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.


Clients turn to Sarah for estate plans that save tax, ease transition, and preserve family values. Sarah also helps clients develop charitable gifting strategies and create private foundations.

Sarah has a talent for putting complex tax concepts into plain English, and her years of advising professional trustees enables her to design trusts that stand the test of time.


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.
  • 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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