Susan Horowitz

Susan Horowitz Email and Phone Number

Senior Vice President - Senior Fiduciary Officer at Bessemer Trust Company of Florida @ Bessemer Trust Company of Florida
Susan Horowitz's Location
Palm Beach, Florida, United States, United States
Susan Horowitz's Contact Details

Susan Horowitz work email

Susan Horowitz personal email

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About Susan Horowitz

Susan Horowitz is a Senior Vice President - Senior Fiduciary Officer at Bessemer Trust Company of Florida at Bessemer Trust Company of Florida. She possess expertise in estate planning, estate tax planning, trusts, estate law, wills and 14 more skills.

Susan Horowitz's Current Company Details
Bessemer Trust Company of Florida

Bessemer Trust Company Of Florida

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Senior Vice President - Senior Fiduciary Officer at Bessemer Trust Company of Florida
Susan Horowitz Work Experience Details
  • Bessemer Trust Company Of Florida
    Senior Vice President - Senior Estate Administrator/Senior Fiduciary Officer
    Bessemer Trust Company Of Florida Aug 2015 - Present
    New York, New York, Us
    Provide estate administration services for high net worth individuals, from date of death to the close of the estate. Marshall assets and Provide expertise and guidance in the areas of trust and estate administration, including but not limited to the interpretation of complex estate planning documents, assisting with client relationships, and analysis of complex tax issues. Assist in the implementation of complex estate planning strategies.
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  • Withers Bergman Llp
    Special Counsel
    Withers Bergman Llp Jun 2005 - Jul 2015
    London, England, Gb
    Withers Bergman LLP is the first international law firm dedicated to serving the needs of successful people, their businesses, families, and advisers. The firm combines income tax, trust and estate planning, business and investment planning to further the personal, business and philanthropic interests of private clients.My practice at Withers Bergman LLP focused on sophisticated and complex estate planning, succession planning and estate administration for individuals, families and family offices. I am experienced in the provision of tax structures in order to transition wealth in an efficient manner at both federal and state estate tax levels, including the analysis of federal and state estate tax and generation skipping transfer tax. I also worked with clients on succession planning for family businesses and regularly advised fiduciaries on the administration of trusts and estates. I have extensive experience in administering intervivos and testamentary planning techniques and transfers, as well as implementing tax efficient vehicles in order to accommodate the client's wishes regarding the ultimate distribution of their property. I utilized structures such as wills, revocable trusts, insurance trusts, intentionally defective grantor trusts, GRATs, and QPRTs, as well as gifting and sale transactions for closely held family businesses, in order to provide for the tax efficient transfer of wealth.
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  • Halloran & Sage Llp
    Associate
    Halloran & Sage Llp Apr 2004 - Jun 2005
  • Owen, Schine & Nicola Pc
    Associate
    Owen, Schine & Nicola Pc Sep 2002 - Apr 2004

Susan Horowitz Skills

Estate Planning Estate Tax Planning Trusts Estate Law Wills Estate Administration Investments Estate And Gift Taxation Tax Law Family Office Tax Wealth Management High Net Worth Individuals Tax Corporate Law Litigation Legal Research Commercial Litigation Income Tax Corporate Governance

Susan Horowitz Education Details

  • Boston University School Of Law
    Boston University School Of Law
    Taxation
  • Boston University School Of Law
    Boston University School Of Law
    Doctor Of Law (J.D.)
  • Vassar College
    Vassar College
    Psychology

Frequently Asked Questions about Susan Horowitz

What company does Susan Horowitz work for?

Susan Horowitz works for Bessemer Trust Company Of Florida

What is Susan Horowitz's role at the current company?

Susan Horowitz's current role is Senior Vice President - Senior Fiduciary Officer at Bessemer Trust Company of Florida.

What is Susan Horowitz's email address?

Susan Horowitz's email address is s.****@****ide.com

What is Susan Horowitz's direct phone number?

Susan Horowitz's direct phone number is +173269*****

What schools did Susan Horowitz attend?

Susan Horowitz attended Boston University School Of Law, Boston University School Of Law, Vassar College.

What skills is Susan Horowitz known for?

Susan Horowitz has skills like Estate Planning, Estate Tax Planning, Trusts, Estate Law, Wills, Estate Administration, Investments, Estate And Gift Taxation, Tax Law, Family Office, Tax Wealth Management, High Net Worth Individuals.

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