Cheryl is a Member in the firm’s Wealth Preservation Group. She represents individuals and families, business owners, healthcare facilities, corporate executives, foundations and other non-profit entities in matters relating to estate planning, asset protection, and elder law, including asset transfer strategies. Her practice includes advising LGBT clients on estate and family planning matters, including second parent adoption proceedings.
The scope of Cheryl’s practice includes the preparation of estate planning and trust documents, powers of attorney and health care directives, estate and trust administration, asset protection planning, and certain family law matters, including negotiation and drafting of prenuptial and postnuptial agreements, guardianship proceedings, and second parent adoptions. In addition, Cheryl advises families on elder law issues, particularly planning for the costs of long term care and Medical Assistance (“Medicaid”). Cheryl also advises on charitable tax matters such as structuring complex charitable gifts, preparing charitable remainder trusts and charitable lead trusts, and forming and administering non-profits and 501(c)(3) charities.
Cheryl is an adjunct professor in the graduate tax program at the University of Baltimore School of Law, and has been recognized as a “Rising Star” by SuperLawyers Magazine for 2016-2018.
Prior to joining PK Law, Cheryl was a paralegal and law firm administrator for nearly twenty years, working extensively in the fields of estate and charitable tax planning and providing family-office services to high-net worth individuals and their families.
Ms. Jones is available to present on estate planning topics. Inquiries can be directed to firstname.lastname@example.org.