Sarah works with clients from varied family and financial backgrounds on estate planning, business succession, and trust and estate administration matters. The foundation of her practice is the strong relationship she forms with her clients. She has the ability to make estate planning techniques easy to understand and difficult or sensitive topics easier to discuss. Her clients trust her for confidentiality as well as sound advice.
Sarah handles all aspects of estate and business succession planning, including the preparation and implementation of all wills, trusts and powers of attorney, special needs trusts, charitable planning, structuring of partnerships and limited liability companies, and probate and trust administration. She also drafts prenuptial agreements to clarify ownership of property between spouses and the disposition of property in the event of divorce or death.
In every case, she works with clients to devise plans tailored to their needs, utilizing appropriate tax planning techniques to maximize assets transferred to beneficiaries.
