SageTrust™ Law Group, PLLC was founded by Lori G. Booker, JD, CPA, Dawn M. Dale, JD, LLM, CFP® and Melinda Merk, JD, LLM, CFP® with the focus on providing holistic estate planning, asset protection, business planning, estate and trust administration, professional fiduciary, tax and family office services to protect and preserve wealth for individuals, families, and business owners.
They have over 75 years of combined experience in the estates and trusts and wealth preservation area, and bring a unique and diverse perspective from their work in private law practice, Big Four accounting, trust/private banking, and family office firms. This diverse perspective fosters collaborative relationships with financial advisors and their clients, and allows us to fully serve our clients’ needs.
We are admitted to practice in DC, MD, VA, PA and OH. Click here to download a summary of our bios.