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.
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.
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.