Susan Peckett Witkin concentrates her practice in the areas of trusts and estates and tax law. She advises clients in a wide range of trust and estate matters, including:
- estate planning
- estate and trust administration
Additionally, Susan provides tax and related advice to individuals and privately held companies in areas such as:
- intergenerational transfer tax planning
- business succession
- entity formation and management
- charitable giving arrangements
- private foundations
- estate and tax planning for foreign individuals and trusts
- tax controversies and FBAR and FATCA compliance
- distribution planning for IRAs and qualified plans
- income tax planning with trusts
- trust companies
- fiduciary duties
She also advises clients regarding pre- and post-nuptial agreements and tax and property issues relevant to divorces and separations.
Susan is an adjunct professor of law at New York University School of Law and previously taught as an adjunct professor of law at St. John’s University School of Law.
Susan served for many years as a chair of various committees of the American Bar Association’s Section of Real Property, Probate and Trust Law (now the Section of Real Property, Trusts and Estates Law), including the Estate and Gift Tax Committee, the Marital Deduction Committee, and the Lifetime Transfers Committee. She also served on the Section’s Nominating Committee. Recently, she was one of the principal authors of the April 2012 report of the NYSBA’s Tax and Trusts and Estates Law Sections titled “Report on Notice 2011-101: Request for Comments Regarding the Income, Gift, Estate and Generation-Skipping Transfer Tax Consequence of Trust Decanting,” providing the Internal Revenue Service with a response to its requests for comments on various tax issues implicated in the decanting of trusts.
She is currently an active member of the New York City Bar Association’s Animal Law Committee, focusing on legal issues of animal welfare and management, rights of individuals to have support animals in various settings, and the ethical treatment of animals in agriculture, among others. She is heavily involved in various projects for the Committee that promote the welfare of animals particularly in the farm industry, animal rescue operations, and proposals relating to endangered animals.
She has written and co-authored articles for various publications, including the New York Law Journal and the University of Miami Philip E. Heckerling Institute on Estate Planning, and has authored and co-authored several chapters of Murphy’s Will Clauses.
Susan has been a lecturer and moderator at American Bar Association and Practicing Law Institute programs, and has presented programs to various groups, including attorneys, accountants, clients and their advisers, women entrepreneurs, and to entrepreneurs in the healthy living space.