Sideman & Bancroft is pleased to welcome David Cherman to the Estate Planning & Administration Group.
David brings extensive experience in supporting high-net-worth individuals, multi-generational families, trusts, and business entities with their wealth and premarital planning needs. He specializes in delivering tax-efficient solutions tailored to each client’s unique goals, ensuring generational harmony throughout major life changes.
With a focus on minimizing income and estate tax consequences, David reviews and adapts existing tax and estate planning strategies to balance family and business dynamics. In probate, trust, and estate administration matters, he facilitates smooth outcomes through intra-family dispute resolution and asset distributions.
Before joining Sideman & Bancroft, David served as an estate planning associate in New York City. He has also represented high-net-worth individuals, charitable entities, and businesses in tax controversy matters involving New York State and the IRS.
About the Estate Planning & Administration Group at Sideman & Bancroft
The Estate Planning and Administration Group at Sideman & Bancroft assists clients in preserving wealth and minimizing tax exposure related to gifts, estates, and trusts. We represent individuals, spouses, domestic partners, and families in developing and implementing comprehensive estate plans. Our team, with over a century of collective legal experience, includes partner-level attorneys at various career stages, ensuring a consistent and trusted advocate for families across generations.
Our attorneys provide tailored solutions for family wealth planning and tax planning, using the latest estate planning techniques. We create clear and coherent estate plans, facilitate tax-efficient gifts to family members, protect assets from creditors, manage estate taxes, and support clients’ charitable intentions. We are dedicated to providing thoughtful and comprehensive solutions to the complex issues associated with significant wealth.
