Partner, Individual Client Services Group. Member, Executive Committee. Provides high-net-worth individuals with services in the following areas: estate planning, estate administration, charitable giving and organizations, family law and litigation. In the estate planning area, she creates sophisticated plans, including for possible incapacity or institutionalization, and analyzes different inter vivos and testamentary gift-giving options in the context of various income, gift and estate tax laws. Sue also oversees all aspects of the administration of small and large estates, including representing clients in Internal Revenue Service and state estate tax audits. Sue develops and implements charitable giving plans, negotiates contributions to charitable organizations and oversees the administration of tax-exempt organizations.
Fellow, American College of Trust and Estate Counsel; Board Member and Officer, The JPB Foundation; Board Member, Harold and Mimi Steinberg Charitable Trust; Member, Planned Giving Advisory Committee, Museum of Modern Art; Member, Planned Giving Advisory Council, New York Historical Society; Member, Committee on Trust and Estate Gift Plans, The Rockefeller University; Former David Rockefeller Fellow, New York City Partnership and Chamber of Commerce.
Columbia Law School, J.D., Harlan Fiske Stone Scholar, Columbia Law Review (Editor); Tufts University, B.A., summa cum laude, Phi Beta Kappa.