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Sheryl G. Morrison

For almost 35 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 (e.g. QPRTs, GRATs, IDGTs, SLATs). She advises clients about the many issues affecting the operation of their trusts, estates, and businesses.

Sheryl’s practice also focuses on philanthropy through creation, qualification, and administration of nonprofit and tax-exempt entities. She also counsels 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
  • Presenter, “Charitable Remainder Trusts,” National Business Institute, webcast presentation, May 21, 2015
  • Presenter, “Did You Know? Types of Gifts and Tax Benefits,” The Salvation Army, February 20, 2015
  • Presenter, “Legal and Tax Developments Affecting Charitable Giving,” Plymouth Congregational Church," February 1, 2015
  • Co-presenter, “Ambidextrous Gift Policies: Getting the Right and Left Hands to Work Together,” 2014 Minnesota Planned Giving Conference, Minnesota Planned Giving Council, November 4, 2014
  • Presenter, "Estate Planning 101," Girls Scouts River Valley Lakamaga Conference, August 16, 2014
  • Presenter, "Minnesota's Estate and Gift Tax - A Season of Change," Minnesota Orchestra Estate Seminar, July 10, 2014
  • Co-Presenter, "Tea? With or Without Sugar? Federal and State Legal and Tax Developments," Minnesota Planned Giving Council Breakfast Meeting and Education Program, January 14, 2014
  • Co-presenter, "What's Up Doc? A Diagnosis of Recent Federal and State Legal and Tax Developments," 37th Annual Minnesota Planned Giving Conference, Minnesota Planned Giving Council, September 26, 2013
  • Co-presenter, "A Gift for All Donors: Advising Philanthropic Clients About Charitable Giving Strategies," 39th Annual Probate & Trust Law Section Conference, Minnesota State Bar Association, June 10-11, 2013
  • Presenter, "Planned Gifts in an Uncertain Economy," MPGC January Program, Breakfast Panel Discussion Minnesota Planned Giving Council, January 8, 2013
  • Co-presenter, "THE GLASS SLIPPER: When is a Planned Gift the Right Gift?," 36th Annual Minnesota Planned Giving Conference, Minnesota Planned Giving Council, November 8, 2012
  • Co-presenter, "Having Your Cake and ... What Are Life Income Gifts and What Makes Them Attractive?," 36th Annual Minnesota Planned Giving Conference, Minnesota Planned Giving Council, November 8, 2012
  • Presenter, "What I Wish I Knew: "Must Know" Charitable Concepts for Attorneys and Other Advisors," 38th Annual Probate & Trust Law Section Conference, Minnesota State Bar Association, June 2012
  • Presenter, "A Match Made in Heaven: Gifts That Will Make Your Donor Fall Hook, Line, and Sinker," Association of Lutheran Development Executives Conference, February 7, 2012
  • Presenter, "Moving Forward - What's Working in Gift Planning and With Allied Professionals," Association of Lutheran Development Executives Conference, February 6, 2012
  • Presenter, "Something Old, Something New, Something Borrowed...A Legal and Legislative Update During the Debt Crisis and Other Man-Made Disasters," 35th Annual Minnesota Planned Giving Conference, November 1-2, 2011

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