Trust and estate facilitator for various matters

Sara Haas has deep trust and estate experience managing and facilitating all facets of trust administration, including funding, preparing accountings, calculating distributions and transferring assets for revocable, irrevocable, insurance, credit-shelter and charitable trusts. She also assists children and the incompetent in guardianship matters, which includes commencing a guardianship procedure, preparing guardianship accountings and appointing standby and successor guardians. She readily assists clients with probate administrations in Wisconsin, including:

• Drafting court filings.
• Preparing accountings.
• Maintaining dockets.
• Handling assets.

Education

• University of Wisconsin - Milwaukee (B.S., 1999)