Susan Porter is a lawyer with extensive expertise in diversified roles in the trust banking industry. As a senior bank executive she managed the estate and trust settlement, financial planning, closely-held business and tax departments. As a fiduciary subject matter expert, she contributed to the growth of private wealth management by lecturing and teaching at symposia for lawyers, bankers, clients and prospects. As a fiduciary consultant, she advises banks, trust companies, attorneys and family offices on fiduciary law and serves as an expert witness.
Susan is an active member of the American Bar Association’s Real Property, Probate and Trust Law Section, where she serves as a member of the National Conference of Lawyers and Corporate Fiduciaries Committee and is Co- Chair of Groups and Substantive Committees. She is also a member of BNA’s Estates, Gifts & Trusts Advisory Board, the Surrogate’s Court Committee of the Association of the Bar of the City of New York, the Estate and Trust Administration Committee of the New York State Bar Association, the Estate Planning Council of New York City and the New York, Florida and Wisconsin State Bar Associations.
Susan is a visiting adjunct professor at the University of Miami School of Law Graduate LL.M. Program in Estate Planning and a member of the Advisory Committee of the Philip E, Heckerling Institute on Estate Planning. She frequently lectures about estate planning and administration and fiduciary law for professional and civic groups and served for 40 years as a lecturer on discretionary trusts for the American Bankers Association’s National Graduate Trust School.
Susan has been elected a life fellow of the New York Bar Foundation, a life member of The Fellows of the American Bar Association, a member of the Academy of Women Achievers of the YWCA of the City of New York, a Distinguished Accredited Estate Planner by the National Association of Estate Planners and Councils and was the 2005 honoree of the Trusts & Estates Group of the Lawyer’s Division of the UJA-Federation of New York.
Community-minded, Susan is chairman and director of the People’s Symphony Concerts, a member of Weill Cornell Medical College Dean’s Council, a member of The Metropolitan Museum of Art Professional Advisory Council, a member of the Wilson Society Advisory Council at Hospital for Special Surgery, past chair of the Bankers and Lawyers Advisory Committee of the New York Philharmonic, and served for 15 years as a member of the board of directors of the YMCA of Greater New York and for four years on the Board of Directors of the Alumnae/i Association of Vassar College.
Susan has been quoted in the following media publications: The Wall Street Journal; Fortune; Investor’s Business Daily; Business Week; and Crain’s New York Business. She also appeared on Lawline, a nationally syndicated cable-TV talk show.
LL.M., New York University Law School
J.D., University of Wisconsin Law School
A.B., Vassar College
Susan Porter is a member of the Bloomberg BNA Tax Management Estate Tax Advisory Board.
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