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 has a strong background in advising clients with respect to charitable gifts and working with tax-exempt organizations to maintain their tax-exempt status.

Select Experience

  • Designs tax-efficient, comprehensive estate plans.
  • Represents trustees in all stages of trust administration.
  • Works with clients to make large and complex charitable gifts.
More »

Experience

  • Designs tax-efficient, comprehensive estate plans.
  • Represents trustees in all stages of trust administration.
  • Works with clients to make large and complex charitable gifts.
  • Counsels tax-exempt organizations regarding compliance with tax law.

Recognitions and Memberships

Recognitions

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

Memberships

  • American Bar Association
  • 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

Community

  • Piano Cleveland: Director
  • UH Diamond Advisory Group

Admissions

  • Ohio
  • Nevada
  • 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