Susan works closely with clients to protect their families and create their legacies. Her practice involves developing and implementing plans that are both practical and tax efficient for wealth transfer, business succession and charitable giving.
Susan is lead partner in the San Francisco and Palo Alto offices for the Private Clients, Trusts and Estates practice group. In this capacity, she represents individuals, couples, multi-generational families and professional fiduciaries involved in all aspects of estate planning and estate and trust administration, including related dispute resolution and nonprofits. Clients include private equity, venture capital and hedge fund managers, founding investors in technology companies, senior executives in Fortune 500 companies, family business owners, partners in legal and accounting firms, and beneficiaries of inherited wealth. Many of Susan’s clients have ties to countries other than the United States.
In addition to her work with traditional families, Susan has been at the forefront of planning for families headed by same-sex partners since California first began granting spousal-level rights to gay and lesbian couples. As federally recognized marriage has become a reality for all who live in this country, Susan and her team are well positioned to help their same-sex clients navigate the range of choices now available to them. This includes implementing planning to protect LGBT families from the harm that can result from the unevenness of the current laws around the world.
Susan also advises her clients with respect to premarital planning. Susan has become an authority on the premarital planning issues that arise for gay and lesbian couples and is able to help her clients make informed decisions regarding choice of law and choice of venue for dissolution and division of property in the event of divorce.