Sarah helps individuals and families set up personalized, tax-efficient estate plans. She also counsels individual and corporate trustees on questions of trust administration.


Clients turn to Sarah for estate plans that save tax, ease transition, and preserve family values.

Sarah has a talent for putting complex tax concepts into plain English. Her work focuses on smoothly moving wealth to lower generations with minimal tax. It also includes developing charitable gifting strategies and creating private foundations.


Sarah has extensive experience with:

  • Designing revocable and irrevocable trusts, including insurance trusts, annuity trusts, residence trusts and multi-generational trusts
  • Creating family limited partnerships and LLCs to hold and manage family assets
  • Helping family-owned businesses 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


  • Kansas, 2007
  • Missouri, 2006


Yale University, J.D., 2002

Creighton University, B.A., summa cum laude, 1997

  • Eileen B. Lieben Award
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