How can we help you?
My desire to serve others led me to start my own law firm to focus on estate planning, probate and trust administration issues. As I gained experience, I saw the very specific help that families with children with special needs require, as well as the help that our elder population requires with planning for long term care. I truly enjoy what I do, and that I can make a big difference in people’s lives through my work.
Prior to attending law school, I spent nearly a decade in the financial services industry. I am a native Oregonian, and I received my undergraduate degree in French from Portland State University. I attended law school at Boston College, where I earned my Juris Doctor. In order to fully serve my clients, I returned to school at the University of Washington School of Law, where I received my Master of Laws (LL.M.), a graduate law degree with a focus on taxation, held only by a very small percentage of lawyers nationwide. I am a member and active participant with several professional organizations which provide on-going training and education, as well as collaboration with other experts. These include:
I previously served on the Boards of Housecall Providers as well as Women in Insurance and Financial Services. I live in West Linn with my husband Albert and our daughter, Natalie, who keeps us both on our toes. When not working with Natalie on her homeschool or violin lessons, we are frequently found hitting balls on the driving range at Willamette Valley Country Club. I also recently returned to the study of piano after a two-decade hiatus, and am enjoying discovering my music again. In the winter, my family spends several evenings per month cheering on the Portland Winterhawks hockey club. As Natalie says, “Go Hawks Go!”
What others are saying…
“Besides being informative and engaging, Sara breaks down complex issues so they are easily understood and applicable. I left the meeting with a much better understanding of special needs planning and how to match solutions to clients.”~ A.G.
“The process was very easy and smooth. Sara asked the tough questions with compassion and practicality, which was great. I felt a sense of trust in her skills, experience and confidentiality. I have already passed along her name to several of my colleagues, encouraging them to get trusts!”~ C.W.
“Sara was very patient and answered every question I had about the whole process. She made it really easy to set up my plan and explained how everything works. I highly recommend her because she helped me get this done right.”~ T.T.
Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust will avoid the public, costly and time-consuming court processes of conservatorship or guardianship...read more
Estate Planning is a complex area of law where misconceptions abound. It’s an area where what you think you know can be harmful—not only to you, but to the people you love. Americans, in general, face challenges when it comes to saving, investing, and planning for...read more
Yes, even the undead need an estate plan. Seriously, just take a moment and hear me out. As we know, from such informed sources as The Vampire Chronicles, the Twilight saga, and HBO’s True Blood, vampires aren’t immortal. They do die, and it’s usually unexpected and...read more
Can you identify that one person who is an expert in disability law, housing, medicine, social work and knows all the members of your family and how they interact with each other? If you can, then they are the natural choice to serve as trustee of any Special Needs...read more
Explore the resources library.