Sara A. Wells


Sara A. Wells devotes her practice to estate planning, estate and trust administration, tax planning, and business succession planning. Sara assists clients worldwide, including family business owners, real estate developers, and entrepreneurs, in the creation of their estate plans with a focus on wealth preservation, asset protection planning, and succession planning. Sara develops wealth transfer strategies for her clients, including the creation of irrevocable insurance trusts, grantor retained annuity trusts, qualified personal residence trusts, and defective grantor trusts. She also assists clients in modifying existing irrevocable trusts through judicial proceedings, nonjudicial settlement agreements, and decanting.