Überblick
Margaret E. Sanne advises ultra-high-net-worth individuals and multigenerational families, family offices, private trust companies, and corporate fiduciaries on trust and estate planning, helping them navigate complex planning and administration matters with proactive, strategic guidance.
Margaret counsels clients on all aspects of estate, gift, and charitable planning, corporate governance, and business succession strategies. She has extensive experience advising family offices and private trust companies on their unique planning needs, including structure and governance matters, succession planning, fiduciary risk management, trust and estate administration, transfer and income tax planning, and internal operations.
Additionally, Margaret advises individual and corporate fiduciaries on complex estate and trust administration, post-death administration, and probate and guardianship proceedings. She regularly represents clients in a wide range of private client disputes, including will and trust contests, beneficiary disputes, divorce-related trust issues, and tax and charitable controversies.
Referenzmandate
- Routinely counsels family office and private trust company clients on a variety of ongoing complex matters involving trust and estate administration, charitable giving, wealth transfer transactions, and investment structures
- Structured and implemented numerous wealth transfer transactions involving specialized assets, including aircraft, yachts, horses, real estate, and closely held businesses
- Managed the administration of numerous estates valued from $50 million to more than $1 billion, including preparing and filing state and federal estate tax returns, implementing post-death planning techniques, administering probate assets, and resolving post-death disputes and claims
- Successfully handled and resolved an Internal Revenue Service and state estate tax audit for an estate valued in excess of $1 billion
- Represented multigenerational families in the implementation of family office restructuring
Qualifikation
Education
Loyola University Chicago School of Law, JD, magna cum laude, 2010
American University, BA, cum laude, 2005
Admissions
Illinois
