Sarah is a Senior Associate in the Private Client team.
She qualified in 2001 and joined Michelmores in 2006.
Sarah specialises in estate planning, wills, trusts, tax, estate administration, powers of attorney and legal issues relating to the elderly, including advice on funding for long term care. Sarah also carries out Court of Protection work and has a particular interest in advising on the protection of awards received in personal injury and clinical negligence claims.
Sarah is a member of the Society of Trust and Estate Practitioners (STEP) and serves as Secretary on the committee of the West of England branch. She is a member of STEP's Mental Capacity Special Interest Group and of the South West Court of Practice Practitioners' Group. Sarah is also Regional Co-Ordinator and an Accredited Member of the Devon and Cornwall Branch of Solicitors for the Elderly.
Sarah is one of the first group of professionals nationwide to have successfully completed the new Society of Trust and Estate Practitioners Certificate in Advising Vulnerable Clients (with distinction).
- Being appointed by the Official Solicitor as trustee of two trusts set up to hold exceptional compensation awards made by the Criminal Injuries Compensation Authority to a disabled young lady with significant care needs. Working with the family, case manager, deputy and investment managers to ensure that the young lady receives all financial help from the public purse, that the trust funds is invested to best provide for her substantial care and other needs going forward and that her care is delivered and best interests promoted as efficiently as possible.
- Advising a young man who had suffered a gunshot injury to the head whilst on active service in Afghanistan. Advising in relation to the protection of his compensation received from the Armed Forces Compensation Protection Scheme and wider estate planning issues.
- Advising the joint deputies of a young man who had suffered a brain injury at birth. Advising in respect of their application to be appointed as deputies and further in respect of an application to the Court of Protection for approval of the joint purchase of a home for the family using a combination of the deputies' own funds and part of the compensation awarded to the young man on conclusion of a claim for clinical negligence.
- Advising the parents of a young man with Downs Syndrome and living 'independently' in supported living accommodation. Advising in respect of a range of issues, including drafting a Disabled Persons Trust and appropriate Wills to ensure that their son's means-tested entitlements will not be affected by any inheritance.
- Advising the professional attorneys of a number of clients, including a young man with significant learning difficulties, a lady living with bipolar disorder and receiving care funds under the Mental Health Act, stroke survivors and individuals living with dementia.