Sarah helps individuals and families set up personalized, tax-efficient estate plans. She also counsels individual and corporate trustees on questions of trust administration.
Overview
Clients turn to Sarah for estate plans that save tax, ease transition, and preserve family values.
Sarah's work focuses on lowering or eliminating gift, estate, and generation-skipping transfer taxes. This includes strategies for moving wealth to lower generations through tax-efficient trusts, partnerships and LLCs, and lifetime gift and sale techniques. It also includes developing charitable gifting strategies and creating private foundations.
Experience
Sarah has extensive experience with:
- Designing tax strategies that include insurance trusts, annuity trusts, residence trusts and multi-generational trusts
- Creating family limited partnerships and LLCs to hold and manage family assets
- Working with family-owned businesses and planning for their successful transition to future generations
- Developing charitable gifting strategies
- Counseling individual and corporate trustees, with special emphasis on judicial reformation of both private and charitable trusts
- Working with retirement benefits
- Administering complex estates
- Creating private foundations and securing recognition of their 501(c)(3) status
News & Insights
Speaking Engagements
"Minimizing Litigation Costs and Avoiding Litigation Altogether," Fiduciary Litigation and Estate Planning Seminar, June 2018
Professional & Civic Activities
Professional & Civic Activities
Kansas City Estate Planning Society, Director, 2007-2009
Kansas City Estate Planning Symposium Committee
Practices & Industries
Admissions
- Kansas, 2007
- Missouri, 2006
- Illinois, 2002
Education
Yale University, J.D., 2002
Creighton University, B.A., summa cum laude, 1997
- Eileen B. Lieben Award