The Differences Between Inter-Vivos and Testamentary Trusts
The two main types of trusts and which is best suited to your circumstances.
Cheryl has extensive experience working with business owners and individuals on minimizing taxes, with a focus on succession planning. With a thoughtful approach, Cheryl helps clients explore their long-term goals and plan accordingly. Leveraging Cheryl’s expertise in this area, the goal is to implement plans that achieve the wishes of the client and provide for tax-efficient transitions. Cheryl’s passion for working with corporations and individuals has allowed her to become a trusted business advisor. She has worked with clients not only in the Western New York region but also throughout the country. The breadth of this experience has allowed her to collaborate with other professional advisors to ensure that plans are flexible and innovative in the ever-changing world in which we live. Cheryl started her career with the Firm in 1991 and rejoined in 2019 adding additional strength to the tremendous talent of the Lumsden McCormick tax team.
University of New York at Buffalo, Bachelor of Science, Accounting and Finance
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Financial Planning Counselors of Western New York, former President
Estate Analysts of Western New York, Member, former President
Western New York Planned Giving Consortium, Treasurer
Harvest House Ministries, Board Chair
WNY Women's Foundation, Planning Giving Committee
Community Foundation for Greater Buffalo, Board Member
East Hill Foundation, Treasurer