The Law Offices of Susan P. Witkin, PLLC is a boutique law practice specializing in estate planning, trust and estate administration, and private client tax matters. With over 30 years of legal experience, the firm stands out for its personalized, strategic counsel tailored to the unique circumstances of domestic and multinational individuals, families, and fiduciaries.
The firm serves as a strategic partner, focusing on both tax efficiency and the interpersonal aspects of estate and trust matters. It works closely with accountants, financial advisors, and other professionals to craft solutions that align with clients’ personal and financial goals, and maintains deep relationships with trust companies in jurisdictions such as Delaware, South Dakota, and the Cayman Islands to support complex, multi-state or international planning needs.
Services Offered
- Estate planning
- Will preparation
- Trust creation and modification
- Powers of attorney
- Health care proxies
- Living wills
- Entity creation and restructuring
- LLC operating agreement negotiation and preparation
- Shareholder agreement negotiation and modification
- Pre-nuptial agreements
- Post-nuptial agreements
- Estate administration
- Trust administration
- Probate
- Estate and gift tax return preparation and filing
- Fiduciary accounting
- Fiduciary income tax return coordination
- Estate and trust litigation
- Mediation services
- Private client tax advice
The firm focuses on New York and New Jersey law but coordinates with local counsel in other jurisdictions, including Florida, California, Texas, and Tennessee, to serve clients with multi-state or international interests effectively.
