Scott M. Sherman, Estate Planning Attorney in White Plains, New York
Over 48 years of legal practice · focused on Estate Planning, Formation, and Insurance · 5.0/5 rating from 1 verified client review
Of CounselatWalsh & Amicucci LLP
White Plains, NY
Practicing estate planning in White Plains since 1978.
- 48+
- Years practicing
- 5.0 ★
- 1 client review
- 2
- Bar admissions
Are you Scott M. Sherman?
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Quick answer
Scott M. Sherman is an of counsel based in White Plains, NY. The practice focuses on Estate Planning, Formation, and Insurance. Scott has over 48 years of legal experience. Currently practicing at Walsh & Amicucci LLP. Rated 5.0 out of 5 from 1 client review.
- Based in
- White Plains, NY
- Experience
- over 48 years
- Known for
- Estate Planning · Formation · Insurance
- Handles Estate Planning, Formation, and Insurance matters from White Plains, NY.
- Over 48 years of practice as a licensed attorney.
- Recognized with AV Preeminent.
About Scott M. Sherman: Scott M. Sherman is an of counsel based in White Plains, NY. The practice focuses on Estate Planning, Formation, and Insurance. Scott has over 48 years of legal experience. Currently practicing at Walsh & Amicucci LLP. Rated 5.0 out of 5 from 1 client review.
Areas of practice
Legal matters Scott takes on
Scott concentrates on estate planning, formation, insurance, probate, and real estate. Each area below outlines the kind of case Scott handles, typical outcomes to expect, and how the intake process starts.
Estate Planning
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Formation
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Insurance
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Probate
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Real Estate
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Tax
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Trusts
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Wills
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Estate Planning cases in White Plains, New York
Scott takes estate planning matters in White Plains, New York. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Scott agrees to represent you.
Formation cases in White Plains, New York
Scott takes formation matters in White Plains, New York. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Scott agrees to represent you.
Insurance cases in White Plains, New York
Scott takes insurance matters in White Plains, New York. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Scott agrees to represent you.
Probate cases in White Plains, New York
Scott takes probate matters in White Plains, New York. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Scott agrees to represent you.
Real Estate cases in White Plains, New York
Scott takes real estate matters in White Plains, New York. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Scott agrees to represent you.
Biography
Meet Scott M. Sherman — estate planning lawyer in White Plains
Scott M. Sherman is an of counsel based in White Plains, NY. The practice focuses on Estate Planning, Formation, and Insurance. Scott has over 48 years of legal experience. Currently practicing at Walsh & Amicucci LLP. Rated 5.0 out of 5 from 1 client review.
Scott brings new ideas to estate planning, often for clients who already have an estate plan in place. Many of his clients are elderly or dying (or the children of elderly parents) so the focus is on generation-skipping tax planning; achieving a basis stepup at death; avoiding probate where appropriate; and using discounts to minimize estate tax.
Scott also has considerable experience planning for pension/IRA death benefits. For example, using those benefits to fund trusts while still achieving a slow, tax-deferred payout of the benefits, or as another example, using the benefits to satisfy charitable bequests without interfering with the payout of the rest of the benefits.
Scott has worked on numerous estate plans and estates involving non-citizen spouses, including severing joint assets under the special gift tax rules that apply.
For families with substantial real estate holdings, Scott has been a pioneer in using a single trust to hold life insurance and to serve as an “intentionally defective grantor trust” purchasing assets at a discounted value. For more typical suburban families, Scott often can complete the estate plan in two meetings: one meeting to review the family situation and the ownership of the assets, explain the appropriate plan, and a second meeting (after drafts have been sent to the clients for review) to execute the documents.
Scott's approach to estate planning cases
Scott brings new ideas to estate planning, often for clients who already have an estate plan in place. Many of his clients are elderly or dying (or the children of elderly parents) so the focus is on generation-skipping tax planning; achieving a basis stepup at death; avoiding probate where appropriate; and using discounts to minimize estate tax. Scott also has considerable experience planning…
Clients Scott works with
Scott reviews new inquiries case-by-case for estate planning, formation, and insurance matters in White Plains and the surrounding New York area.
Credentials
Education, bar admissions, and languages
American University Law School
J.D. · 1977
Yale University
B.A. Political · 1972
Jurisdictions
Scott's state bar admissions
U.S. Tax Court
1981 · ACTIVE
New York
1978 · ACTIVE
Scott studied at J.D. in American University Law School and B.A. Political in Yale University.
Law school and academic background
Scott completed J.D. in American University Law School and B.A. Political in Yale University. Formal legal training is one signal of substantive knowledge — the day-to-day practice Scott runs in New York is where that training gets applied to real client questions.
Recognition
Recognition and thought leadership
Scott has received 1 formal recognition from bar associations, industry bodies, and peer-review services.
AV Preeminent
Legal awards and honors
AV Preeminent.
Affiliations
Scott's professional memberships and bar associations
Westchester County Bar Association
Chairman: Section of Taxation, 1994-1996 Trust and Estate Section, 2007—) Hudson Valley Estate Planning Council (President, 1996-1997) Westchester Women's Bar Association (Member, Judicial Screening Committee, 1992-1995 · membership
Locations
Scott M. Sherman's office in White Plains
Scott's primary office is at 1133 Westchester Avenue, Suite S321, White Plains, NY, 10604. In-person meetings are by appointment; a phone intake usually comes first.
Walsh & Amicucci LLP
1133 Westchester Avenue, Suite S321
White Plains, NY 10604
Open in Google MapsClient feedback
Client reviews of Scott M. Sherman — 5.0/5 rating from 1 verified client review
Every review below is from a verified client of Scott. Reviews cover communication, case outcome, and value — the three signals that matter most when comparing estate planning attorneys in White Plains.
5.0
1 client review
Client ratings are sourced from public records and editorial research. Reviews on LawyersListed are accepted from verified clients once Scott M. Sherman claims this profile.
Read all reviewsHiring guide
How to hire Scott M. Sherman — what to expect in your first consultation
Working with a new estate planning attorney should feel structured. Here's how the first two conversations with Scott usually go, from the moment you request a consult to the day representation begins.
Consultation formats and pricing
Scott charges for the initial consult. That fee is credited toward representation if you retain Scott's office.
What to bring to your first meeting
Bring any documents you already have — police reports, medical records, filed pleadings, correspondence from an insurer, a copy of the contract at issue. If you're not sure, err on the side of bringing everything; Scott will tell you what matters and what doesn't.
Questions to ask a estate planning attorney in White Plains, New York
A short list to run through before you commit: How many estate planning matters have you handled in the last year? What's your fee structure? Who else in the office will work on this? What's your realistic estimate of timeline and range of outcomes? How do I reach you between meetings?
Fees & payment
Fees, payment methods, and consultation options for Scott
Scott discusses fees during intake so the arrangement fits the matter. Contingency, hourly, and flat-fee options are all common in estate planning practice — ask which fits.
Hourly rates, contingency fees, and flat-fee options
Every estate planning matter is priced differently. Simple document review might be a flat fee. Injury litigation is often contingency. Complex commercial disputes usually run hourly with a retainer. Scott confirms the model in the engagement letter before any work starts.
Payment methods and payment plans
Scott's office accepts standard payment methods. Ask about payment plans if the retainer is a stretch — many estate planning practices work with clients on structured schedules.
Frequently asked
Frequently asked questions about Scott M. Sherman
How much does it cost to hire Scott for a estate planning case?
Cost depends on the type of matter, the fee model (contingency, flat, hourly), and how contested the case becomes. Scott walks through the likely range during the consult so there are no surprises.
Does Scott offer a free consultation?
Scott charges for the initial consult; that fee is credited toward representation if you retain Scott's office. Some estate planning attorneys offer free consults — check Scott's current terms during booking.
How long do estate planning cases in New York typically take?
Simple estate planning matters can wrap in a few weeks; disputed cases can run 6–18 months from intake to resolution, longer if the matter goes to trial. Scott gives a realistic estimate for your facts at the consult — vague answers here are a red flag.
Can Scott take my case if I'm outside White Plains?
Scott is licensed in New York. Matters governed by New York law are the natural fit. Out-of-state matters are handled case-by-case, sometimes with local co-counsel. Ask during intake — Scott will tell you if the case is a fit or refer you to someone closer to your court.
What should I bring to my first meeting with Scott?
Bring every document that touches the dispute: contracts, correspondence, police or medical reports, filed pleadings, invoices, photographs, insurance letters. Also bring a written timeline of what happened, in your own words. Scott will filter what matters — over-preparing at intake is always cheaper than needing a second meeting.
Is Scott accepting new estate planning clients right now?
Scott's intake status shifts week to week. Submit the form; the office will confirm availability or refer the matter out.
Areas served
Estate Planning attorneys serving White Plains and Albany in New York
Scott handles estate planning matters throughout New York. Each city below is a direct link into the search page for verified estate planning attorneys in that community.
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