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Sheryl G. Morrison

For over 30 years, Sheryl Morrison has focused her practice in the areas of estate and wealth planning, transfer tax strategies, business succession planning, estate and trust administration, and charitable giving and nonprofit organizations. She helps clients accomplish their objectives for management, protection, and preservation of their wealth through strategies that minimize taxes and promote effective family management of assets, including wills, revocable and irrevocable trusts, generation‑skipping planning, charitable trusts and corporations, and various grantor trusts (QPRTs, GRATs, IDGTs). She advises clients about the many issues affecting the operation of their trusts, estates, and businesses.

Sheryl’s practice also focuses on philanthropy through creating, qualification, and administration of nonprofit and tax-exempt entities, as well as counseling higher education institutions, health care organizations, and other charities about their charitable gift acquisition programs and administration practices.

Events

Presentations

  • Presenter, Qualified Plans and Testamentary Planned Gifts, CommunityGiving, June 24, 2021
  • Podcast Guest, Taking the Mystery (And Some of the Pain) Out of Working with Legal Counsel, A Legacy of Generosity - Leave a Legacy Minnesota, June 22, 2021
  • Presenter, Philanthropic Matchmaking: Applying the Best Strategies for Your Charitable Client, Minnesota State Bar Association's 2021 Probate & Trust Law Section Conference, June 7, 2021
  • Presenter, Understanding Charitable Giving Strategies in an Era of New Tax Rules, LeadingAge Minnesota 2020 Institute and Expo, February 5, 2020
  • Co-Presenter, Planning Your Legacy: Coordinating Business Succession and Charitable Planning, St. Paul and Minnesota Community Foundations, November 1, 2018
  • Presenter, Advanced Advancement Issues: Advising Institutions on Current Issues in the Gifting and Investment Ecosystem, NACUA Annual Conference, June 24, 2018
  • Presenter, IRA Trust Charitable Distributions: Uses, Tax Implications, How-to's, National Business Institute March 2, 2018
  • Presenter, A Gift for All Seasons: Matching Planned Giving Alternatives to Donor Objectives, Minnesota Planned Giving Council Annual Conference, November 15, 2017
  • Co-presenter, Unlocking the Power of Your Clients’ Philanthropy, Financial Planning Association of Minnesota, September 19, 2017
  • Co-presenter, Charitable Giving Alternatives: Donor Advised Funds, Comparing Private Foundations and Charitable Trusts, 43rd Annual Probate & Trust Law Section Conference, Minnesota State Bar Association, June 12, 2017
  • Presenter, Launching Your Planned Giving Program: Policies and Procedures for a Safe Launch, Minnesota State Colleges and Universities, June 7, 2017
  • Presenter, A Gift for All Seasons: Matching Planned Giving Alternatives to Donor Objectives, Minneapolis Chapter of Financial Services Professionals, May 4, 2017
  • Presenter, Estate Planning,” Lakewood Cemetery Association, April 29, 2017
  • Presenter, On the Menu – Charitable Alphabet Soup: Developing a Discerning Palate for CGAs, CRTs and CLTs, Mid-Iowa Planning Giving Council, February 28, 2017
  • Presenter, Donor Advised Funds vs. Private Foundations: Advising Your Clients and Donors, Red River Valley Estate Planning Council, January 11, 2017
  • Presenter, Corn, Cellos and Crude: Charitable Gifts of Unusual Assets, Minnesota Planned Giving Council Annual Conference, November 17, 2016
  • Presenter, Charitable Components of Estate Planning, 42nd Annual Probate and Trust Section Conference, Minnesota Bar Association, June 6, 2016
  • Presenter, Estate and Charitable Planning for Women, Health Partners/Regions Foundation Internal Seminar, April 19, 2016
  • Co-presenter, Corn, Cellos, and Crude: Charitable Gifts of Unusual Assets, American Council on Gift Annuities, April 7, 2016
  • Presenter, Estate and Legacy Planning Seminar, Minnesota Valley Universalist Church, February 21, 2016
  • Co-presenter, Stump the Experts, Minnesota Planned Giving Conference, November 18, 2015
  • May 21, 2015
  • May 12, 2015
  • February 20, 2015
  • February 1, 2015
  • November 4, 2014

Publications

Client Alerts and Blog Posts

Professional Affiliations

  • Minnesota Planned Giving Council, Board Member, 2010-2015 and 2017-present; Conference Planning Committee Chair, 2010-present
  • Minnesota Community Foundation/The Saint Paul Foundation Cornerstone Council, 2010-present
  • Minnesota State Bar Association, Probate & Trust Law section, Governing Council, 2012-2014; Legislation Committee, 2002-2010; Conference Planning Committee, 2006-present
  • American Bar Association, 1988-present
  • Minnesota State Bar Association, 1988-present
  • Hennepin County Bar Association, 1988-present
  • Minnesota Women Lawyers, 1988-present

Community Involvement

  • Orono Girl Scout Leader, 2007-2017
  • Orono Middle School Parents Association, Board Member, 2010-2013
  • Orono Thunder Soccer, Coach, 2003-2011
  • Orono Alliance for Education, Treasurer, 2002-2006, Secretary, 2006-2010
  • Orono Fastpitch Softball, Coach, 2005-2008
  • Plymouth City Council, Member, 1994

Honors

  • 2015-2016 Twin Cities Five Star Financial Services Professional
  • Fellow in Charitable Estate Planning, Charitable Estate Planning Institute
Photo of Sheryl G. Morrison
  • Minneapolis

    80 South Eighth Street
    500 IDS Center
    Minneapolis, MN 55402
  • St. Cloud

    1010 West Saint Germain
    Suite 500
    Saint Cloud, MN 56301
F: 612.632.4376

Assistant

Jackie Baker 
816.460.5743

Industries

Court Memberships

  • Minnesota

Education

University of Minnesota Law School, J.D., cum laude, 1988, ABA Moot Court, director, 1987-1988; Phi Kappa Phi

University of Minnesota, B.A., magna cum laude, 1985, English Literature and Philosophy, Martin B. Ruud Scholarship