BOSTON March 28, 2023: Morgan Lewis partner Sara Wells has been selected by the Boston Estate Planning Council (BEPC) as the recipient of its 2023 BEPC Excellence Award. The annual award from BEPC, a professional group of estate and wealth planners in the Greater Boston area, recognizes outstanding contributions to the estate planning profession and the broader community.
Deputy leader of the firm’s private client practice, Sara devotes her practice to estate planning, estate and trust administration, tax planning, and business succession planning. She 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 also devotes time to pro bono matters, which include creation of trusts for abused children, and volunteering for several organizations, including Compassus Hospice & Palliative Care and the Great Dog Rescue of New England.
BEPC will honor Sara at a May 17 gala in Boston.