Sandra Sepúlveda is a partner in the Firm’s Estate Planning Group.
Ms. Sepúlveda is a skilled estate planning attorney who provides comprehensive legal guidance to individuals and families across all wealth levels, with a particular focus on high-net-worth clients and strategic wealth transfers.
With extensive experience in trusts, tax-efficient wealth transfer strategies, asset protection, and business succession planning, Ms. Sepúlveda works closely with clients to craft tailored plans that safeguard their legacies and minimize potential legal and financial risks. Whether assisting business owners, professionals, or multi-generational families, Ms. Sepúlveda’s approach to helping her clients preserve their wealth strives to honor each client’s unique values and goals.
Ms. Sepúlveda advises clients with respect to their estate planning through preparation and implementation of tax-efficient plans for wealth preservation and transfers, including revocable living trusts, strategic gifting plans, irrevocable life insurance trusts, grantor retained annuity trusts and others. In addition, she helps families administer those plans and assists in probate administration when necessary.
Committed to making estate planning accessible and approachable, Ms. Sepúlveda takes pride in educating clients on their options and empowering them to make informed decisions. Her client-centered approach ensures that each estate plan reflects the client's wishes while providing long-term security for future generations.
Fluent in Spanish, Ms. Sepúlveda is dedicated to serving a diverse clientele, ensuring that language is never a barrier to effective estate planning.
