Sarah E. Brownlow

Session Title: Estate Planning and Estate Administration Case Studies : Best Practices To Avoid Unanticipated Outcomes

Overview: 

The estate planning process requires attention to detail and cooperation between the client, their financial advisor and the attorney.  Holistic planning can help ensure that your clients do not face unexpected circumstances as a result of incomplete or improper planning.  This presentation will examine several case studies and outline best practices for financial advisors in assisting their clients in the estate planning and estate administration process.  

About Sarah:

SARAH E. BROWNLOW focuses her practice on advising individuals, families, and fiduciaries on all aspects of estate planning and estate and trust administration. She develops tax-efficient estate and trust strategies for clients in Virginia, New York, and abroad. Sarah also assists entrepreneurs in formulating effective business succession plans to eliminate ambiguity and minimize tax liability and counsels clients on charitable giving techniques that minimize tax liability while making a powerful philanthropic impact.​​​​​​​