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Lawrence J. Scherer - Born May 16, 1961, Queens, New York
B.S. - Business-Economics (dual major); Accounting (minor) - State
University of New York at Oneonta, Oneonta, New York (1983)
CPA - New York State Board of Regents, (1985)
J.D. - Brooklyn Law School, Brooklyn, New York (1989)
LL.M. - Masters of Tax Law - New York University School of Law,
Graduate Law Division, New York, New York (1991)
Admitted to Practice:
State of New Jersey, 1989, and State of New York, 1990
New York State Bar Association - Trusts and Estates Law Section;
American Bar Association - Tax Law Section and Real Property, Probate and Trust Law Section
Nassau County Bar Association - Trusts and Estates Law Section
Guest Speaker for Various Stockbroker & Insurance Network Groups. - Lectured with Regard to Charitable Giving, Estate Planning, Supplemental Needs Trusts, Insurance Trusts and both Domestic and Foreign Tax Aspects of Business Succession Planning, as well as Limited Liability Companies (LLCs & LLPs), Professional Corporations and Family Limited Partnerships.
Television & Newspaper Interviews and Publications:
Has appeared on News 12 (Cablevision) and has been a source for news articles on tax law and estates matters for many local and regional newspapers, including Bloomberg News Services, New York Newsday and more than twenty others. Published numerous articles on Estate & Gift, Domestic and International tax issues.
Member of the Board of Directors, Tax Counsel and Manager of Planned Givings for The Alexander H. Steinkoler Foundation for Pancreatic Cancer Research.
Mr. Scherer has previously practiced as a Senior Tax Specialist for KPMG Peat Marwick in their International Tax Department. In addition, he has served on various public sector endeavors including the Nassau County Surrogate's Court and the District Counsel Office of the Internal Revenue Service. He is familiar with domestic, international and cross-border sales agreements, commercial and residential real estate, commercial distribution and internet-based business agreements, mergers and acquisitions, and business and estate succession planning.
Member of the Memorial Sloan Kettering Cancer Center’s National Trust and Estate Association. Membership is awarded based on participation in philanthropic activities.
Lecturer Award of Merit - Nassau Academy of Law, Nassau Bar Association, Mineola, New York.
|NJ||License Administratively Revoked||1989||04/11/2019|
|Award name||Grantor||Date granted|
|Lecturer of Merit||Nassau Academy of Law||1999|
|Partner||Scherer & Associates, PLLC||2001 - Present|
|Senior Attorney||Berkman, Henoch, Peterson & Peddy, PC||1996 - 2001|
|Senior Attorney||Ettelman & Hocheiser, PC||1994 - 1996|
|Associate||Law Office of Gilbert Levine||1992 - 1993|
|Senior Tax Consultant||Kpmg Peat Marwick||1989 - 1992|
|Intern||Irs Chief Counsel's Office||1987 - 1988|
|Law Clerk||Mudge Rose Guthrie Alexander & Ferdon||1986 - 1987|
|CPA||Marks Shron & Company||1984 - 1986|
|Association name||Position name||Duration|
|United States Tax Court||Member||2017 - Present|
|New York State Bar Association||Member||2000 - Present|
|National Trust and Estate||Member||1999 - Present|
|Nassau County Bar Association||Member||1996 - Present|
|American Bar Association||Member||N/A|
|Private||Supplemental Needs Trusts in New York State||2014|
|Broker World||Charitable Remainder Trusts||1996|
|Unknown||Do I Need a Will or Trust?||N/A|
|Unknown||Estate Planning Overview||N/A|
|Unknown||What Do These Papers Do?||N/A|
|Unknown||The Supplemental Needs Trust||N/A|
|Unknown||Moving Out of New York State - Tax Issues||N/A|
|New York University||LL.M - Master of Laws||2001|
|Brooklyn Law School||JD - Juris Doctor||1989|
|NYS Board of Regents||CPA||1985|
|State University College at Oneonta||BS - Bachelor of Science||1983|
|Sophisticated Estate Planning||Use of Irrevocable Life Trusts||2018|
|What to do when the IRS comes calling||What to do when the IRS comes calling||2017|
|Business Killers||Business Killers||2017|
|Shareholder Agreements & 5 Provisions||Shareholder Agreements & 5 Provisions||2016|
|National Association of Insurance and Financial Advisors||Estate Planning||2016|
|Protecting assets held by the elderly.||Medicaid Planning and Asset Protection||2015|
|National Association of Insurance and Financial Advisors||Insurance Trusts and both Domestic and Foreign Tax Aspects of Business Succession Planning||2015|
|National Association of Insurance and Financial Advisors||Supplemental Needs Trusts||2015|
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