Suzie is an associate in the firm’s Trusts & Estates group. Her practice primarily involves estate planning, tax planning, business succession planning, estate and trust administration; preparation of essential estate planning documents and advising clients on relevant tax-related issues. Suzie works with families to achieve a variety of estate planning objectives, including charitable planned giving, planning for families with young children, life insurance planning, succession planning for closely-held businesses. She represents fiduciaries in the administration of trusts and estates.
Suzie also has a background in corporate matters, including entity selection and formation sale, merger and acquisition transactions and the preparation, review and negotiation of business contracts, shareholder agreements, partnership agreements and operating agreements.
Outside of the office, Suzie enjoys spending time with her husband and three children.
Practice Areas
- Trusts & Estates
- Asset Protection Planning
- Charitable Gift Planning
- Estate Planning
- Estate, Trust & Probate Administration
- Family Business Succession Planning
- Fiduciary Controversies & Litigation
- General Corporate Advice
- General Taxation
