Sara is an associate in our private client and tax team.
She is a trusts and estates attorney who assists clients in all aspects of estate and tax planning, estate and trust administration, and charitable planning. She focuses on intra-family wealth transfers, estate and gift tax savings techniques, and complex trust administrations. She also advises individuals and organizations regarding the formation, organization, operation, and termination of private foundations and public charities.
Sara is a board member of the San Diego chapter of the Society of Trust and Estate Professionals (STEP) and brings a diversity of experience and a positive attitude to her practice.