Sarah designs plans that move wealth to lower generations with minimal tax and maximum ease. She also counsels individual and corporate trustees on questions of trust administration.
Overview
Sarah helps clients minimize the tax aspects of liquidity events and rapid asset appreciation. She also helps clients set up estate plans that balance control, protection, and flexibility over generations. Her proficiency with these matters is informed by her many years of experience of helping fiduciaries modify irrevocable trusts that have become inefficient or impractical over time. In serving clients, she prioritizes practical judgment and responsiveness.
Experience
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.
- Transitioning family-owned businesses to future generations.
- Developing charitable gifting strategies.
- Counseling individual and corporate trustees, with a special emphasis on judicial reformation of both private and charitable trusts.
- 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
Education
Yale University, J.D., 2002
Creighton University, B.A., summa cum laude, 1997
- Eileen B. Lieben Award