The Law Offices of Susan Taxin Baer
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      About Susan Taxin Baer, Esq. - Principal Attorney

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      Susan Taxin Baer concentrates in estate planning, trust and estate administration, and charitable giving, representing high net worth individuals as well as those of modest means.  She is a frequent lecturer and has authored articles on various estate planning topics.  

      Sue was formerly associated with the New York law firms of Weil, Gotshal & Manges and Proskauer Rose in their Trusts & Estates Departments.  She received her B.A. from the University of Wisconsin, her M.B.A. from New York University Graduate School of Business Administration, and her J.D. from Pace University School of Law.  Prior to attending law school, she was an Assistant Vice President at Manufacturers Hanover Trust Company in charge of Marketing for the Trust Division.  She has also served as an adjunct professor at Pace University School of Law. 

      Sue is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and serves on its Fiduciary Income Tax and Elder Law Committees.  She is a past Chair of the Estate and Gift Tax Committee and the Postmortem Income Tax Planning Committee of the ABA Real Property, Probate and Trust Law Section, and serves as a Vice Chair of the Estate Planning Committee of the Trusts & Estates Law Section of the New York State Bar Association.  She is also a member of trusts and estate related committees of various other bar associations and has served on the Board of the Estate Planning Council of Westchester County.  Sue was the founding president of the Westchester Women’s Bar Association Foundation, and for many years served as Chair of Pace University’s Planned Giving Advisory Board.  Since 2007, she has served as Chair of the UJA-Federation Annual Westchester Estate, Tax and Financial Planning Conference. 

      Sue has received an "AV" rating from Martingale-Hubbell Law Directory, and has been selected for inclusion in the New York Super Lawyers - Metro Edition (Estate Planning and Probate) in 2009, 2010, and 2011.


      PROFESSIONAL ACTIVITIES:
      • American Bar Association: Real Property, Probate & Trust Law Section; Committee on Estate and Gift Tax, member, past Chair; former Committee on Postmortem Income Tax Planning; Chair, former Committee on Irrevocable Trusts and Other Inter Vivos Transfers; Vice Chair;
      • American College of Trust and Estate Counsel, Fellow; 
      • Bar Association of the City of New York: former member, Committee on Trusts, Estates, and Surrogate's Courts; former member, Committee on Estate and Gift Taxation;
      • Estate Planning Council of Westchester, Inc.: former board member;
      • New York State Bar Association:  Trusts & Estates Law Section: Vice Chair, Estate Planning Committee; member, Executive Committee; member, Elder Law Section;
      • UJA-Federation of New York Westchester Estate, Tax & Financial Planning Conference, Chair, 2007, 2008, 2009, 2010, 2011, 2012
      • Westchester Bar Association: member, Executive Committee, Trusts & Estates Section;
      • Westchester Women's Bar Association:  Trusts & Estates Committee, Tax Committee; former board member and founding President, Westchester Women's Bar Association Foundation;
      • Women's Bar Association of the State of New York: former board member; former Chair, Estates and Trusts Committee

      COMMUNITY INVOLVEMENT:
      • Pace University Planned Giving Advisory Board, member and former Chair, 1997-2005;
      • UJA-Federation, Westchester Business & Professional Leaders (WB&P), Board Member; former Chair of its Women's Division and former Chair of its Benjamin N. Cardozo Society, both of which are now a part of WB&P;
      • Westchester Jewish Council (formerly Westchester Jewish Conference), Board Member and former Vice President; honoree, 2011
      HONORS: 
      • Martindale Law Directory, "AV" rated
      • New York Super Lawyers, listed in the 2009, 2010, 2011 Metro Edition
      • Prentice-Hall Publishing Company Award for Excellence in Federal Income Tax, 1983
      • American Jurisprudence Book Award for Estate Planning, 1984
      • American Jurisprudence Book Award for Commercial Transactions I, 1984
      • Who's Who Among Law Students (1985)

      PUBLICATIONS AND LECTURES: 
      • Baer, Overview of Changes in 2010, in Power of Attorney: What You Must Know About NYS Law After Revisions in 2010, at 1 (NYC Bar Course Handbook, 2011)
      • Baer, Elections Which May Affect the Final Income Tax Return of Decedent, in Understanding Estate, Gift & Fiduciary Income Tax Returns 2007, at 413 (PLI Estate Planning Practice Course Handbook Series No. 348, 2008), updated from 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008
      • Baer, Basics of Fiduciary Income Tax, in Income Taxation of Trusts and Estates, at 1 (NYC Bar Course Handbook, 2006)
      • Baer, Fiduciary Income Taxation: Tedious to Learn but Important to Know, in 36th Annual Estate Planning Institute, at 497 (PLI Estate Planning Practice Course Handbook Series No. 335, 2005), updated from 2004
      • Baer, Post-Mortem Tax Planning, in Advanced Elder Law at G1 (NYSBA CLE, Fall 2004)
      • Amoruso & Baer, Flxibility and Simplicity – The Drafting Keys After EGTRRA 2001, 36 NYSBA
      • Trusts & Estates Law Section Newsletter, (No. 3) at 18 (Fall 2003)
      • Baer, Effectively Using Defective Grantor Trusts, in Trust Your Planning: A Comprehensive Reivew of Trust Planning and Drafting Techniques (NYSBA CLE, Spring 2007), updated from Trust Planning and Taxation, Vol I at D21 (NYSBA CLE, Spring 2002)
      • McCaffrey & Baer, Estate, Gift, and Generation-Skipping Transfer Tax  Aspects of the Life Insurance Trust,   49 Inst. on Fed. Tax'n §10 (1991)
      • Avoiding Estate Depletion in the Face of Catastrophic Illness,  4 Pace L. Rev. 783 (1984)

      Presentations on "Estate Planning," "Reviewing Trust Agreements," "Life Insurance Trusts,", Fiduciary Income Taxes," Generation Skipping Transfers," Power of Attorney," and other topics for many groups, including:

      • American Bar Association
      • Bank Administration Institute National Convention
      • Estate Planning Council of Westchester
      • Jewish Community Foundation and Women's Division of the South County Jewish Federation, Boca Raton, Florida
      • Manufacturers Hanover Young Lawyers' Trust Conference
      • NY Association of Women Business Owners, Women-in-Business Week
      • NYC Bar
      • NYS Bankers Association Trust Administration School
      • NYS Bar Association
      • NYS Society of CPAs Estate Planning Conference
      • NYS Women's Bar Association Annual Convention and various meetings
      • Practicling Law Institute
      • UJA-Federation
      • Westchester County Bar Association


      399 Knollwood Road, Suite 212, White Plains NY 10603-1931  
      Phone: 914.683.0068     Fax: 914.683.0086