Sarah Armstrong helps clients manage trusts and estates issues. She represents high net worth individuals, trustees, beneficiaries and fiduciaries and philanthropists.

She assists clients by:

• Reviewing, analyzing, designing and implementing estate planning techniques for high net worth individuals, including developing tax-planning strategies and preparing wills, trust agreements and related documents to implement the estate design
• Representing individual and corporate trustees in the administration of trusts and estates
• Representing trustees in matters relating to fiduciary duties and powers, proper investments, and interpretation of trust agreements and wills
• Administering and distributing complex estates and trusts
• Preparing federal and state estate tax returns, federal and state individual and fiduciary income tax returns, and federal gift tax returns
• Representing beneficiaries and fiduciaries of estates and trusts with respect to protection of their beneficial interests and proper conduct of fiduciaries
• Representing individuals in connection with charitable giving, including formation of family foundations
• Representing individual clients in connection with asset protection planning, including formation of trusts, implementation and administration of gifting programs, and titling of assets
• Representing high net worth individuals in the negotiation, drafting and execution of antenuptial agreements