Overview
Cheryl knows that each matter she handles for clients is personal. Whether its trust and estate administration after the death of a loved one, or walking clients through the probate process, she provides assistance with care and attention to detail.
As a member of the firm’s Trusts, Estate & Succession Planning Service Group, Cheryl prepares detail accountings, fiduciary income tax returns, estate tax returns and gift tax returns. She also assists with tax reporting requirements. She transfers assets after death by funding trusts and preparing real estate deeds and transfer returns. She also handles probate administration.
Membership & Involvement
Member: State Bar of Wisconsin Estates & Trusts Specialty Section
Education
University of Wisconsin Milwaukee, Paralegal Certificate