Lance Sherry, Jd, Cfp® Email and Phone Number

Provide comprehensive Cashflow Planning, Portfolio Construction, and Estate Planning reviews to help clients accomplish their long-term goals and objectives.

Prepared and delivered comprehensive Wealth Plans determining clients' goals and objectives by reviewing multiple other areas of their financial life. These areas include estate planning, business succession, tax planning, compensation and employer-provided benefits, risk management, and retirement cash flow. Work with these clients to implement the recommendations that result from the Wealth Plan.

Produced cash flow analyses, estate plan flowcharts and summaries, and estate planning solutions to facilitate the delivery of comprehensive wealth planning services for clients.Focus of wealth strategies included income and estate tax planning, foundational and advanced estate planning techniques, business succession strategies, and charitable gifting strategies.

Represented local governments, commercial entities, and not-for-profit organizations and advised municipalities on applicable laws, including the Freedom of Information Act, the Open Meetings Act, and the Township Code. Practiced in the area of complex civil litigation, including personal injury and malpractice defense.

Represented individuals, businesses, and municipalities in Federal and State Court in both civil and criminal proceedings as well as representing clients in personal and transactional matters.Experience in all phases of litigation, including motion practice, discovery, hearings, trial, post-trial briefing, and appealsDrafted Amicus Brief advocating the retention of the Public Duty Rule in Coleman v. East Joliet Fire Protection DistrictDrafted Shareholder’s Agreement and Stock Purchase Agreements for President and Managing Partner of IT Consulting Firm

Provided contribution and drafted litigation documents, including: answers and complaints, demand letters, interrogatories, pre- and post-trial motions, and subpoenas.

Researched and analyzed legal matters and motions.Observed and discussed status hearings, motion proceedings, and settlement conferences.

Provided up-to-date Illinois caselaw for Illinois Criminal Procedure, 5th Edition

Researched 10 Federal Appellate Court Judges’ use of the term “holding”