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  • California
  • Massachusetts


Susan von Herrmann


Susan von Herrmann advises individuals, families and professional fiduciaries
on all aspects of estate planning and estate and trust administration, including wealth transfer, charitable and business succession planning. She has
significant experience assisting nontraditional and blended families in
estate planning matters.


"Prenuptial Agreements for Same-Sex Couples – Taking Nonrecognition into Account," (co-author) Bloomberg BNA Tax Management, Gifts and Trusts Journal (March 13, 2014)

"Estate planning ahead of tax season," The Bay Area Reporter (Dec. 26, 2013)

"Critical Time for Same-Sex Couples to Review Estate Plans," (co-author) Daily Journal (July 5, 2013)

"What Does Same-Sex Marriage Mean for California Estate Planners?" (co-author) Daily Journal (April 24, 2013)

Estate Planning and Copyright,” (co-author) Landslide, ABA Section of Intellectual Property Law, vol. 5 no. 3 (January/February 2013)

Speeches and Presentations

"Planning for Same-Sex Couples in an Uncertain Environment," American Bankers Association's 2014 Trust and Estate Planning Briefing Series (April 3, 2014)

"It's a Whole New World: Tax and Estate Planning for Same-Sex Couples after the Demise of DOMA"

  • Bank of Hawaii, Makawao, Hawaii (Dec. 10, 2013)
  • Schiff Hardin Presentation, Chicago, Ill. (Dec. 5, 2013)
  • 50th Annual Hawaii Tax Institute, Honolulu, Hawaii (Oct. 28, 2013)
  • Hawaii Estate Planning Council, Honolulu, Hawaii (Sept. 26, 2013)
  • Fall Symposium, Financial Planning Association of Hawaii, Honolulu, Hawaii (Sept. 25, 2013)
  • Wells Fargo Regional Wealth Planning Group, San Francisco, Calif. (Sept. 24, 2013)
  • Diablo Valley Estate Planning Council, Lafayette, Calif. (Sept. 18, 2013)
  • Schiff Hardin Presentation, San Francisco, Calif. (July 18, 2013)
  • Schiff Hardin Presentation, New York, N.Y. (July 15, 2013)
  • Stonewall Bar Association of Georgia, Atlanta, Ga. (July 10, 2013)
"Key Gifting Strategies for 2012 and Beyond," Financial Planning Association of San Francisco (October 9, 2012)

"Key Gifting Strategies for 2012 and Beyond," Financial Executives Forum, Family Office Exchange (July 19, 2012)

“Tax and Estate Planning Issues Affecting Same Sex Couples,” CalCPA Education Foundation (September 11, 2011)

"Current Issues In the Estate and Tax Planning for LGBT Families," San Francisco Bar Association (September 7, 2011)

"Estate Planning Strategies for 2011 and Beyond," Merrill Lynch, Oakland, California (March 6, 2011)

"2010 Tax Legislation: What it Means for LGBT Couples and Families," Grace Cathedral/Horizons Foundation (January 20, 2011)

"Current Issues in Estate, Tax and Financial Planning Affecting Members of the LGBT Community," San Francisco Estate Planning Council (November 17, 2010)

"Estate Planning for the Blended Family," Continuing Education of the Bar, San Francisco, California (July 23, 2010)

"Politics, Religion and Discourse: A Conversation about Same Sex Marriage," Grace Cathedral (June 22, 2009)

"The Perils of Planning With Joint Tenancy for LGBT Couples and the Use of the Life Partner LLC--The Perfect Investment Vehicle," Rainbow Chamber of Commerce (April 23, 2009)

"Estate Planning for the Blended Family," East Bay Community Foundation, Oakland, California (February 24, 2009)

"LGBT Charitable Giving: Saving Taxes and Supporting Our Community," Wyndham Hotel, Palm Springs (February 10, 2009)

Click here for a full list of Speeches and Presentations


University of California, Berkeley, School of Law(J.D., 1984)
Stanford University(B.A., 1981)
Professional Memberships
American Bar Association
Real Property, Trust and Estate Law Section
San Francisco Estate Planning Council
State Bar of California
Estate Planning and Trust Administration Section
Civic and Charitable Memberships
Alta Bates Summit Foundation
Board of Delegates
Clausen House
Heritage Advisor
Grace Cathedral
Board of Trustees
Gift Planning Committee
The Point Foundation
San Francisco Board of Trustees