Summary

Susan chairs the firm’s Private Client practice. She works extensively with clients on estate planning, wills, trusts, powers of attorney and health care advance directives, probate, and related estate, gift and income tax advising. She enjoys working with a wide range of family businesses on their succession planning. Techniques she uses include establishing and transferring family LLCs and limited partnerships, setting up GRATs and creating generation-skipping and dynasty trusts. She has a particular interest in working with art and collectibles, including donations to charities.

Susan received her B.A. in history in 1982 from Yale University and her J.D. in 1986 from Northwestern University School of Law, where she served on the Northwestern University Law Review. She is an elected fellow in the American College of Trust and Estate Counsel, and she is certified by the Ohio State Bar Association Specialty Board as a specialist in Estate Planning, Trust and Probate Law. In addition, Susan is past president of the Cincinnati Estate Planning Council and past chair of the Estate Planning and Probate Committee of the Cincinnati Bar Association. She has taught estate planning as an adjunct professor of law at the University of Cincinnati College of Law.

Susan currently serves on the board of trustees of the Ohio Justice and Policy Center, and she is a former board member and treasurer of the Mercantile Library. Susan participated in the 2006-2007 class of the Leadership Cincinnati training program conducted by the Cincinnati USA Regional Chamber. In addition, she is listed as an Ohio Super Lawyer from 2004-2017, is recognized in Chambers HNW and has been listed since 2008 in Best Lawyers in America.

Awards

  • Honoree, Chambers HNW Private Wealth Law (2016, 2017)

  • Honoree, Trusts and Estates - Best Lawyers in America (2006-present)

  • Honoree, Ohio Super Lawyers (2004-present)

  • AV Peer Review Rating (LexisNexis/Martindale-Hubbell)

  • Graduate, Class of 2006-2007 - Leadership Cincinnati

All Service Areas

Education

  • Northwestern University School of Law (1986)
  • Yale University (1982)

Admissions

  • State - Ohio

Professional Affiliations

  • American College of Trust and Estate Counsel (Fellow)
  • Ohio State Bar Association (Certified as specialist in Estate Planning, Trust and Probate Law)
  • Cincinnati Estate Planning Council (Past President)
  • Cincinnati Bar Association (Past Chair, Estate Planning and Probate Committee)