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Joel B. Sherman headshot
300 TradeCenter
Suite 7000
Woburn, MA 01801
Tel: 781 904 2699

Joel B. Sherman

Senior Counsel, Trusts & Estates Department

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Biography

Estate and business planning and the administration of estates and trusts is the focus of Joel Sherman's practice. He counsels family-owned businesses, their principals and families on a variety of corporate and personal issues, including the transfer of business interests from one generation to the next, estate and succession planning, charitable planning, including the negotiation of major gifts with charitable institutions, and personal and family matters. 

Mr. Sherman also acts as Trustee and Co-Trustee of trusts created for the benefit of clients and their beneficiaries.

Joel received his J.D. from New York University School of Law and his A.B. from Bowdoin College. Most recently, he was a Director of the Boston law firm of Goulston & Storrs.

Areas of Focus
  • Asset Protection and Wealth Preservation
  • Estate Planning and Trust and Estate Administration
  • Probate Litigation
  • Taxation

Admissions

  • Massachusetts
  • United States Tax Court

Recognition

  • Martindale Hubbell Peer Review Rated AV Preeminent
  • Massachusetts Super Lawyer
  • Judge Learned Hand Human Relations Award, American Jewish Committee
  • Circle of Excellence Award, Combined Jewish Philanthropies Lawyers' Team

Involvement

  • Member, Greater Boston Fiduciary Law American Inn of Court
  • Boston Estate Planning Council
  • Attorneys for Family Held Enterprises (AFHE)
  • Family Firm Institute (FFI)
  • Fellow and Past Trustee, Boston Bar Foundation
  • Director and Executive Committee, Boston Children's Chorus
  • Class Agent, Bowdoin College
  • Past Chair of the Board and Campaign Chair, Combined Jewish Philanthropies of Greater Boston, Inc.
  • Trustee for Life, Hebrew Senior Life and Temple Emanuel of Newton, MA
  • Past Vice President and Life Trustee, The Rivers School, Weston, MA
  • Past President, Jewish Family & Children's Service
  • Past Vice Chair, Board of Overseers, and currently Overseer Emeritus, Beth Israel Deaconess Medical Center

Articles & Presentations

Our lawyers are sought after thought leaders across their industries, and recipients of leadership awards throughout the region.

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Practice Areas

The strengths of our practice groups and the industries we serve make McLane Middleton one of the most diverse law firms in New England.

Integrity and trust

At McLane Middleton we establish and maintain long-standing relationships with our clients to help us better achieve their unique goals over time. This approach to building trust requires that our esteemed lawyers and professionals use their broad, in-depth knowledge and work together with integrity to ascertain sound resolutions to legal matters for their clients.

Strength in numbers

McLane Middleton is made up of more than 90 attorneys who represent a broad range of clients throughout the region, delivering customized solutions. As a firm we are recognized as having the highest legal ability rating. The firm is rated Preeminent by Martindale Hubbell and is recognized as one of the nation's leading law firms in Chambers USA. Our attorneys are distinguished leaders in their respective practice areas.

Meet Our People

Commitment and collaboration

McLane Middleton's versatile group of attorneys and paralegals become trusted authorities on each case through collaboration. We work with our clients to learn their individual needs first and foremost and, together, we develop comprehensive solutions to their specific legal matters. This approach helps us exceed our clients' expectations efficiently and effectively, client by client, case by case.

Practice Areas

A history of excellence

McLane Middleton was established in 1919 in New Hampshire, and has five offices across two states. However, deep historical roots don't allow you to become innate. Our firm is organized, technological, and knowledgeable. Our history means we are recognized. But our reputation is built on the highest quality of service and experience in very specific areas of law.

The Firm

Intelligence paired with action

Our team continuously seeks opportunities to enhance their professional development and put key learnings to action. The pursuit of further insight guides us to volunteer service opportunities, speaking engagements, and teaching roles. Our lawyers are sought after thought leaders across their industries, and recipients of leadership awards throughout the region.