Sarah focuses her practice on estate planning, business planning, and real estate. She assists individuals and business owners by implementing a plan for their finances, healthcare, and legacies in the event of their disability or death. Much of her practice involves the drafting of wills, trusts, deeds, and business agreements. Sarah’s clients seek her counsel throughout all phases of life – from the humble beginnings of their careers and families, through retirement and beyond.

Sarah attended the College of Wooster on a full writing scholarship. Always in search of a story, she often found herself in surprising conversations with surprising people, including poets in rural Mexico, religious leaders in Ukraine, and businesspeople from all over the world. She earned collegiate honors on her capstone writing project, a collection of persona poems. Sarah now takes pleasure in having meaningful conversations with her clients and drafting documents that will play an integral role in their legacies.

Estate Planning

• Sarah drafted complex trusts with custom provisions for the care and support of multiple generations, including revocable living trusts, irrevocable life insurance trusts, grantor retained annuity trusts, asset protection trusts, and others.
• Sarah drafted simple wills for the orderly transfer of wealth and the guardianship of minor children.
• Sarah drafted powers of attorney, health care powers of attorney, and living wills.

Business Planning and Transactions

• Sarah drafted legally binding succession plans to transfer a small business from one generation to the next.
• Sarah represented entrepreneurs in the formation of their businesses, in negotiations with vendors, and in putting employment policies in place for their first employees.
• Sarah represented business owners in the successful, out-of-court resolutions of partnership and shareholder disputes.
• Sarah represented buyers and sellers in the sale of businesses and business assets.

Tax

• Sarah represented individuals and businesses before Ohio taxing authorities, and she negotiated the release of tax liens

Real Estate

• Sarah represented buyers and sellers in the purchase and sale of residential and commercial real estate.
• Sarah prepared Ohio Transfer on Death Affidavits and Florida Enhanced Life Estate Deeds as part of clients’ probate-avoiding estate plans.
• Sarah analyzed, negotiated, and litigated commercial and residential leases.

Probate

• Sarah represented executors, estates and trustees in Ohio and Florida Probate.
• Sarah facilitated the out-of-court settlement of probate disputes.