.svg){kind=small}
Sandra is a partner in the private client and tax team.
Her practice focuses on wealth structuring, sophisticated gift planning and governance and succession issues. Sandra regularly advises founders, executives and shareholders on comprehensive planning strategies. In addition, Sandra has a particular interest in evaluating and restructuring existing wealth structures and utilizing trusts to achieve objectives beyond traditional wealth planning considerations. Sandra also has experience advising on fiduciary matters and issues facing globally mobile US clients.
Me in a minute
I enjoy problem solving, building and tinkering.
I enjoy problem solving, building and tinkering. Private client practice can be highly technical, and it's easy to get lost in the rules. I like using those rules as a toolkit for providing practical solutions to clients.
Recent recognition
Talks
- 'The Use and Evolution of Trust Protectors, Designated Representatives & Virtual Representatives,' American Bar Association RPTE National CLE Conference - May 10, 2024, speaker
- 'Past, Present and Future of the Duty to Inform: Practical Guidance on Advising Trustees' ABA RPTE Conference – April 27, 2022, speaker
- 'Can Flexible Drafting Go Too Far? And Your Annual Non-Tax Hot Topics' ABA RPTE Conference - April 23, 2021, speaker
- 'Withers talks: families and family office | Ep 4 - Moving trusts,' Withersworldwide podcast - September 17, 2020, speaker
- 'Probate Strategies When Non-Resident/Non-Citizen Decedents Own US Assets: Legal, Tax, and Practical Issues,' Strafford Webinar - April 28, 2020
- 'Tax Apportionment in Wills and Estate Documents: Allocating Wealth Transfer Taxes Among Beneficiaries,' Strafford Publications Webinar - December 2018
- 'Probate Strategies When Non-Resident/Non-Citizen Descendants Own U.S. Assets: Legal, Tax and Practical Issues,' Strafford Publications Webinar - April 2018
Insight
External publications
-
'New Final Regs Issued on Trust/Estate Administrative Expenses,' WealthManagement.com - September 30, 2020, co-author
-
'Proposed Regs Clarify Deductibility of Estate/Trust Administrative Expenses,' WealthManagement.com - May 13, 2020, co-author
-
'Tax Court Accepts Tax-affecting, Taxpayer Prevails in Jones,' Bloomberg BNA Estates, Gifts & Trusts Journal - January 2020, co-author__
-
'Connecticut Overhauls Its Trust Laws,' WealthManagement.com - June 12, 2019, co-author
-
'Trump's Impact on Transfer Tax Regulations,' WealthManagement.com - April 2, 2019, co-author
-
'IRS Announces Forthcoming Section 67(g) Clarifications: IRS Notice 2018-61 Deductibility of Section 67(e) expenses confirmed,' Estate Planner, Wealthmanagement.com - July 2018, co-author
-
'U.S. Supreme Court Upholds Revocation-On-Divorce Provision for Testamentary Substitute,' The Estate Planner, Wealthmanagement.com - July 2018, co-author
-
'Regulatory Outlook After Trump's Tax Reform: IRS releases revised priority guidance plan and proposed amendments,' & Estates, Wealthmanagement.com - February 2018, co-author
Admissions
-
State of New York, 2016
-
State of Connecticut, 2016
-
State of New Jersey, 2016
Education
- Cornell Law School, JD
- Schreyer Honors College, The Pennsylvania State University, BA
Languages
- English
Memberships
- ABA Advisor to the Uniform Law Commission Committee on the Post-Mortem Retrieval of Gametes, Safeguards for the Acquisition and Use of Anatomical Material by Non-Transplant Anatomical Organizations, and Protections for Unrepresented Donors, 2026-Present
- Trusts, Estates and Surrogate's Court Committee of the New York City Bar Association, 2021-Present
- American Bar Association, Real Property, Trust and Estate Law (RPTE) Fellows Program, Trust & Estate Fellow 2020-2022
- New York City Bar Association, Estate and Gift Taxation Committee, 2018-2021; Affiliate Member, 2021-2022
Key dates
- Year joined: 2015