Susan Rothwell is a member of Dunnington’s estates, trusts and private clients practice group, as well as its charitable, not-for-profit and religious institutions practice group. She advises clients on estate and tax planning for wealth preservation and prepares wills, trusts and other vehicles to achieve client goals. She assists clients with strategies to protect assets, minimize taxes and transfer wealth to future generations. For clients who wish to make charitable donations, she advises on strategies that benefit the charity while maximizing tax benefits to the donor.
Ms. Rothwell advises foreign nationals owning property in New York as well as New York residents owning property in other countries. She assists in planning to minimize transfer taxes and ensure that property will be transferred to beneficiaries with a minimum of cost and delay.
To avoid the financial and emotional costs of litigation, Ms. Rothwell works closely with clients to foresee and manage future conflict among family members upon the death of a client. She also works with Executors and Trustees on tax, fiduciary and estate and trust administration matters. She provides assistance to small business owners with estate and succession planning.
In the not-for-profit area, Ms. Rothwell counsels clients on exempt status, planned giving and tax issues.
Ms. Rothwell is a frequent lecturer and writer on estate planning topics.
Ms. Rothwell is a member of STEP, an international organization of estate and financial planners, the Mediation Committee of the New York Bar Association and the New York City Bar Association. She received her Juris Doctor degree from Columbia Law School and an LL.M. in Taxation from New York University School of Law. She also received a Master of Business Administration and a Bachelor of Arts degree from Columbia University.