Areas of Focus
Estate Planning and AdministrationBiography
David Cherman supports high-net-worth individuals, multi-generational families, trusts, and business entities in their wealth planning and premarital planning goals. He focuses on providing tax-efficient solutions throughout major life changes that are designed to meet each client’s unique objectives and maintain generational harmony.
Guided by each client’s short and long-term goals, David seeks to alleviate uncertainty with clear-cut, flexible plans and frequent communication. With a highly accessible and responsive approach, he ensures clients remain in comfortable and confident control of their estate plan and works productively with other advisors and investment managers to maximize consistency and transparency.
David reviews and adapts existing tax and estate planning strategies with a focus on minimizing income and estate tax consequences while balancing family and business dynamics. In probate, trust, and estate administration matters, he facilitates smooth and streamlined outcomes through intra-family dispute resolution and asset distributions.
Prior to joining Sideman & Bancroft, David worked as an estate planning associate with Davis+Gilbert LLP in New York City. He has also previously represented high-net-worth individuals, charitable entities, and businesses in tax controversy matters involving New York State and the Internal Revenue Service.
Education
- New York University School of Law Masters of Law, 2019
- Cardozo School of Law JD, 2018
- Adelphi University B.B.A., 2015
Biography
David Cherman supports high-net-worth individuals, multi-generational families, trusts, and business entities in their wealth planning and premarital planning goals. He focuses on providing tax-efficient solutions throughout major life changes that are designed to meet each client’s unique objectives and maintain generational harmony.
Guided by each client’s short and long-term goals, David seeks to alleviate uncertainty with clear-cut, flexible plans and frequent communication. With a highly accessible and responsive approach, he ensures clients remain in comfortable and confident control of their estate plan and works productively with other advisors and investment managers to maximize consistency and transparency.
David reviews and adapts existing tax and estate planning strategies with a focus on minimizing income and estate tax consequences while balancing family and business dynamics. In probate, trust, and estate administration matters, he facilitates smooth and streamlined outcomes through intra-family dispute resolution and asset distributions.
Prior to joining Sideman & Bancroft, David worked as an estate planning associate with Davis+Gilbert LLP in New York City. He has also previously represented high-net-worth individuals, charitable entities, and businesses in tax controversy matters involving New York State and the Internal Revenue Service.