Sara Shusterman Email and Phone Number
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Sara Shusterman personal email
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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.
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Senior Wealth Planning StrategistBmo Wealth Management - U.S. Jul 2023 - PresentChicago, Illinois, Us -
AssociateFaegre Drinker Oct 2020 - Jun 2023Global, Us -
AssociateKirkland & Ellis Jul 2019 - Aug 2020Chicago, Illinois, UsI 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. -
AssociateDrinker Biddle & Reath Llp Sep 2016 - Jul 2019Philadelphia, Pa, UsI 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. -
Legal InternCenter For Women In Law Jun 2014 - May 2016Coordinated 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.
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RepresentativeKaplan Bar Review Oct 2013 - May 2016New York, Ny, UsRepresentative of Kaplan at The University of Texas School of Law. Helped students make informed decisions about the MPRE and Bar Classes. -
Summer AssociateDrinker Biddle & Reath Llp May 2015 - Jul 2015Philadelphia, Pa, Us -
Judicial ExternFederal District Court For The Northern District Of Illinois May 2014 - Aug 2014Researched 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.
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Sales LeadAnn Inc. Jan 2013 - Aug 2013New York, Ny, UsManaged a team of sales associates to meet or exceed daily sales goals while providing upper level customer service. -
Account Coordinator, Project ManagerJayne Agency Jul 2012 - Dec 2012Highland Park, Il, UsDrafted 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. -
Server & BaristaThe Happy Cappuccino Apr 2012 - Jun 2012Cashier and preparer of specialty beverages at a locally owned coffee shop.
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InternJayne Agency Jun 2011 - Dec 2011Highland Park, Il, UsWorked with the account and project management team at a small advertising agency in Chicago. -
Research AssistantUnion College Jun 2010 - Sep 2010Schenectady, Ny, UsWorked 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. -
Skating InstructorPark District Of Highland Park Sep 2005 - Jun 2009Highland Park, Il, UsWorked 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
Sara Shusterman Education Details
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The University Of Texas School Of LawDoctor Of Law (J.D.) -
Washington University In St. LouisTax Law/Taxation -
Union CollegeModern Language: Spanish And French -
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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