• Advises US and non-US multinationals on corporate and international tax matters
• Guides clients through acquisitions, dispositions, post-acquisition integrations, and internal cross-border restructurings
• Advises on intangible holding companies, financing structures, supply chain planning, foreign tax credits, and cash repatriation strategies

Adam K. Sherman provides legal counsel on a wide range of wealth transfer, tax, estate planning and business succession matters for high-net-worth individuals and business owners.

Adam has extensive experience structuring and implementing sophisticated wealth transfer techniques and working with owners of closely held businesses to develop customized succession plans. Adam also advises clients on a range of issues relating to the formation and maintenance of family office and private trust company structures.

Adam counsels executors, trustees and beneficiaries in all aspects of estate and trust administration, including the preparation of federal estate tax returns and judicial and non-judicial trust accountings. He has also been involved in numerous estate and gift tax audit proceedings before the Internal Revenue Service (IRS) and has successfully obtained favorable private letter rulings for his clients on a range of income and transfer tax issues.

On international matters, Adam has advised multinational families on compliance with the Foreign Account Tax Compliance Act (FATCA) and counseled US-based clients participating in the IRS’s Offshore Voluntary Disclosure Program (OVDP).

Adam has spoken extensively on estate planning topics, including wealth transfer planning, gift, estate and generation-skipping transfer (GST) tax reporting, and exercising powers of appointment.

While in law school, Adam was a staff member of the Chicago Journal of International Law, in which he has his note (on the international legal status of drone operators) published in 2004.

Jacob M. Mattinson focuses his practice on employee benefits and matters related to 401(k), 403(b), pension, executive compensation, health care reform, and cafeteria and welfare plans.

Jacob assists clients in drafting employee benefit plan documents and amendments. He represents clients in matters before the Internal Revenue Service (IRS), US Department of Labor (DOL) and Pension Benefit Guaranty Corporation with respect to plan qualification issues. He also counsels privately and publicly held corporations and tax-exempt entities on a variety of benefits and Employee Retirement Income Security Act (ERISA) issues, including ERISA fiduciary issues, compliance with the Affordable Care Act and the Health Insurance Portability and Accountability Act (HIPAA), ERISA implications in corporate transactions, ERISA administrative claims and appeals, and executive compensation matters.

While in law school, Jacob was editor in chief of the Penn State Law Review. In addition, Jacob served as a legal intern for the Honorable Judge Renee Cohn Jubelirer of the Commonwealth Court of Pennsylvania. Jacob is the Chairperson of the Young Professionals Board of Equip for Equality. Internally, Jacob serves on the Firm’s Pro Bono and Community Service Committee.

Assists in the design, deployment, and ongoing implementation of innovative care delivery models for life sciences, healthcare, and informatics clients

Regularly advises companies pivoting to healthcare vertical offerings based on legacy technology and strategic assets

Advises clients on AI governance, public trust, and AI deployment

Advises clients on HIE participation, data sharing and compliance

Counsels clients on the development of data and biospecimen registries, real-world evidence platforms, and biobanking programs