Overview
As a member of the North Carolina and Florida state bars, Sara Page advises clients in both states with respect to their tax and estate planning needs. Her practice includes the preparation and implementation of wills, revocable trusts, and financial and health care powers of attorney. Sara Page also employs sophisticated tax planning techniques to support her clients’ tax planning, including the creation and ongoing administration of irrevocable trusts such as grantor retained annuity trusts (GRATs), spousal lifetime access trusts (SLATs), and multi-generational generation-skipping transfer (GST) tax exempt dynasty trusts. In order to most effectively meet her clients’ goals, Sara Page often utilizes family business entities, including limited partnership and limited liability companies.
As part of a comprehensive estate plan, Sara Page assists her clients in the succession of management and ownership of closely-held business interests through the implementation of buy-sell arrangements and life insurance arrangements in addition to the creation of bifurcated ownership structures which allow for the transfer of controlling management interests and non-controlling equity interests. She works closely with accountants, business managers, life insurance advisers, corporate fiduciaries, and financial advisers to formulate and implement creative solutions to her clients’ objectives.
Sara Page also works to achieve her clients’ charitable goals. Her practice includes the formation of non-profit corporations, private foundations, and charitable trusts, the application for tax-exempt status, and advice and counsel regarding ongoing compliance with state and federal requirements for tax-exempt organizations.
Sara Page’s practice also includes the preparation and review of federal gift and estate tax returns and the representation of clients before the Internal Revenue Service.
Notable
Notable
- Best Lawyers in America, Trusts and Estates "Ones to Watch," 2023-2024; Closely Held Companies and Family Business Law "Ones to Watch," 2024
- North Carolina Super Lawyers "Rising Star", Estate Planning & Probate, 2024
- Business North Carolina Legal Elite, Tax Estate, 2021
- Graduate, Mecklenburg County Bar Leadership Institute, 2020
- MVA YP Committee Member, 2021-present
- MVA Technology Committee Member, 2019-2021
- Member, Moore & Van Allen’s Recruiting Committee, 2017-2020
- North Carolina Bar Association Estate Planning and Fiduciary Law Section
- Council Member, 2022 – present
-
Newsletter Committee, Co-Chair, 2020 – 2022
- Women’s Impact Fund
-
Board of Directors, 2018-2020
-
Development Committee, Chair, 2019 –2020
-
- North Carolina Pro Bono Honor Society, 2019, 2021
News
News
Blogs and Resources
Alerts
Affiliations
Affiliations
- Charlotte Estate Planning Council
- North Carolina Bar Association: Estate Planning and Fiduciary Law Section
- Florida Bar Association: Real Property, Probate & Trust Law Section; Tax Law Section
- American Bar Association: Real Property, Trust and Estate Tax Law Section
Publications
Publications
- Author, “When Two Become One…Or Not: The Tax Code’s Treatment of Transactions Involving Married Couples” The Will & The Way, Volume 40, Number 3, North Carolina Bar Association Estate Planning & Fiduciary Law Section, June 2021
- Co-Author, “Recent Developments,” The Will & The Way, August 2017 – July 2019
Speaking Engagements
Speaking Engagements
- Speaker, Probate Law, 2021 Estate Planning & Probate Law Survey Course, September 23, 2021
- Speaker, Habitat for Humanity of Charlotte Senior Series, February 2017
Capabilities
Education
J.D., University of Virginia, 2015; Production Editor, Virginia Tax Review
B.S., Davidson College, 2010, cum laude
Admissions
- North Carolina, 2015
- Florida, 2016
- Maryland, 2022