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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.

Court Memberships

  • Minnesota

Honors

  • 2015-2016 Twin Cities Five Star Financial Services Professional
  • Fellow in Charitable Estate Planning, Charitable Estate Planning Institute

Events

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

Presentations

  • Presenter, Understanding Charitable Giving Strategies in an Era of New Tax Rules, LeadingAge Minnesota 2020 Institute and Expo, February 5, 2020

Legal alerts

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

Lisa Miller
612.632.3229
Email

Industries

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