Sarah E. Baley

Associate

Cleveland
T +1.216.861.7476
F +1.216.696.0740

Overview

Sarah Baley focuses her practice on helping high net worth families preserve and transfer their wealth through practical tax and estate planning. She takes a comprehensive approach to each portfolio, often collaborating with a team of financial advisors and other professionals to achieve her clients’ goals. Cognizant that every family is unique, Sarah guides her clients through the planning process to find solutions that work for them.

Select Experience

  • Designs tax-efficient, comprehensive estate plans.
  • Represents trustees in all stages of trust administration.
  • Represents clients in probate and guardianship proceedings.
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Experience

  • Designs tax-efficient, comprehensive estate plans.
  • Represents trustees in all stages of trust administration.
  • Represents clients in probate and guardianship proceedings.
  • Advises litigators involved in trusts and estates litigation.

Recognitions and Memberships

Recognitions

  • Nevada Women’s Fund Woman of Achievement (2017)

Memberships

  • American Bar Association
    • Section of Real Property Trust and Estate Law
    • Section of Taxation
  • Ohio Bar Association
    • Estate Planning, Trust and Probate Section
  • Cleveland Metropolitan Bar Association
    • Estate Planning, Probate and Trust Law Section
  • Estate Planning Council of Cleveland

Prior Positions

  • Am Law 200 Law Firm in Columbus, Ohio: Associate (2019 to 2021)
  • Law firm in Reno, Nevada: Associate (2015 to 2019)
  • The Honorable Rebeca A. Huddle, The Court of Appeals for the First Court of Appeals District of Texas: Judicial Intern (2013)
  • Texas General Land Office: Legal Intern (2012)

Admissions

  • Ohio
  • Nevada [inactive]
  • Texas [inactive]

Education

  • LL.M., Taxation, New York University School of Law, 2015
  • J.D., The University of Texas School of Law, 2014; The Texas Review of Law and Politics, Articles Editor
  • B.A., Davidson College, 2009, cum laude; Pre-Law Society, President; Mock Trial Association, President