Sherri McGirt, a native of Charlotte, NC, counsels clients in estate and wealth management planning, estate and fiduciary tax planning and estate and trust administration with a focus on planning for estate succession, protecting estate assets, reducing estate taxes and preserving family harmony. She is also a Certified Public Accountant (CPA).
She works with closely held entities in areas including business planning and succession management.
She has experience in numerous estate and trust administration matters – examples of which include fiduciary tax planning, will contests and family settlement agreements, valuation issues, charitable planning, and extended trusts – and represents beneficiaries, personal representatives and trustees. Having prior experience with the IRS as an estate and gift tax attorney and at Touche Ross & Co. (now Deloitte) as a tax supervisor, Sherri represents clients before the Internal Revenue Service.