Sara A. Wells devotes her practice to estate planning, estate and trust administration, tax planning, and business succession planning. Sara assists clients worldwide in the creation of their estate plans, including establishing various irrevocable trusts—such as irrevocable insurance trusts, grantor retained annuity trusts, qualified personal residence trusts, and defective grantor trusts—to help clients make tax-efficient transfers to family members. She also administers estates, including the preparation of probate court documents and estate tax returns, and advises Personal Representatives on their fiduciary duties.
Sara serves as trustee of her clients’ trusts and counsels her clients on their trusts’ administration and best practices. She also assists clients in working through their family disputes stemming from the administration of estates and trusts. Finally, Sara also assists closely held businesses with the preparation of their corporate documents, including limited liability companies’ operating agreements and buy-sell agreements.
Prior to joining Morgan Lewis, Sara was a member in the private client group in the Boston office at another international law firm.
Recognized, Trusts and Estates, Boston, MA, The Best Lawyers in America (2022)
Lawyer of the Year, Trusts and Estates, Boston, The Best Lawyers in America (2020)
Ranked, Private Wealth Law, Massachusetts, Chambers High Net Worth (2018–2020)
Recognized, Massachusetts Super Lawyers (2015–2020)
Top Women of Law, Massachusetts Lawyers Weekly (2015)
Rising Star, Estate Planning & Probate, Massachusetts Super Lawyers (2009–2012)
Fellow, American College of Trust and Estate Counsel (2014–present)
Accredited Estate Planner, National Association of Estate Planners and Councils (2009–present)
Founder and Former President, Trusts and Estates Consortium
Member and Former Board Member, Boston Estate Planning Council
Member, Boston Bar Association Trusts and Estates Section
Member, Fiduciary Inn: Greater Boston Fiduciary Law, American Inn of Court
Member, Society of Trusts and Estates Practitioners
Member, Boston Probate and Estate Planning Forum