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Sheryl L. Brantley Latham
About Sheryl
Biography
I help wealthy individuals and families preserve, protect and transfer their wealth, with a focus on minimizing income, estate, gift, generation-skipping and other transfer taxes, utilizing a variety of wills, trusts, limited liability entities and proven leveraged strategies. This also includes charitable gift planning.
I especially enjoy getting to know my clients, learning about their families, their interests and hearing about their successes and helping them through difficult times when losing a loved one.
I also advise fiduciaries about their obligations and duties.
I create and advise nonprofits.
Marital Property: I work with clients to minimize marital property disputes and to provide creditor protection through the use of marital agreements and by structuring assets and accounts to maintain the integrity of separate property.
Practice Areas
2
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Texas for 47 years
State: Texas
Acquired: 1978
No misconduct found
Licensed in District of Columbia for 45 years
State: District of Columbia
Acquired: 1980
No misconduct found
Location
Hallett & Perrin PC
1445 Ross Ave Ste 2400, Dallas, TX, 75202-2751
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Experience
Honors
2015
AV Preeminent Rated, Martindale-Hubbell
2014
AV Preeminent Rated, Martindale-Hubbell
2013
AV Preeminent Rated, Martindale-Hubbell
2012
AV Preeminent Rated, Martindale-Hubbell
2011
AV Preeminent Rated, Martindale-Hubbell
2010
AV Preeminent Rated, Martindale-Hubbell
2009
AV Preeminent Rated, Martindale-Hubbell
2008
AV Preeminent Rated, Martindale-Hubbell
2007
AV Preeminent Rated, Martindale-Hubbell
2005
Super Lawyer, Super Lawyers
2004
Super Lawyer, Super Lawyers
2003
Excellence in Writing, Best Cutting Edge Article/Probate & Trust, American Bar Association, Real Property, Probate & Trust Section
2003
Super Lawyer, Super Lawyers
1997
Special Recognition Award, Dallas Bar Association
Work Experience
2009 - Present
Of Counsel, Hallett & Perrin, P.C.
2007 - 2008
Planning Director, Citigroup, Smith Barney
2002 - 2006
Regional Manager, Wells Fargo Private Bank
1996 - 2002
Shareholder, Winstead Sechrest & Minick, P.C.
Associations
2003 - Present
Perot Museum of Nature and ScienceAdvisory Council; Planned Giving Task Force
2003 - Present
Texas Ballet TheaterExecutive Committee, Board of Governors, Council of Patrons
1985 - Present
Dallas Bar AssociationPast Chair, Probate, Trusts and Estates Section (1996-1997)
1985 - Present
Dallas Estate Planning CouncilBoard of Directors (2010-2012)
1983 - Present
American Bar AssociationReal Property, Probate & Trust Law Section
1978 - Present
American Bar AssociationTax Section
The Dallas Foundation
Advisory Council Member
U.T. Southwestern Medical Foundation
Estate Planning Council
Education
1978
University of Houston Law Center
Doctor of Jurisprudence/Juris Doctor (J.D.)
N/A
The University of Texas At Austin
Speaking Engagements
2002
Estate Planning and Probate: Advanced Estate Planning and Probate
The Inheritance Trust: Upstream Multigenerational Planning
2002
American Bar Association
The Inheritance Trust
1999
UPS Retirement Workshop
Estate Planning Strategies
1999
Advanced Personal Trust School
The Basics of Generation-Skipping Transfer Tax
1999
Advanced Personal Trust School
Managing QTIP and Marital Deduction Property
Publications
2003
Probate and Property magazine (ABA)
The Inheritance Trust: Upstream Multigenerational Planning
1998
Texas Lawyer
A GRATifying Estate Planning Technique
Languages
Spanish