Cheryl Shelton
Estate & Trust Director
Cheryl Shelton joined Wright Ford Young & Co. in January 2020. She is a Director in the Estates & Trusts practice that specializes in the preparation of Estate, Trust and Gift tax returns assisting high net worth individuals.
Professional Experience
Cheryl has worked in public accounting specializing in the Estates and Trust field for the last 20 years.
Prior to joining WFY, Cheryl started her career at a Big 4 firm in Orange County and then worked at several other small firms in the area.
Functional Areas of Practice
- Estates
- Trusts
- Gift
- High New Worth Individuals
Education & Certifications
- BS, Cal State Fullerton
- JD, Western State University
Professional Associations
- CalCPA
- Member of the CA State Bar Association
Thought Leadership
- Supreme Court Decision Impacts Many Business Owners Entity Redemption Buy-Sell Agreement
- Roth IRA Conversion During Coronavirus – Is Now the Right Time?
Personal
Cheryl currently serves as a Board member and Treasurer for K9 Spirit Organization, a local small dog rescue that is run on a completely volunteer basis. She spends a lot of her free time helping rescue and care for homeless dogs by taking in and fostering multiple dogs at a time while looking for their forever home.
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