Sarah L. King

Overview Sarah helps clients minimize the tax aspects of liquidity events and rapid asset appreciation. She also helps clients set up estate plans that balance control, protection, and flexibility over generations. Her proficiency with these matters is informed by her many years of experience of helping fiduciaries modify irrevocable trusts that have become inefficient or impractical over time. In serving clients, she prioritizes practical judgment and responsiveness. Experience Sarah has extensive experience with: Designing revocable and irrevocable trusts, including insurance trusts, annuity trusts, residence trusts and multi-generational trusts. Creating family limited partnerships and LLCs to hold and manage family assets. Transitioning family-owned businesses to future generations. Developing charitable gifting strategies. Counseling individual and corporate trustees, with a special emphasis on judicial reformation of both private and charitable trusts. Administering complex estates. Creating private foundations and securing recognition of their 501(c)(3) status.