Sheri Warsh Email & Phone Number

As a partner in Levenfeld Pearlstein’s Trust & Estates Group, I concentrate my practice in estate, gift and income tax planning and business succession planning matters. Often, my work involves many moving pieces, which can add a level of complexity to situations that may already be emotionally difficult for clients. In light of that, I recognize that technical knowledge is only the beginning of effective and meaningful representation. My experience helps guide clients through complex legal considerations, and my approach adds a heightened level of sensitivity and understanding.I work with many high net worth clients on all aspects of wealth preservation and planning. Whether I am working with individuals, families, or major institutional clients, I pay close attention to the unique values and goals of my clients and structure a strategic plan to meet those goals. I also have significant experience in the administration of estates, trusts, disabled persons and minors. I am the past chair of the women’s group at Levenfeld Pearlstein (LPW). LPW was created to support the unique needs of the women at LP. I encourage and inspire the women at the firm to consider diverse perspectives to ultimately enhance LP’s ability to deliver creative solutions to clients.Outside the office, I am an active member of the community, having served on the board of directors of the Make-a-Wish Foundation for 5 years. As part of the Make-A-Wish board, I help to cultivate relationships, protect the organization's assets, and enhance its public standing. Please do not hesitate to connect.