Atty. Sara Page Waugh
Sara Page Waugh's practice is focused on estate planning, trust and estate administration, charitable planning, business succession planning, and tax planning for high net-worth individuals. As a member of the North Carolina and Florida state bars, Sara Page advises clients in both states with respect to their tax and estate planning needs.
Profile Summary
About Sara Page Waugh at a glance
Sara Page Waugh is a trusts, family law, and business attorney based in Charlotte, North Carolina, practicing at Moore & Van Allen PLLC. Educated at University of Virginia (J.D., 2015). Recognitions include Best Lawyers in America — Closely Held Companies and Family Businesses Law (2026), Best Lawyers in America — Trusts and Estates (2026), and Best Lawyers in America — in America (2026). Serands clients in Charlotte, NC and the surrounding metropolitan area.
Want to Get Service From This Attorney?
Sign up free and choose one of the two methods below.
Have a legal question? Sign up free, submit it through the Ask the Attorney module and receive a focused answer from a specialist.
- Free to ask a question
- Answers from specialist attorneys
- Optional private / anonymous question
Request an online video meeting or an in-person consultation at the attorney's office. Pick a time that works for you and share the details securely.
- Online video meeting
- In-person at the attorney's office
- Secure messaging and payment
About
- Sara Page Waugh's practice is focused on estate planning, trust and estate administration, charitable planning, business succession planning, and tax planning for high net-worth individuals
- As a member of the North Carolina and Florida state bars, Sara Page advises clients in both states with respect to their tax and estate planning needs
- Her practice includes the preparation and implementation of wills, revocable trusts, and financial and health care powers of attorney
- Sara Page also employs sophisticated tax planning techniques to support her clients’ tax planning, including the creation and ongoing administration of irrevocable trusts such as grantor retained annuity trusts (GRATs), spousal lifetime access trusts (SLATs), and multi-generational generation-skipping transfer (GST) tax exempt dynasty trusts
- In order to most effectively meet her clients’ goals, Sara Page often utilizes family business entities, including limited partnership and limited liability companies
- As part of a comprehensive estate plan, Sara Page assists her clients in the succession of management and ownership of closely-held business interests through the implementation of buy-sell arrangements and life insurance arrangements in addition to the creation of bifurcated ownership structures which allow for the transfer of controlling management interests and non-controlling equity interests
- She works closely with accountants, business managers, life insurance advisers, corporate fiduciaries, and financial advisers to formulate and implement creative solutions to her clients’ objectives
- Sara Page also works to achieve her clients’ charitable goals
- Her practice includes the formation of non-profit corporations, private foundations, and charitable trusts, the application for tax-exempt status, and advice and counsel regarding ongoing compliance with state and federal requirements for tax-exempt organizations
- Sara Page’s practice also includes the preparation and review of federal gift and estate tax returns and the representation of clients before the Internal Revenue Service
Practice Areas Explained
Sara Page Waugh's Areas of Practice
Each practice area below reflects the types of cases Sara Page Waugh handles, with a brief overview of what that area of law covers.
Sara Page Waugh is one of 104,171 trusts attorneys indexed nationally. Browse trusts attorneys in North Carolina →
Family law attorneys handle divorce, child custody, child support, adoption, prenups, and protective orders. Find verified family lawyers near you.
Sara Page Waugh is one of 187,066 family law attorneys indexed nationally. Browse family law attorneys in North Carolina →
Business attorneys advise founders and growing companies on entity formation, contracts, financing, M&A, and dispute resolution.
Sara Page Waugh is one of 501,317 business attorneys indexed nationally. Browse business attorneys in North Carolina →
Jurisdictional Context
Why local counsel matters in North Carolina
Practicing law in North Carolina. Legal matters in North Carolina are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantive law. Cases originating in Charlotte are typically filed in the local municipal court or the appropriate North Carolina state district court, depending on subject matter and amount in controversy. An attorney licensed in North Carolina brings working knowledge of local procedural deadlines, judicial practices in this andnue, and the substantive law that applies to cases brought here. Out-of-state attorneys generally cannot represent clients in North Carolina courts without local counsel or pro hac vice admission.
Looking for additional North Carolina attorneys? Browse all attorneys in Charlotte or all attorneys in North Carolina.
Frequently Asked
Common questions about Sara Page Waugh
Where is Sara Page Waugh's law office located?
What practice areas does Sara Page Waugh handle?
Where did Sara Page Waugh go to law school?
How can I contact Sara Page Waugh for a consultation?
What awards or recognition has Sara Page Waugh received?
Education
Awards
Reviews
No reviews yet.