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Cummings & Lockwood LLCPrincipal
Rachel B.G. Sherman
Pro

Rachel B.G. Sherman

5.0
11 reviews

Six Landmark Square, Stamford, CT 06901

Private Clients Group, Wills, Trusts and Estate Planning, Probate and Estate Administration and 6 more

About Rachel B.G. Sherman

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

 

Rachel B.G. Sherman (Stamford, Connecticut) View website

Awards

AV Preeminent Peer Rated
This elite award is granted to attorneys who have been recognized by their peers for their very high ethical standards, with an average peer review score of 4.5 or higher.
Martindale-Hubbell Peer AV

Client Champion Awards

Client Champion awards recognize those attorneys who excel at service as affirmed by their clients. The awards, based on the quantity and quality of an attorney’s Martindale-Hubbell client reviews, demonstrate an ongoing commitment to delivering excellent client service. Award recipients stand out from their peers with a platinum, gold or silver icon.

Champion Badge Silver

At least three reviews and a score of 4.0 or higher.

Champion Badge Gold

At least six reviews and a score of 4.2 or higher.

Champion Badge Platinum

At least ten reviews and a score of 4.5 or higher.

Martindale Peer Awards

A lawyer who receives a minimum threshold of qualifying responses from fellow attorneys can qualify for one of three prestigious Martindale-Hubbell Peer Review Ratings:

Martindale-Hubbell Peer AV Preeminent Rating

AV Preeminent®: The highest peer rating standard. This rating signifies a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communication skills and ethical standards.

Rachel B.G. Sherman got this award in 2021

Martindale-Hubbell Peer Distinguished Rating

Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

Martindale-Hubbell Peer Notable Rating

Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.

Avvo Awards

Avvo Top Contributor

Avvo Top Contributor: The Avvo Top Contributor Award is granted to attorneys who have earned significant contribution points in a given year on our sister site, Avvo.com. Contribution points are earned by answering questions in Q&A, publishing Legal Guides, and other useful contributions to the Avvo community.

Avvo Client Choice

Avvo Client’s Choice: The Avvo Client's Choice Award Badge is granted to attorneys with a significant number of 4+ star reviews in a given year.

Reviews for Rachel B.G.

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Overall Rating
5.0
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11
Lawyers.com
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5.0
Martindale
11
Avvo
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Services

Areas of Law

  • Other 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

Practice Details

  • Firm Information
    Position
    Principal
    Firm Name
    Cummings & Lockwood LLC

Experience

  • Bar Admission & Memberships
    Admissions
    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

  • Education & Certifications
    Law School
    University of Florida
    Class of 1998
    J.D.
    with honors
    Other Education
    University of Pennsylvania
    Class of 1995
    B.A.
    cum laude
  • Personal Details & History
    Age
    Born in 1973
    November 12, 1973

Activity

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Attorneys FAQs

  • Is this attorney Martindale-Hubbell Peer Review rated?
    Yes, Rachel B.G. Sherman has a 5.0 Peer Rating from Martindale-Hubbell.
  • How many attorneys are in this law firm?
    Cummings & Lockwood LLC has 75 attorneys at this location.
  • What law school did this attorney attend?
    Rachel B.G. Sherman attended University of Florida.
  • What year was this attorney's law firm established?
    Cummings & Lockwood LLC was established in 1909.
  • Is this attorney listed in the Bar Register of Preeminent Lawyers?
    Rachel B.G. Sherman is listed in the Banking Law, Business Law, Commercial Litigation, Corporate Law, Real Estate Law, Trusts and Estates and Wills and Probate section of the Bar Register of Preeminent Lawyers.

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