Sarah E. Uhrik

Sarah E. Uhrik is a Central Florida native, born and raised in Lake County, Florida. Sarah earned her Bachelor of Arts from the University of South Florida and her Juris Doctor from The John Marshall Law School in Chicago, Illinois.  Sarah was admitted to the Illinois Bar and the Northern District of Illinois Bar. While practicing as an Illinois attorney, Sarah focused on various aspects of civil litigation, estate planning, not-for-profit tax planning, and various aspects of corporate law, including mergers and acquisitions. During that time Sarah realized each area of her practice presented its own unique tax consequences requiring proper planning and implementation. That realization inspired her to pursue advanced studies in taxation and she earned her Master of Laws (LL.M.) in taxation, with honors. Sarah concentrated her tax studies in two fields: wealth management, transfer and succession for high net-worth clients, as well as for-profit and not-for-profit tax planning.

Sarah returned to Florida and was admitted to the Florida Bar. Shortly thereafter, she joined the estate planning team at the Lake Sumter Landing Office of McLin Burnsed. In 2021 Sarah was elected to our Board of Directors as an equity member. Her primary areas of focus are estate planning, corporate planning, and not-for-profit tax advice. Sarah works closely with financial advisors and certified public accountants to help her clients achieve their goals. 

Sarah’s unique tax planning advice includes the following areas:

• Estate planning

• Strategic lifetime gifting

• Estate tax mitigation

• Gift tax mitigation

• Estate tax return filing

• Specialty trust planning

• Retirement account reviews

• Corporate formation and tax election 

• Partnership formation

• Asset purchase and sale

• Mergers and acquisitions

• Family business succession

• Limited liability company formation and tax election

• Corporate governance and dissolution

• Charitable planning

• Not-for-profit creation and tax exemption planning

• Charitable foundation creation and governance

Sarah is dedicated to serving the community and currently serves on the Lake Sumter State College Foundation Board and is a member of the Women’s Giving Alliance. She has recently become an adjunct professor at Valencia College and a member of the Young Professionals Group of the Florida Law Network.

When not working, Sarah enjoys spending time with her daughter Ramona, son Elliot, and her husband Dr. Matthew Uhrik, D.C. Sarah enjoys traveling, photography, camping, running local 5- and 10-Ks, cooking, and going to the beach.

Areas of Practice:

• Estate Planning

• Probate

• Wills & Trusts

• Business Planning

• Tax Law