Susan Rothwell is a member of Dunnington’s estates, trusts and private clients practice group. She advises clients on estate and tax planning for wealth preservation and prepares wills, trusts and other vehicles to achieve client goals. She assists clients with strategies to protect assets, minimize taxes, and transfer wealth to future generations. For clients who wish to make charitable donations, she advises on strategies that benefit the charity while maximizing tax benefits to the donor.
Ms. Rothwell advises foreign nationals owning property in New York as well as New York residents owning property in other countries. She assists in planning to minimize transfer taxes and ensure that property will be transferred to beneficiaries with a minimum of cost and delay.