Sarah Kerr Severson

Practice Areas

Sarah helps individuals and multigenerational families implement and manage comprehensive estate plans and business succession plans. She brings an instinct for facilitating transition and a keen awareness of the “softer side,” familial and social issues, which position her to guide clients through special needs planning, wealth transfer planning, and charitable planning techniques. Sarah’s work includes educating clients about charitable planning techniques, establishing the charitable entity and advising on all administrative processes; counseling clients through the unique planning and solutions available to individuals with special needs and disabilities, ranging from special needs trusts to guardianships; and advising individual and corporate fiduciaries on all aspects of administration and liability, ranging from fiduciary best practices and risk management to representation in litigation. Sarah frequently lectures professional advisory groups, employer-sponsored seminars, and corporate clients on a wide range of estate planning topics.