A Special Note from Sara
Together we are facing a truly unprecedented situation. The global coronavirus pandemic is affecting all of our families, our businesses, our communities, and our way of life. During this time, I wanted to reach out and update you on how we’re approaching the situation.
First and foremost, our hearts go out to anyone who’s been impacted by the virus, either directly or indirectly. Our thoughts are especially with those who are sick, to whom we extend our heartfelt wishes for a full recovery. And we’re truly inspired by the selfless healthcare workers around the world who are on the front lines working tirelessly to care for people in need.
Second, we’re focused on the health and safety of our families and communities. Although our physical office is closed and we are staying home, we can still help you!
To assist with your needs effective immediately:
We are holding meetings online, and we have modified our schedule in order to make it more flexible. We have added early evening and weekend times as needed, and we can do most or all of this virtually.
Contact us now to schedule your online initial consultation.
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.”
“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!”
“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.”
A Trust Protector is a position with limited powers which is established within the Trust to ensure that the Trust isn’t adversely affected by changes in law, circumstances...
A Discretionary Lifetime Trust doesn't just benefit young beneficiaries or those who are financially inexperienced. It may protect those that are no longer fully competent...
With financial exploitation of the elderly on the rise, financial advisors with older clients are looking for ways to head off abuse before it happens. Enter the “Emergency...
If you have created Irrevocable Trust that may last for a decade or two, selecting the right trustee is crucial to the trust’s success. Initially you may think that a family...
Explore the resources library.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.