Susan joined the firm in September 2017. She oversees the probate and trust administration process, which includes providing support to the firm’s trusts and estates practice and managing the firm’s probate paralegals and trust administration process.
Susan previously worked with U.S. Trust, where she managed estate settlement for the East Coast and with Northern Trust and Bank of America N.A. She also has prior experience as an estate and trust attorney. She obtained an LL.M. in taxation from the University of Alabama, a J.D. from the Florida State University College of Law, and a B.S. from the United States Naval Academy. Additionally, she is a Certified Financial Planner (CFP), which affords her additional insight to assist with fiduciary administration.