AI in Estate Planning: Ethical and Practical Considerations

Angel advises clients on a broad range of estate planning issues with a focus on charitable gift planning. She is committed to pro bono work and recently served as a Public Interest Law Initiative fellow for Just the Beginning: A Pipeline Organization, where she drafted law student curriculum, hypotheticals for mock oral arguments, and evaluation metrics for judges grading oral arguments.

Sarah brings an instinct for facilitating transition and a keen awareness of the “softer side,” familial and social issues, which uniquely position her to guide clients through special needs planning, wealth transfer planning and charitable planning techniques.

A counselor to those with significant wealth, Sarah assesses her client’s circumstances, diagnoses the issues and coordinates a plan that meets both immediate and long-term goals. Her holistic approach takes into account all of the financial, personal, tax and non-tax objectives in play.

Sarah recognizes that her client’s plans and established entities have lives of their own; they need continuous care and feeding. Sarah quarterbacks all issues that affect her clients and takes very seriously her role as a trusted business adviser and confidant for current and future generations.