William C. Sherman

Biography

William (Bill) Sherman practices in the areas of estate planning, trust and estate administration, commercial finance and real estate law.

In connection with his estate planning and probate practice, he represents a wide range of individuals and families. Bill crafts appropriate and cost-effective estate plans by meeting with clients to understand their planning goals, family dynamics, and assets. He then communicates options and alternatives so families can be confident that their goals will be met.

For families who need traditional estate planning, Bill works with them to name executors and guardians and to avoid probate estates. For blended families or families with special needs, Bill informs them of different planning options available so that assets are protected, and disputes kept at a minimum.

Bill represents high net worth individuals and small business owners in the creation and execution of complex estate and business plans. These plans often include sophisticated trusts and lifetime gifting to achieve succession planning and tax-efficient generational transfers of assets. Bill believes in providing plans that offer flexibility in the face of changing estate and gift tax laws.

In estate and trust administration matters, Bill represents fiduciaries and beneficiaries so that assets are efficiently distributed. The probate process can be complex and frustrating. Bill understands the challenges faced by executors in administering estates and is proactive in communicating matters so that estates can be administered in a timely fashion. Bill has experience with both taxable and non-taxable estates, and in contested probate matters.

Bill has broad experience with commercial and residential real estate transactions. He represents clients in their acquisition, ownership, development, financing and leasing of property. He conducts contract drafting and negotiations and communicates risks and potential liabilities so that his clients can make informed business decisions. Bill also represents local and national banks in the extension of asset-based, mortgage, and construction loans to commercial borrowers.

Bill graduated summa cum laude from Quinnipiac University School of Law, where he served as Lead Articles Editor of the Quinnipiac Law Review. He graduated magna cum laude with High Honors in History from Muhlenberg College, where he was also elected to Phi Beta Kappa. Bill is admitted to practice in the Connecticut state and federal courts and is a member of the Connecticut and New Haven County Bar Associations.

An avid reader, Bill remains a student of history. He enjoys road trips and tinkering with computers.

Professional Memberships

Bar Admissions

• Connecticut
  
• U.S. District Court, District of Connecticut