Sara Block Shusterman develops estate plans and drafts estate planning instruments for individual clients at all levels of complexity. She administers complex estates, including artwork collections, military honors and benefits, and 2032A special use valuations. In addition, Sara provides in-depth counsel on the tax consequences of certain transfers.
Sara also has substantive experience supporting tax-exempt organizations at every stage. Boards engage her for guidance on formation, fundraising, expenditure responsibility, conflicts, good governance, wind-ups and dissolution.