Susan C. Skelley

Susan C. Skelley is a principal of the firm. She provides comprehensive estate planning advice to individuals and families, and takes an active role in trust and estate administration.

Susan collaborates with clients on the development of tax-efficient estate plans that also achieve the clients’ non-tax goals. She also counsels clients regarding the creation and administration of tax-exempt charitable giving vehicles. She develops wealth transfer strategies for clients using techniques that include GRATs, sales to intentional grantor trusts and qualified personal residence trusts.

Susan’s practice also includes advising trustees on the resolution of complex tax and fiduciary issues.

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