Overview
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
Related Services
Credentials
Bar Admissions
Minnesota
Wisconsin
Education
Yale Law School
J.D. (2000)
St. Olaf College
B.A. summa cum laude (1992)
Insights & Events
Latest
Insights
News
Other Perspectives
- Stretching Expectations: Planning with the New Life Expectancy Tables for Retirement Plans’ Required Minimum Distributions
Republished in Employee Benefit Plan Review, June 2022
Leadership & Community
Professional Associations
- Minnesota State Bar Association — Probate and Trust Law Section
Honors
- Phi Beta Kappa