Overview

Sarah Kerr Severson takes a holistic approach to helping individuals and multigenerational families implement and manage comprehensive estate plans and business succession plans. 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. 

"Sarah Kerr Severson: Mixing Hands-On Business with Boys, Movies"

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"When some clients call estate planners, they think they're calling because their accountant told them to get a will or a trust. But for Sarah Kerr Severson, 40, a partner at Schiff Hardin LLP, that's really just the starting point. Her practice ranges from estate and trust litigation to counseling multi-generational families on how to transfer their wealth and businesses." Read Article