Bass, Doherty & Finks, PC
Cheryl’s practice focuses on the many different aspects of estate planning, including wealth preservation for multigenerational families, taxation, probate administration, closely held business planning and elder law. She is experienced in drafting a full range of estate planning structures from the essential core documents, such as wills, health care proxies and durable powers of attorney, to complex documents for affluent individuals, families and small business owners, including various types of revocable and irrevocable trusts, buy/sell agreements, family limited liability company documents, prenuptial agreements and private foundations. She frequently assists families with implementing sophisticated estate planning techniques to minimize the impact of estate, gift and generation skipping taxes, such as installment sales to intentionally defective grantor trusts, grantor retained annuity trusts, structured gifting plans, qualified personal residence trusts, dynasty trusts, charitable trusts, business succession plans and life insurance planning. As part of her estate and probate administration practice, Cheryl has represented fiduciaries in the administration of substantial estates, including preparation of estate tax returns for estates with complex valuation and estate tax issues. Cheryl has also represented elderly and disabled clients and their families in guardianship matters, in implementing supplemental needs trusts and special needs trusts, in maximizing the availability of benefits such as Medicaid while preserving family assets, in the preparation and filing of Medicaid applications, and has successfully appealed denied Medicaid applications before the Medicaid Board of Hearings.Cheryl received her J.D. from Suffolk University Law School in 2000, cum laude and her B.A. from Boston University in 1995. She is admitted to practice law in Massachusetts and New Hampshire, and is a member of the Massachusetts Bar Association, the New Hampshire Bar Association, the National Academy of Elder Law Attorneys and the Boston Estate Planning Council.