Sarah Constantine

Sarah Constantine is an accomplished trusts and estates attorney who focuses her practice on counseling high net worth domestic and international individuals, family offices, fiduciaries and closely held businesses. With deep experience in both U.S.-based and cross-border estate and tax planning, Sarah advises on a wide range of wealth preservation strategies, with a particular emphasis on U.S. income and transfer tax planning and minimizing U.S. estate and gift tax exposure.

Her practice includes helping international clients develop tax-efficient strategies for U.S.-based investments, addressing complex U.S. income and transfer tax issues, and handling matters related to trust and probate administration. Sarah’s strengths extends to pre-immigration and expatriation planning, tax planning for Bona Fide Residents of Puerto Rico, as well as asset protection planning and inbound and outbound investment strategies for global clients.

Sarah is also experienced in navigating IRS, state, and local tax controversies, guiding clients through compliance with U.S. tax laws and reporting obligations. Her comprehensive approach ensures that her clients’ wealth is preserved across borders and generations.

In addition to serving individuals and families, Sarah has a deep commitment to philanthropy, often providing counsel to public charities, private foundations and other tax-exempt organizations on tax compliance, governance, and general corporate matters. She specializes in creating and advising on charitable foundations and trusts, ensuring compliance with excise tax rules and identifying tax-effective donation strategies. Her background in public service, including roles in corporate philanthropy and public health, informs her approach to nonprofit governance and charitable giving strategies.