- Business succession planning
- Closely held and family business
- Trust and estate planning and litigation
- Charitable gift planning
She has a strong track record of helping clients navigate complex legal matters while staying focused on what truly matters to them—their legacy.
Whether a first-generation family business or a multi-generational enterprise, Sally works closely with business owners to develop thoughtful succession plans that ensure a smooth transition to younger generations, third-party buyers, management or employees. She clarifies the decision-making process, helping clients make confident choices without becoming overwhelmed by the complexities. Her approach simplifies even the most intricate estate planning and business succession issues, ensuring clients remain in control and focused on their long-term goals.
Clients also turn to Sally for her ability to connect personally. Whether advising on lifetime gifting, developing a transition plan, charitable planning or fiduciary litigation, she represents corporate and individual trustees and family offices, building strong relationships with those she serves. Her hands-on approach and commitment to client success make her an indispensable partner in achieving peace of mind.
Sally has led legal teams in high-stakes fiduciary cases, including a groundbreaking decision in the Minnesota Supreme Court. She has represented businesses in a variety of industries, including:
- Automotive and trucking
- Bank holding company owners
- Distribution
- Excavating
- Manufacturing
- Wholesale grocery
Sally’s dedication to clients and ability to deliver tailored legal solutions have earned her a reputation as a go-to counsel for those seeking to protect their wealth, preserve their legacy and achieve long-term business success.