Sarah Connolly is a partner in the Private Clients group focusing on estate planning, wealth transfer and tax strategies. She works with clients in all phases of the life cycle who wish to transfer their assets effectively and efficiently during life or on death.
In my fifteen plus years of practice, I have developed three areas of focus:
I focus on estate and tax planning for individual clients. I have extensive experience in sophisticated gift, estate and income tax planning and have an interest in charitable planning. My clients come from many walks of life including corporate executives, business owners and entrepreneurs, those with inherited wealth, professors, scientists and health care professionals, among others. My advice is clear, concise and practical.
I administer estates after clients have died, including managing the probate process, handling gift and estate tax filings and related audits, and representing clients in probate litigation cases.
I have a flourishing fiduciary practice in which I regularly serve as trustee of clients’ trusts and as executor of their wills. Through this work I have gained significant experience in investment management.
Many of my clients have generated significant wealth in the current market environment. They are focused on transferring their assets in accordance with their families’ needs while taking full advantage of the generous gift and estate tax exemptions currently available.
The Boston Globe | November 13, 2016
This piece focuses on a prospect of a tax overhaul in a Trump administration. Boston private clients partner Sarah Connolly comments on how the political climate (now a Republican Senate, Republican House, and Executive Office) is well positioned to repeal the estate tax given the Congressional majority is Republican.
The New York Times | November 12, 2016
This article discusses President-elect Trump’s tax code proposals and how he plans to repeal the estate tax. Boston Private Clients partner Sarah Connolly is quoted discussing how changes to the estate tax likely won’t impact Trump’s supporter base.
The Eagle-Tribune | March 25, 2015
This article highlights the sale of 14 service stations in Massachusetts and New Hampshire. Boston Private Clients partner Sarah Connolly and Boston M&A and Corporate Transactions partner Chris Keefe represented the Haffner family in the acquisition.
NP Trusts & Estates Blog | 11.01.17
NP Trusts & Estates Blog | 07.05.17
Trusts & Estates Blog | 06.07.17
Trusts & Estates Blog | 05.03.17
New York University School of Law, J.D.
Georgetown University, A.B., magna cum laude, Phi Beta Kappa
Sarah was selected by her peers for inclusion in The Best Lawyers in America© 2018 in the field of Trusts and Estates. Sarah has been listed in Best Lawyers since 2013.
Sarah has also been recognized for exceptional standing in the legal community in Chambers USA: America’s Leading Lawyers for Business 2016 for Tax: Estate Planning (Massachusetts). She has been recognized in Chambers in previous years.
For the past nine years, Sarah has been named a “Super Lawyer” or a “Rising Star” by Boston Magazine based on a peer review survey of attorneys in Massachusetts. The “Super Lawyers” are published annually in the Massachusetts Super Lawyers Rising Stars Edition and in Boston magazine.
Sarah serves as the chair of the Board of Directors of Watch Point Trust Company.
Sarah is a member of the board of directors of Family Service of Greater Boston, Inc. She is an Honored Advisor and former board member of East Boston Social Centers, Inc., and a former board member of Roxbury Weston Programs, Inc. She is the chair of the Charitable Foundation of the Lutheran Church of the Redeemer. She is a member of the board of directors of the Foundation for Religious Literacy.