Susan’s business law practice focuses on formation and compliance, succession planning, sales and acquisitions, and other transactional matters. Susan has formed and counseled business entities of varying sizes and purposes, from both closely‐held family enterprises to 501(c)(3) nonprofit public benefit organizations to project‐specific vehicles for asset protection purposes. With experienced and timely counsel, Susan guides her clients through the ups and downs of operating a business to keep the clients’ focus and efforts on growing the business.
Her business succession practice naturally expanded into estate planning and trust administration for individuals. Susan believes that a carefully crafted estate plan is essential for everyone to avoid probate, to communicate one’s wishes to loved ones, and to plan for unexpected life events. She advises on more advanced planning techniques to reduce or eliminate estate tax liability and to achieve philanthropic or charitable goals, among others. For business owners in particular, the need for estate planning is even greater to ensure proper coordination of documents, advisors, stakeholders, and timing with succession planning for ownership and management of the business. Susan’s expertise in both business law and estate planning makes her uniquely suited to assist business owners in successfully transferring their life’s work to the next generation.
Susan devotes time away from the office to her husband and two young children, taking full advantage of the family friendly activities available in the greater Sacramento area and beyond.
University of California at Davis, King Hall Law School, J.D.
University of California at Berkeley, B.A.
• 100+ Women Who Care – Yolo County, member
• Flying I Toastmasters – Vice President of Education
• Sacramento Estate Planning Council, former member
• Sacramento County Bar Association, member
• State Bar of California Business Section, member
• State Bar of California Trusts & Estates Section, member