Sarah advises high-net-worth clients on a broad range of testamentary and inter vivos estate planning matters. She has extensive experience drafting and customizing wills, revocable trusts and irrevocable trusts. She is fluent in the administration of complex estate planning strategies including GRATs, CLATs, QPRTs, installment sales, intra-family loans, closely-held companies, charitable vehicles and leveraging techniques. She excels at designing transactions with unique assets or to accomplish specific planning objectives. Sarah also has experience administering large and complex estates and trusts.
Sarah enjoys working with numbers and using financial models and tax projections to guide clients in their planning. She develops complex models to project the impact of wealth transfer transactions, or assess the interaction between clients’ balance sheets and their estate plans. She uses those models to spot issues that may arise during the administration phase, such as liquidity shortages, and devises and implements solutions to those problems.
Sarah distills complex transactions and concepts into simple terms, and explains them to clients in summary fashion, whether through graphics, diagrams or bullet points.
Sarah is highly approachable and adept at developing relationships with clients of all ages and backgrounds. She is well-suited to advise multi-generational families, and particularly enjoys educating younger family members about estate and asset protection planning. Sarah regularly prepares premarital agreements and advises on other family law matters that may intersect with a client’s estate planning.
While in law school, Sarah was awarded the Edward H. McDermott Scholarship. She was president and founder of the Real Property/Trust & Estates Club. She was also a co-chair of the Northwestern Student Bar Association Admissions Committee and a member of the Northwestern Journal of Law and Social Policy.
Northwestern University School of Law, JD, 2010
New York University, BA, magna cum laude, 2007