Susan B. Slater-Jansen is the sole attorney at the law firm she founded in White Plains, New York. Ms. Slater-Jansen diligently assists clients throughout Westchester County and New York City with estate planning and family law matters. She helps clients determine their estate planning needs, resolve estate tax issues, and design and implement vital estate planning documents.
While Ms. Slater-Jansen has significant experience working with artists and the parents of special-needs children to address their unique estate planning needs, her client base is broad and includes high net worth individuals, families of modest means, and corporate and individual fiduciaries. She also works with same-sex couples to formalize the terms of their new relationships by executing cohabitation, prenuptial and postnuptial agreements.
Ms. Slater-Jansen earned a Bachelor of Arts from Queens College, CUNY, from which she graduated magna cum laude. After college she completed a 5 year legal clerkship and passed the bar exam on her first attempt. She then served as a trusts and estates partner at two prominent firms, one in White Plains and the other in New York City.
A nationally regarded authority in her field, Ms. Slater-Jansen has written on estate planning and domestic law for publications such as the Domestic Law Review, Trusts & Estates magazine, the New York State Bar Journal and NYSBA's Elder Law Attorney. When not representing clients, she is a member of the American College of Trust and Estate Counsel, the bar associations for New York City and New York state, and the Westchester Women's Bar Association. Ms. Slater-Jansen also serves on the National Advisory Board for the National Domestic Violence Hotline and the Professional Executive Board of the UJA Federation of New York.
Ask Super Lawyers: answered by Susan Slater-Jansen
Why Do I Need A Lawyer When I Win The Lottery In New York?
You need an estate planning lawyer if you win the lottery in New York for several reasons. Although …
About Susan Slater-Jansen
Admitted: 1981, New York
Honors and Awards:
- Top Women's Initiatives: A Unique Method to Retain Top Talent and Top Client Panel, August 5, 2005.
- The American College of Trust and Estate Counsel (ACTEC) – Fellow
- Ms. Slater-Jansen was educated Law Clerkship Pursuant to Section 520.50 of the Rules of the Court of Appeals of the State of New York for admission of Attorneys and Counselors-at-Law. She passed the New York State Bar Exam in a first sitting.
- Member, American College of Trust and Estate Counsel
- Member of Employee Benefit and Asset Protection Committees of American College of Trust and Estate Counsel
- Estate Planning Council of Westchester, Inc.
- Westchester Bar Association
- Westchester Women's Bar Association
- New York State Bar Association: Trust and Estates Section (prior Chair of Committee on Insurance and Employee Benefits); Elder Law Section
Pro bono/Community Service:
- UJA Federation of New York: Westchester Business and Professional Executive Board
- National Domestic Violence Hotline: National Advisory Board
Scholarly Lectures and Writings:
- Estate Planning and Domestic Law for Publications such as the Domestic Law Review, Trusts & Estates Magazine, the New York State Bar Journal and NYSBA's Elder Law Attorney
- "Easing the Burden on IRA Estate Taxes", Co-Author with Ronald Finkelstein, New York Law Journal, April 1, 2002.
- "Final Regulations Set Rules For Distributions from IRAs and Retirement Plans", Co-Author with Avery E. Neumark, New York State Bar Journal, February 2003
- Association of the Bar of the City of New York: "Retirement Plan Distributions: Beneficiary Designations and Options", May 28, 1996. "Estate Administration for Paralegals" (Chaired), March 20, 1997. Selective Legal Publications "Elder Abuse by Marriage: A Call to Legislative Action", Domestic Law Review, July 1010 "A Golden Opportunity", Trusts & Estates Magazine, January 2006.
- NYU Summer Institute in Taxation, "Introduction to Trusts and Estates": "Overview, Estate Taxes and Pension Distribution Planning", July 1996
- Virginia Conference on Federal Taxation: "Lifetime, Estate and Tax Planning for IRA and Qualified Plan Distributions", University of Virginia, June 7, 1996
- NYU Institute on Federal Taxation: "Estate and Gift Tax Issues Involving Retirement Plans and Planning", New York, New York and San Francisco, California, Winter, 1995
- American Bar Association: 2002 Summer Meeting: "Plans For Closely Held Businesses." 2001 Annual Meeting, (Chicago, Illinois) "New Legislation Affecting Retirement Planning." 2000 Annual Meeting (New York, New York) "Estate and Pension Planning in the New Millennium." 1999 Annual Meeting (Atlanta, Georgia): "Estate and Gift Tax Issues Involving Retirement Plans and Planning." 1998 Annual Meeting (Toronto): "Estate and Pension Planning for High Net Worth Individuals After Tax Reform": "Estate and Gift Tax Issues Involving Retirement Plans and Planning." New York State Bar Association: "Practical Skills—Introduction to Estate Planning", Fall, 2009 "Everything you Wanted to Know About Estate Planning for the Middle Class Client", Spring 2009 "Dealing with your Client's Retirement Assets," Moderator and Chair, Fall 2007 "Special Needs Trust," Fall 2007 "Fiduciary Income Tax Planning," Spring, 1997. "Lifetime (Intervivos) Trusts, Estate and Gift Taxation", Spring, 1998. "Income Taxation of Decedent's Estates," Spring, 2001
- "Income and Estate Tax Planning for IRA and Qualified Plan Distributions", July 21, 1997
- Practicing Law Institute: "Basic Estate Planning": "Estate Planning Institute": "Hot Topics in Estate Planning" (lifetime transfers, zeroed out and short form GRATs, QPRTs, GRIT, GRATs and Split Purchases), September 10, 2001; September 23, 2002
- Internal Revenue Service: (New York City Estate Tax District Office) "Estate Planning Aspects of Retirement Plans and IRAs", May 8, 2001
- Bank of New York: "Impact of HIPAA Privacy Rules on Health Care Proxies, Powers of Attorney and Revocable Trusts". January 30, 2004
- Morgan Stanley-Presentation: Women and Wealth Seminar -- "How To Be A Survivor." March 8, 2005
- The Bank of New York "Estate Planning Options for Taxable Estates Whether Majority of Assets are Retirement Benefits." May 13, 2005.
- United Jewish Federation of Northeastern New York: "Hot Topics in Transfer Tax Planning" September 19, 2005 American Bar Association Women Rainmakers
- Georgetown University Law Center 2005 Wealth Management Summit - "Retirement Planning: The Population is Aging and That Changes Everything." October 18, 2005
- Westchester Women's Bar Association 2007 CLE program: "Naming Trusts as Beneficiaries of Retirement Benefits: The Good, The Bad and The Ugly." June 5, 2007
- New York State Bar Association 2007 CLE program: "Supplemental Needs Trusts as Beneficiary of Retirement Plans." September 24, 2007
- Queens College, New York, United States of America, B.A., Magna Cum Laude