Suzanne's practice is concentrated in estate and gift taxation and planning, business succession planning, asset protection planning, charitable tax planning, elder care law and planning for beneficiaries with special needs. Suzanne handles a variety of matters relating to estate and gift tax minimization and asset protection strategies, family wealth transfers and planning giving techniques for charitable gifts. Such matters include wills, revocable trusts, family limited partnerships and limited liability companies, installment sales, grantor retained annuity trusts, residence trusts, private family foundations, charitable remainder and charitable lead trusts as well as the special planning issues that arise with retirement plans and individual retirement accounts. Suzanne also represents individuals and family business owners involved in real estate development, manufacturing, health care, financial services and many other industries and is familiar with the tax issues and opportunities unique to each profession. In addition, she has significant experience in assisting families with special needs due to elder care issues and issues arising in families with disabled children.
Education
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B.A., in Economics and Political Science, summa cum laude, Youngstown State University, 1987
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J.D., summa cum laude, Case Western Reserve School of Law, 1990
Admitted to Practice
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Ohio, 1990
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Kentucky, 2005
Professional Memberships and Affiliations
- Adjunct Professor of Law, University of Cincinnati Law School, 1998 to present, Teaching courses in Estate Planning and Gift and Estate Tax
- Cincinnati Bar Association
- Ohio State Bar Association
- Kentucky State Bar Association
Professional Leadership
- Order of the Coif
- Edwin Halter Merit Scholar
- Editor, Case Western Reserve Law Review
Honors and Awards
- Selected for inclusion in Ohio Super Lawyers® in the field of Estate Planning and Probate, 2004-2010
- Worth Magazine/The Robb Report – Top 100 Estate Planning Attorney in the Nation, 2005-2007, 2009
- Selected for inclusion in The Best Lawyers in America® 2003-2010 in the field of Trusts and Estates Law
- Selected for inclusion in the Cincy "Leading Lawyer" list, Cincy Magazine, 2006-2010
Civic and Charitable Involvement
- Northern Kentucky Chamber of Commerce, Board of Advisors
- Salmon P. Chase College of Law, Board of Visitors
- Northern Kentucky Community Foundation, Board of Trustees
- United Way, Alexis de Tocqueville Society, Founding Member of Cincinnati Women's Leadership Initiative
- Boys & Girls Clubs of Greater Cincinnati/Northern Kentucky, Chairman of the Board of Trustees, 2009-2010
Selected Publications and Presentations
- Kentucky Estate Planning, Wills and Trusts Library: Forms and Practices Manual. Publisher: Data Trace Publishing Company
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