Biography

Sarah advises individuals and families on all aspects of estate and wealth planning.

Clients seek Sarah's experience in a broad range of matters including the development and implementation of sophisticated wealth transfer strategies designed to minimize gift, estate and generation-skipping transfer taxes; charitable planning; the establishment of family investment vehicles; business succession planning; and estate planning for non-U.S. citizens or involving non-U.S. assets and foreign trusts. Sarah also serves as a trustee for many of her clients.

Services/Industries

Education

  • Georgetown University  (B.A.)
  • Georgetown University  (J.D., cum laude)

Public Service

  • Board of Directors, Boston Building Resources
  • Volunteer, Boston Latin School Alumni Association

Bar Admissions

  • Massachusetts

Memberships

  • Boston Estate Planning Council
  • Professional Advisors Network, The Boston Foundation
  • Boston Trusts & Estates Consortium

Honors

  • Selected by peers for inclusion in New England Super Lawyers© under Estate Planning & Probate

To learn more about third-party ratings and rankings, and the selection processes used for inclusion, click here.