Alison Schrag

Alison Schrag is a partner at Sherman Atlas Sylvester & Stamelman LLP, where she focuses her practice on trusts and estates planning and administration. She guides clients through a wide range of trust and estate issues, including contested account proceedings and related proceedings. The firm operates in both New York and New Jersey, offering services that extend beyond trusts and estates to corporate law, internal investigations, banking and financial services, litigation, and tax matters. With nearly twenty years of experience, she is admitted to practice in New York and New Jersey. She began her legal career as a litigation associate, representing financial institutions and corporate trustees in commercial and fiduciary duty proceedings. Before joining her current firm, she was a partner at a New York-based boutique trust and estate practice, where she gained experience advising families and business owners on complex planning and contested proceedings. Alison Schrag of New York works closely with families, individuals, and entrepreneurs to design and implement estate plans tailored to their priorities and circumstances. She emphasizes creating strategies that reduce tax burdens, enable the orderly distribution of assets, and consider potential incapacity. By ensuring that her clients understand their options, she helps them make informed decisions about their legacy. She has extensive knowledge of the procedures and practice of the Surrogate’s Court and appears regularly in contested proceedings such as accountings and kinship hearings. In these proceedings, she works closely with executors, trustees, personal representatives, and beneficiaries, presenting evidence and making sure her client’s interests are protected. In contested kinship proceedings, she often guides families through the process of presenting genealogical evidence and testimony required to prove inheritance rights.