Loyola University Chicago School of Law,
J.D., 2012
Columbia University,
M.S., 2005
University of Chicago,
B.A., 2001
Illinois
Illinois USDC, Northern District
American Bar Association
Chicago Bar Association
Chicago Estate Planning Council
Thompson Coburn LLP
Associate, 2015-Present
Bell & Anderson LLC
Associate, 2012-2015
Sarah helps individuals and families preserve their wealth by developing strategies to safeguard their assets in the most tax-efficient way.
She represents a diverse group of clients with varying levels of wealth, up to and including, ultra-high-net-worth individuals in estate planning, trust and estate administration and probate matters.
Sarah counsels clients in developing comprehensive estate plans through the use of wills, trusts, powers of attorney and charitable giving strategies. She is also experienced in tax shelter entity structuring and transferring ownership of real property.
Working at a full-service business law firm empowers Sarah to provide enhanced service to her clients, particularly businesses owners. Having ready access to a vast body of business law knowledge not only bolsters her estate planning work, but enables Sarah to guide clients toward solutions in other areas of law.
Strategies for buy-sell agreements using insurance
Common slipups compromising the effectiveness of trusts you have or will create
Spinning straw into gold: Modifying irrevocable trusts
The tax laws changed. Should your business and estate plans change too?
Filing Form 709: Beyond the basics of gift tax returns
"Buy-Sell Agreements: Strategies for Buy-Sell Agreements Using Insurance",
Estate Planning, September 2019
"Spinning Straw into Gold: Modifying Irrevocable Trusts",
Estate Planning, January 2019
"The tax laws changed. Should your business and estate plans change too?",
March 2018
"Filing Form 709-- Beyond the Basics of Gift Tax Returns";
Estate Planning, April 2016
NOTICE.
Although we would like to hear from you, we cannot represent you until we know that
doing so will not create a conflict of interest. Also, we cannot treat unsolicited
information as confidential. Accordingly, please do not send us any information
about any matter that may involve you until you receive a written statement from
us that we represent you (an ‘engagement letter’).
By clicking the ‘ACCEPT’ button, you agree that we may review any information you transmit to us. You recognize that our review of your information, even if you submitted it in a good faith effort to retain us, and, further, even if you consider it confidential, does not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you. Please click the ‘ACCEPT’ button if you understand and accept the foregoing statement and wish to proceed.