Summary

Sarah is an experienced litigator who works closely with her clients to guide them through commercial, appellate, and probate litigation. She has represented a wide range of clients, including individuals, nonprofits, banks, financial institutions, and insurance companies through a variety of disputes.

Sarah works with clients to mitigate risk and encourages clients to take protective measures to manage the risk of legal action. She counsels fiduciaries on risk management and advises nonprofits on compliance with the Uniform Prudent Management of Institutional Funds Act (UPMIFA). She also assists businesses and organizations with child guests in developing child-protection policies to safeguard visitors, manage risk, and comply with insurance policy requirements

Sarah has litigated trust, probate, and fiduciary disputes in state, federal, and appellate courts across the country. She regularly advises and represents corporate fiduciaries and charitable nonprofits in:

  • Asset protection litigation.
  • Will and trust contests, modifications, and construction/reformation actions.
  • Breach of fiduciary duty and fiduciary removal actions.
  • Business and asset valuation disputes.
  • Contests of inter vivos transfers.
  • Accounting contests.
  • Charitable trusts and foundation disputes.
  • Power-of-attorney disputes and guardianships.

Sarah’s business litigation experience includes antitrust and real estate disputes as well as cases involving shareholder disputes, breach of licensing/contract, fraudulent inducement, insurance coverage, and other business matters.

She also has extensive experience representing clients in the insurance industry and she understands the business issues at stake for insurers. Sarah represents insurance companies in matters involving coverage disputes, interpleaders, negligent underwriting and privacy claims, enforcement actions, and multidistrict litigation in antitrust cases. She has also defended companies that provide health, life, home, auto, and business insurance products in state, federal, and appellate courts.

Sarah serves on the Steering Committee for the Guardianship and Technology project, which was established by the National Center for State Courts (NCSC) along with National Guardianship Network Partners including the American Bar Association Commission on Law and Aging (ABA-COLA) and the National Disability Rights Network (NDRN). The goal is to establish business and technical requirements to increase the ability of courts to monitor guardianships and conservatorships.

An integral part of Sarah’s career has been providing pro bono legal services. She is committed to reducing the abuses that unfortunately occur under guardianships and has provided hundreds of hours for individuals under guardianships. Sarah worked on a subcommittee of the Indiana State Bar Association’s (ISBA) Probate Review Committee to draft legislation (now codified in Indiana Code Section 29-3-9-6) requiring guardians to provide notices of accountings to an incapacitated person’s close family members. As a member of the ISBA’s Guardianship Registry Committee, she collaborated on developing the online registry of Indiana guardians, which provides for more oversight of guardians.

Sarah has also represented individuals with mental health disabilities to protect constitutional due process rights, including achieving a successful ruling from the Indiana Court of Appeals that a court-appointed guardian is required to give an individual notice and opportunity to be heard before depriving him of property.

Sarah graduated from Indiana University – Bloomington and received her law degree from the Indiana University Maurer School of Law, magna cum laude. She was a law clerk for the Hon. Paul D. Mathias, Indiana Court of Appeals, from 2006-2007.

Awards

  • American College of Trust and Estate Counsel (ACTEC) Fellow

  • Honoree, Best Lawyers in America, Commercial Litigation, Litigation – Trusts and Estates (2023 – 2024)

  • Distinguished Fellow, Indianapolis Bar Foundation

  • Honoree, Leadership in Law Up and Coming Lawyer, The Indiana Lawyer (2016)

  • Honoree, Indiana Super Lawyers — Rising Star, Estate & Probate (2016)

  • Recipient, Outstanding Young Lawyer, Indiana State Bar Association (2013)

  • Finalist, Indy’s Best and Brightest Awards, Law Category (2013)

  • Recipient, Practicing Attorney Aiding Individuals Pro Bono Award, Indianapolis Bar Association (2011)

All Service Areas

Education

  • Indiana University Maurer School of Law (2006)
  • Indiana University (2003)

Admissions

  • State - Indiana
  • Federal - U.S. Court of Appeals for the Seventh Circuit
  • Federal - Northern District of Indiana
  • Federal - Southern District of Indiana

Speeches and Publications

Co-Author, “Implications for Race-Based Grant Making: American Alliance for Equal Rights v. Fearless Fund,” Pro Bono Partnership of Ohio, Sept. 5, 2024.

Professional Affiliations

  • American Bar Association

    Member, Real Property, Trust and Estate Law Section

  • American Bar Association Commission on Law and Aging

    Member, Steering Committee Member, Guardianship and Technology Project

  • American College of Trust and Estate Counsel

    Fellow

  • Indiana State Bar Association

    Member, Probate Review Committee; Litigation Section; and Appellate Practice Section
    Chair, Probate, Trust & Real Property Section, 2014-2015
    Guardianship Registry Committee, 2011-2015
    Legal Ethics Committee, 2010-2013
    Improvements in the Judicial System Committee, 2010-2012
    Coordinator, Elder Law Month Initiative, Probate, Trust & Real Property Section, 2011-2012

  • Indianapolis Bar Association

    Member, Estate Planning and Administration Section’s Executive Council
    Bar Leaders Program, 2013-2014

Community Involvement

  • Humane Society of Indianapolis

    Board Member, 2014-2020

  • Impact 100 of Greater Indianapolis

    Environmental Focus Committee, 2010-2012
    Health and Wellness Committee, 2010-2012

  • Hoosier Heartland Resource Conservation and Development Council

    Executive Board, 2009-2011
    Secretary, 2010

  • Hank Heron Kids Club (Central Indiana Land Trust)

    Founding member and feature writer

  • Wayne Township 4-H

    Advisory Board, 2006-2010