Sue is a trusts and estates attorney.
Sue focuses on helping families develop personalized, tax-efficient estate plans using current estate planning methodologies. She also handles estate administrations. She has considerable experience in preparing 706 estate tax returns, administering trusts and estates consisting of closely held businesses, and implementing complex post-mortem planning techniques.
Sue has developed a niche practice representing foreign clients with respect to their U.S. estate and gift tax planning. She handles estate administrations, including administrations for foreign clients with U.S. interests. She has extensive experience establishing and working with private family foundations.
Sue joined the firm in 1993 immediately after receiving her LL.M. in taxation from the University of Florida.
- All Faiths Food Bank Foundation, Past President and Board Member
- Martindale-Hubbell, AV Preeminent
Florida Trend, Legal Elite