Speaker

Sara A. Wells is a partner in the Private Client Practice. Sara devotes her practice to estate planning, including specifically for authors, 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.