Sara Shusterman

Sara Shusterman Email and Phone Number

Senior Wealth Planning Strategist @ BMO Wealth Management - U.S.
Sara Shusterman's Location
Chicago, Illinois, United States, United States
Sara Shusterman's Contact Details

Sara Shusterman work email

Sara Shusterman personal email

About Sara Shusterman

Sara Shusterman is a Senior Wealth Planning Strategist at BMO Wealth Management - U.S.. She possess expertise in public speaking, critical thinking, legal writing, customer service, social media and 8 more skills. She is proficient in French.

Sara Shusterman's Current Company Details
BMO Wealth Management - U.S.

Bmo Wealth Management - U.S.

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Senior Wealth Planning Strategist
Sara Shusterman Work Experience Details
  • Bmo Wealth Management - U.S.
    Senior Wealth Planning Strategist
    Bmo Wealth Management - U.S. Jul 2023 - Present
    Chicago, Illinois, Us
  • Faegre Drinker
    Associate
    Faegre Drinker Oct 2020 - Jun 2023
    Global, Us
  • Kirkland & Ellis
    Associate
    Kirkland & Ellis Jul 2019 - Aug 2020
    Chicago, Illinois, Us
    I worked in the Trusts and Estates group drafting and implementing estate planning instruments and family business agreements for high-net-worth individuals and families. I implemented tax efficient transfers, including gifting of carried interests and other hard-to-value or hard-to-transfer assets.I researched tax consequences of complex transfers (e.g. application of Section 2702 special valuation rule). I researched and advised on retirement planning and beneficiary designations as a result of the SECURE Act.I counseled client-businesses on the creation and administration of disaster relief programs and corporate foundations.
  • Drinker Biddle & Reath Llp
    Associate
    Drinker Biddle & Reath Llp Sep 2016 - Jul 2019
    Philadelphia, Pa, Us
    I worked in the Private Client Group with individual clients and tax exempt entities. I drafted various estate planning instruments, including wills, trusts, durable powers of attorney and advanced directives for health care. I also implemented various tax-efficient transfers.I drafted formation documents and provided administrative counsel for various tax exempt entities, including private foundations, private operating foundations, and public charities.
  • Center For Women In Law
    Legal Intern
    Center For Women In Law Jun 2014 - May 2016
    Coordinated the drafting and submission of a consortium's public letter to a government agency during the proposed rule making comment period. Supported the Center for Women in Law in planning and executing the 2015 Women in Power Summit.Worked as a teaching assistant for the Women in Law Reading Group class.
  • Kaplan Bar Review
    Representative
    Kaplan Bar Review Oct 2013 - May 2016
    New York, Ny, Us
    Representative of Kaplan at The University of Texas School of Law. Helped students make informed decisions about the MPRE and Bar Classes.
  • Drinker Biddle & Reath Llp
    Summer Associate
    Drinker Biddle & Reath Llp May 2015 - Jul 2015
    Philadelphia, Pa, Us
  • Federal District Court For The Northern District Of Illinois
    Judicial Extern
    Federal District Court For The Northern District Of Illinois May 2014 - Aug 2014
    Researched a variety of civil and criminal legal issues and drafted bench memoranda. Observed daily courtroom proceedings, trials, settlement conferences, and 7th Circuit appellate oral arguments.
  • Ann Inc.
    Sales Lead
    Ann Inc. Jan 2013 - Aug 2013
    New York, Ny, Us
    Managed a team of sales associates to meet or exceed daily sales goals while providing upper level customer service.
  • Jayne Agency
    Account Coordinator, Project Manager
    Jayne Agency Jul 2012 - Dec 2012
    Highland Park, Il, Us
    Drafted an employee handbook.Maintained daily external communications with clients and internally managed client timelines and deliverables.Assisted with drafting scopes of works and proposals. Monitored government and corporate websites for RFPs. Maintained government diversity certifications.
  • The Happy Cappuccino
    Server & Barista
    The Happy Cappuccino Apr 2012 - Jun 2012
    Cashier and preparer of specialty beverages at a locally owned coffee shop.
  • Jayne Agency
    Intern
    Jayne Agency Jun 2011 - Dec 2011
    Highland Park, Il, Us
    Worked with the account and project management team at a small advertising agency in Chicago.
  • Union College
    Research Assistant
    Union College Jun 2010 - Sep 2010
    Schenectady, Ny, Us
    Worked with a professor in the computer science department to conceptualize and create a computer program designed for use with children on the autism spectrum. I then helped run the one month clinical trial to test the effectiveness of the program prototype.
  • Park District Of Highland Park
    Skating Instructor
    Park District Of Highland Park Sep 2005 - Jun 2009
    Highland Park, Il, Us
    Worked as an on-ice figure skating and ice hockey instructor, providing group and private lessons to children aged 2-14. I also assisted with planning and supervision of birthday parties, ice shows and other events held at Centennial Ice Arena.

Sara Shusterman Skills

Public Speaking Critical Thinking Legal Writing Customer Service Social Media Microsoft Office Sales Management Event Planning French Spanish Leadership Research

Sara Shusterman Education Details

  • The University Of Texas School Of Law
    The University Of Texas School Of Law
    Doctor Of Law (J.D.)
  • Washington University In St. Louis
    Washington University In St. Louis
    Tax Law/Taxation
  • Union College
    Union College
    Modern Language: Spanish And French
  • Highland Park High School
    Highland Park High School

Frequently Asked Questions about Sara Shusterman

What company does Sara Shusterman work for?

Sara Shusterman works for Bmo Wealth Management - U.s.

What is Sara Shusterman's role at the current company?

Sara Shusterman's current role is Senior Wealth Planning Strategist.

What is Sara Shusterman's email address?

Sara Shusterman's email address is sa****@****ker.com

What schools did Sara Shusterman attend?

Sara Shusterman attended The University Of Texas School Of Law, Washington University In St. Louis, Union College, Highland Park High School.

What are some of Sara Shusterman's interests?

Sara Shusterman has interest in Museums, Civil Rights And Social Action, Gourmet Cooking, Chicago Blackhawks, Travel, Knitting.

What skills is Sara Shusterman known for?

Sara Shusterman has skills like Public Speaking, Critical Thinking, Legal Writing, Customer Service, Social Media, Microsoft Office, Sales, Management, Event Planning, French, Spanish, Leadership.

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