trustee of a billion-dollar GST-exempt tax
  • Designed a non-judicial settlement agreement to resolve a trust construction dispute involving a $100 million GST-exempt trust and obtained a favorable IRS private letter ruling concerning the tax consequences of the agreement

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Recognition


  • Leading Lawyers 2015, “Emerging Lawyer” in the area of Trust, Will & Estate Planning Law

Credentials


Education
University of Chicago Law School, JD, 2005
Northwestern University, BA, 2001

Admissions
Illinois
Wisconsin