Sarah M. Roscioli

Associate

Sarah is a trusted advisor to her clients in all aspects of estate planning, asset protection, and business succession planning.

Sarah Roscioli

Sarah provides sophisticated estate and tax planning advice to individuals and families looking to preserve and pass on wealth. She works with clients to protect their assets in a tax efficient manner by utilizing estate, gift and generation-skipping tax transfer techniques.

Sarah views a client’s estate plan as an ongoing and evolving long-term relationship. This relationship allows her to work knowledgably, creatively, and efficiently as the client’s objectives and circumstances evolve, and local and federal laws change, over time.

Sarah also partners with business owners to help determine and plan for ownership succession in a manner that serves their vision for the future of their company.

Publications, Presentations & Recognitions

Presentations

  • “Planning with Retirement Benefits in 2020: What You Need to Know About the SECURE Act,” CLE Program, Rochester, New York (February, 2020).

Recognitions

  • Best Lawyers: Ones to Watch, Best Lawyers (2023-2024)
  • Illinois Super Lawyers – Rising Star (2022)

Boards, Memberships & Certifications

  • Chicago Estate Planning Council, Member

Professional Activities

Sarah maintains a robust pro bono practice, most recently focusing on immigration rights for unaccompanied minors.

Life Beyond the Law

Sarah volunteers her time with Chicago HOPES for Kids, and enjoys traveling and cooking with her husband and their dog, Ash.

Perspectives