Loyola University Chicago School of Law,
M.S., Social Work, 2005
University of Chicago,
B.A., Sociology, 2001
Illinois USDC, Northern District
American Bar Association
Chicago Bar Association
Chicago Estate Planning Council
Listed in "Best Lawyers: Ones to Watch" for Trusts and Estates in Chicago, Illinois (by BL Rankings), 2021-2024
Included in Illinois Super Lawyers (by Thomson Reuters) Rising Stars list, 2020-2022
Thompson Coburn LLP
Bell & Anderson LLC
Loyola University Chicago Federal Tax Clinic
Student Clinician, 2012
U.S. District Court for the Northern District of Illinois
Judicial Extern for the Hon. Robert M. Dow, Jr., 2011
MB Financial Bank
Intern, Wealth Management Department, 2011
Circuit Court of Cook County
Legal Extern for Judge Daniel J. Pierce, 2011
U.S. Attorney’s Office Chicago
Legal Intern, 2010
New York County Defender Services
Forensic Social Worker, 2006-2009
Friends of Island Academy
Clinical Social Worker, 2004-2006
Volunteer in Mali, West Africa, 2001-2003
Sarah helps individuals, families, and closely held businesses owners identify their goals with regards to safeguarding and transferring their assets and then develops and implements strategies to achieve those goals in a way that considers tax and non-tax objectives.
Sarah provides practical, plainspoken advice on estate planning, trust and estate administration, probate, and business succession planning to a diverse group of clients with varying levels of wealth, up to and including ultra-high-net-worth individuals.
Sarah draws on her drafting skills and keen attention to detail to create wills and trusts to achieve her client's personal and financial estate planning goals while considering state and federal tax laws. She also drafts powers of attorney to ensure that when a client is alive but unable to make his or her own financial or health care decisions, those decisions are made by someone of the client's choosing who understands the client's wishes.
Sarah's mission is to craft a plan that fulfills a client's wishes for the distribution and investment of their wealth, and leaves nothing to interpretation. Where needed, Sarah deftly navigates the complexities of multiple trusts, charitable gifts and various types of assets.
Sarah regularly discusses individual and charitable gifting strategies with her clients, ensuring they have current information on state and federal lawmaking and can make gifting decisions that take advantage of the lifetime gift, estate, and generation-skipping transfer tax exemptions.
Individuals and business owners frequently consult Sarah for estate planning advice when considering the purchase of real estate or other assets, buying or selling a business, or encountering major life events, such as marriage or divorce, relocation, changes in health, the arrival of children or grandchildren, or the death of a family member.
Whatever the size of a person's estate, or where they are in their life or professional career, Sarah is passionate about helping her clients plan for the financial security of themselves, their families, and future generations.
Working from Thompson Coburn's Chicago and Wilmette offices, Sarah can conveniently serve clients in Chicago, Evanston, Skokie, and Chicago's northern suburbs.
Before attending law school, Sarah served for several years as a forensic social worker for a New York City public defense firm and a nonprofit that provided clinical services to children previously incarcerated at Rikers Island. Prior to that, Sarah taught English and led agricultural and economic projects as a Peace Corp Volunteer in Mali, West Africa. These experiences formed Sarah's foundational belief in meeting people exactly where they are and finding the right answers for the people she serves.
"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?",
"Filing Form 709-- Beyond the Basics of Gift Tax Returns";
Estate Planning, April 2016
"Recent Developments and Current Estate Planning Issues,"
DuPage County Estate Planning, Oakbrook, IL, March 2020
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