Susanna is a partner in the private client and tax team.
Susanna brings expertise in all aspects of estate and gift tax planning and trust administration. Certified by the State Bar of California Board of Legal Specialization as a legal specialist in estate planning, trust and probate law, Susanna advises individuals and families on sophisticated wealth transfer strategies designed to minimize tax exposure while preserving family legacies.
Her practice includes basic and advanced estate planning, post-death trust administration and advising on California property tax issues. Susanna regularly advises clients on charitable gifting strategies, including the design and implementation of charitable trusts to help them achieve their philanthropic goals while maximizing tax benefits. She also advises clients with assets and family connections outside of the United States and is able to navigate the complex legal and tax considerations that arise in multi-jurisdictional planning, ensuring seamless solutions for families with global footprints.
Before focusing on private client work, Susanna practiced as a corporate attorney at a global law firm, advising private equity and real estate investment managers on fund formation and SEC compliance matters. This background gives her a unique perspective on integrating business and personal wealth planning for clients with complex asset structures.
Susanna serves on the executive committee of the Los Angeles County Bar Association’s Trusts and Estates Section, serves on the professional advisory council for the LA Philharmonic, and is a frequent speaker at national and regional conferences, including for the American Bar Association Tax Meeting, USC Trusts and Estate Conference, UCLA/CEB Estate Planning Institute and California Lawyers Association. She is passionate about educating both professionals and clients on evolving estate planning strategies and legal developments, ensuring they are well-positioned to protect and grow their wealth across generations and borders.