Alison Schrag | Legal Advisor On Estates

Alison Schrag is a Sherman Atlas Sylvester & Stamelman LLP law partner who focuses her practice on trusts and estates planning and administration. She works closely with clients to help them prepare estate plans that reflect their financial goals and values. Her work includes developing wills, trusts, and tax strategies to preserve wealth and simplify estate administration. She aims to guide clients through complex decisions with understanding and care, helping them secure peace of mind for the future.

1. Alison Schrag: Legal Advisor On
Estates



Alison Schrag is a Sherman Atlas Sylvester & Stamelman LLP law partner focusing on trusts
and estates planning and administration. She dedicates her work to assisting clients with
organizing their financial affairs, preparing for the future, and ensuring the proper transfer of
wealth. Her practice includes guiding families through estate administration and helping them understand the legal responsibilities of managing assets. She is known for her thoughtful
approach to sensitive financial and personal matters.

3. Alison has nearly two decades of experience in the legal field and is admitted to practice law in
New York and New Jersey. She began her professional journey as a litigation associate at Hahn
& Hessen LLP, representing financial institutions and trustees in fiduciary and commercial
disputes. That experience provided her with a strong foundation in handling complex legal
issues. Before joining her current firm, she served as a partner at a boutique trusts and estates
practice in New York City, gaining further expertise in estate planning and administration.

5. Schrag advises individuals and families on wealth transfer planning, estate administration, and
long-term financial preservation. She takes time to understand each client’s situation and goals,
creating estate plans that reflect their needs while reducing tax exposure and potential disputes.
Her work often includes preparing wills, trusts, and powers of attorney to protect clients’
interests and ensure their wishes are carried out correctly. She values clarity, transparency, and
consistent communication with every client she assists.

7. Alison Schrag works with clients who face complex estate planning challenges such as
business succession, charitable giving, and multi-generational wealth preservation. Her clients
include business owners, first-generation entrepreneurs, and individuals with philanthropic
goals. She recognizes that each family has priorities and helps design legal strategies that meet
practical and emotional needs. By combining legal insight with a clear understanding of family
dynamics, she helps clients develop plans that bring peace of mind and stability for the future.

10. Alison also represents clients in Surrogate’s Court, handling proceedings related to probate,
estate administration, contested accountings, and kinship determinations. She supports
executors, trustees, and beneficiaries in resolving disputes and protecting their rights. Her
experience allows her to manage complex situations involving competing claims or unclear
relationships with professionalism and care. She approaches each case patiently and precisely,
ensuring that her clients’ interests are represented fairly and effectively in the courtroom.

12. Schrag shares her knowledge with others by speaking to wealth advisory firms and clients about
estate and tax planning topics. Her presentations often cover essential subjects such as wills,
trusts, succession planning, tax considerations, and fiduciary responsibilities. She
straightforwardly explains legal concepts, helping audiences understand how careful planning
can benefit their families and future generations. She aims to simplify complex legal matters for
individuals and professionals seeking guidance.

14. Alison earned her Bachelor of Arts degree with honors from Colgate University and her Juris
Doctor from Brooklyn Law School. During law school, she served as an editor of the Brooklyn
Law Review and was an active Moot Court Honor Society member. Her academic achievements
reflect her dedication to learning and professional excellence. These experiences helped shape
her practical understanding of legal principles and commitment to ethical practice.

16. Alison Schrag is also engaged in charitable activities and community service. She has
volunteered her time to causes that provide support and resources to needy individuals,
including local food pantries and clothing drives. She believes in giving back to the community
as an essential part of personal and professional life. Outside work, she enjoys spending time
with her family, traveling, running, and exploring the outdoors. She lives in New York City with
her husband and two sons.

29. More Photographies from Alison Schrag:

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stice-in-her-professional-practice-1024x536.jpg

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her-local-community-1024x536.jpg

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