Sara provides a range of estate and tax planning services. She works with clients to anticipate and address the various consequences of a death or disability and counsels family businesses in succession planning. Her practice also involves all aspects of federal income taxation.
Sara’s experience at preparing comprehensive estate plans (including wills, trusts, durable powers of attorney and related documents), allows her to help each client develop an estate plan that is personalized to his or her needs. Sara regularly counsels families in developing and implementing multi-generational planning for the transfer of family businesses to younger generations with minimum gift, income and estate taxes.
Sara represents partnerships and partners in structuring their transactions and helps them to minimize the tax consequences associated with those transactions.
Sara’s practice involves all aspects of federal income taxation, including pass-through entities, such as partnerships, limited liability companies and S corporations, as well as C corporations.
Sara has extensive experience advising clients on all aspects relating to taxes, including income, estate, gift and generation skipping transfer taxes.
University of North Carolina School of Law, J.D., 2002, with high honors; Order of the Coif; Staff Member and Articles Editor, North Carolina Law Review, 2000-02
- COVID-19 Response Resource Center: Timely Counsel for your Business, 06.18.2020
- CARES Tax Benefits for Businesses – Increased Deductions, Increased Use of Losses, and Potential RefundsCOVID-19 Response Resource Center: Timely Counsel for your Business, 04.06.2020
- COVID-19 Response Resource Center: Timely Counsel for your Business, 04.06.2020
- Client Alert09.15.2016
- Client Alert05.16.2013
Professional & Civic
Professional & Civic Activities
Member, American Bar Association (2002-present)
I became a lawyer to help people proactively plan to avoid future conflict. I am able to do this through my tax, business succession and estate planning practices.
The best thing about Brooks Pierce is my colleagues. I enjoy the team approach that we employ to resolve issues for our clients.
My favorite activity away from work is spending time with my husband and two children.