Sara’s practice focuses on the areas of estate planning, estate and trust administration, tax planning, and business succession planning. She is an Accredited Estate Planner by the National Association of Estate Planners and Councils.
Sara founded the Trusts and Estates Consortium (a group of over 130 young estate planning professionals). She has served on the Boston Bar Association’s Year in Review panel.
Recognitions & Awards
- Massachusetts Super Lawyers: Rising Star – Estate Planning & Probate (2009 – 2012)
Professional & Community Involvement
- Founder and member, Trusts and Estates Consortium
- Board member, Boston Estate Planning Council
- Member, Professional Advisors Network of the Boston Foundation
- Member, Boston Bar Association
- Co-chair, Boston Bar Association Trusts & Estates Tax Law Updates Committee
- Member, Boston Bar Association Trusts & Estates New Developments Committee
Sara’s practice focuses on the areas of estate planning, estate and trust administration, tax planning, and business succession planning. She is an Accredited Estate Planner by the National Association of Estate Planners and Councils.
Sara founded the Trusts and Estates Consortium (a group of over 130 young estate planning professionals). She has served on the Boston Bar Association’s Year in Review panel.
Recognitions & Awards
- Massachusetts Super Lawyers: Rising Star – Estate Planning & Probate (2009 – 2012)
Professional & Community Involvement
- Founder and member, Trusts and Estates Consortium
- Board member, Boston Estate Planning Council
- Member, Professional Advisors Network of the Boston Foundation
- Member, Boston Bar Association
- Co-chair, Boston Bar Association Trusts & Estates Tax Law Updates Committee
- Member, Boston Bar Association Trusts & Estates New Developments Committee
Speaking Engagements
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Speaker,
The Preparation of Forms 706 & 709 and Practical Tips for Estate and Gift Tax Filings,
Boston Bar Association, Boston, MA
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Speaker,
Using Portability in Estate Planning - Sara Wells |,
New England Estate Planning Conference 2012,
MCLE, Boston, MA
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Speaker,
2010 Estate Administration: A Year Like No Other,
Boston Bar Association, Boston, MA
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Speaker,
Gift Tax Return Preparation,
Boston Bar Association, Boston, MA
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