Sarah H. B. Kahl
Wealth Transfer Strategies
She designs and implements wealth transfer strategies such as grantor retained annuity trusts, life insurance trusts, sales to grantor trusts, partnership freezes, and private annuities. She particularly enjoys working with families at multiple generation levels and leading family meetings to facilitate frictionless wealth succession.
Charitable Planning
Sarah helps clients leave charitable legacies, for example, through the use of a charitable remainder trust, conservation easements, or the creation and maintenance of a private foundation. She helps clients reach charitable goals by drafting comprehensive gift agreements with recipient charities.
Trust Administration and Modification
With her trust practice, Sarah advises trustees on how to comply with the terms of the trust document and applicable law. She has significant experience with trust modification, such as through decanting or non-judicial settlement. She also advises trust beneficiaries on their rights with respect to a trust.
Related Practices
Related Industries
Insights
Credentials
Education
- J.D. cum laude Georgetown University Law Center 2004
- Senior writing fellow, Legal Writing Fellow
- Publications editor, The State and Local Tax Lawyer
- Member, Editorial Board, The Tax Lawyer
- B.A. magna cum laude Franklin and Marshall College 1999
- Phi Beta Kappa
Bar Admissions
- District of Columbia
- Maryland
- Virginia
Professional Memberships and Activities
- Chair-elect, Maryland State Bar Association Estate and Trust Section Council
- Chair, Legislative Committee, Maryland State Bar Association Estate and Trust Law Section
- Certified Public Accountant (inactive)
Recognition
- The Best Lawyers in America, 2021 – 2023
- Super Lawyers, Rising Stars, Maryland, 2017
- The Daily Record, Leading Women, Maryland, 2016
Community
Volunteerism
- Member, Board of Directors, The Family Tree — an organization that combats child abuse and neglect