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Sarah N. Ehrhardt

Partner

Overview

Sarah works with clients in the Denver, Salt Lake City and Milwaukee offices from varied family and financial backgrounds on estate planning, business succession, and trust and estate administration matters. The foundation of her practice is the strong relationship she forms with her clients.

She has the ability to make estate planning techniques easy to understand and difficult or sensitive topics easier to discuss. Her clients trust her for confidentiality as well as sound advice.

Her wealth management practice includes:

  • Estate planning, including the preparation and implementation of wills, trusts and powers of attorney
  • Business succession planning
  • Asset protection planning
  • Marital Property Agreements/Prenuptial Agreements
  • Charitable planning
  • Trust and estate administration
 

She works with clients to devise plans tailored to their needs, utilizing appropriate tax planning techniques to maximize assets transferred to beneficiaries.

Sarah has been recognized for her work by professional organizations including the Financial Planning Association of Southern Wisconsin, which presented her with its Leadership Excellence Award in 2013.

Experience

Large taxable estates/trust administrations

Assisted families in resolving conflicts involving estates that held interests in closely held businesses and other entities. Achieved equitable distribution of assets, allowing for some family businesses to continue, and gained favorable I.R.S. estate-tax audits for clients.

Long-term planning for heirs and charitable giving

Assisted a family that had sold its business and was now exploring long-term planning and gifting techniques for family, as well as the incorporation of charitable giving. Assisted with the preparation of tax returns for family members and trusts, a private foundation and other entities they had created. Performed ongoing estate planning review and updates. 

Honors & Recognitions

  • The Best Lawyers in America®, Trusts and Estates, 2018
  • Five Star Estate Planning Attorney, Five Star Professional, 2017
  • “Wisconsin Rising Stars” list in the area of estate planning and probate by Super Lawyers Magazine, 2009 and 2012-2017
  •  Leadership Excellence Award from the Financial Planning Association of Southern Wisconsin, 2013

Professional Activities

  • Member, Herbert J. Mueller Society of the Greater Milwaukee Foundation
  • Member, American Bar Association, Real Property & Probate Section
  • Member, Colorado Women's Estate Planning Council
  • Membership Committee Member, Financial Planning Association of Colorado
  • Member, Colorado Bar Association, Trust and Estate Section
  • Member, Utah State Bar
  • Member, Women Lawyers of Utah
  • Former Trust Committee Member, Life Navigators (formerly ARC of Greater Milwaukee)
  • Former President, 2010, and Former Chairman, 2011, Financial Planning Association of Southern Wisconsin

Milwaukee Contact Information
414.225.4993
100 E. Wisconsin Ave.
Suite 3300
Milwaukee, WI 53202

Education

Admissions

Community Involvement

  • Secretary, Executive Committee, Women and Girls Fund of Waukesha County
  • Board of Trustees, Women and Girls Fund of Waukesha County
  • Volunteer Teacher, North Shore School for Seniors
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