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Sarah Jacobson represents high net worth individuals and families in tax, estate planning and trust matters. She handles matters involving international families across the United States, Europe and the Middle East. Sarah manages and implements all tax, compliance and regulatory advice to beneficiaries worldwide and in coordination with outside advisors. She also prepares trusts, corporate formation and governance documents for different structures, and drafts indemnity and settlement agreements in connection with changes in fiduciary management.
In addition, Sarah advises clients on tax and estate planning, including international matters. She has extensive experience drafting estate planning documents, foreign grantor trusts and governing documents for corporate and partnership structures. Sarah also has experience in addressing and advising clients on complex estate, trust and tax matters.