Attorney Profile

Susan B. Slater-Jansen

Susan Slater-Jansen

Kurzman Eisenberg Corbin & Lever, LLP
One North Broadway, 10th Floor
White Plains, NY 10601

White Plains

New York (NY)

Contact Contact Susan B. Slater-Jansen
T: 914-993-6044
F: 914-285-9855

Visit: www.kelaw.com
Practice Areas: Estate Planning & Probate (70%), Employee Benefits/ERISA (20%), Family Law (10%)

Estate Planning & Probate

Employee Benefits/ERISA

Family Law

Industry Groups: Practice Not Limited By Industry

Profile

Ms. Slater-Jansen is a nationally known expert in trusts and estates who has been selected as a New York Metro Super Lawyer in 2006, 2009, 2010, and 2011. A partner at Kurzman Eisenberg Corbin & Lever, LLP, Ms. Slater-Jansen is widely respected for her knowledge of pension law. She is known by the legal community for her sophisticated knowledge of the fields of estate planning, probate, family law, and estate planning with employee benefits.

AV rated in Martindale Hubbell, Ms. Slater-Jansen is a Fellow of the invitation-only American College of Trusts and Estate Counsel and a member of the elite Estate Planning Council of Westchester County, Inc.

In her practice, Ms. Slater-Jansen works closely with a broad spectrum of individuals and families with modest to very substantial wealth. She assists her clients with the preparation of wills and more sophisticated planning documents, and is often consulted by other lawyers seeking advice on how to correct or moderate costly mistakes made by their deceased clients' retirement plan and/or IRA beneficiary designations. Ms. Slater-Jansen has extensive experience in representing fiduciaries, both corporate and individual, in estate and trust administration, and has represented numerous individuals in negotiating and drafting a variety of pre-marital, post-marital and cohabitation agreements.

Ms. Slater-Jansen’s specialties include estate planning for high-net-worth individuals and families, business succession planning, estate administration and pension distribution planning.

National media such as The Wall Street Journal and Daily Finance have relied on Ms. Slater-Jansen as an expert source. She has also has authored articles written for the consumer, such as “Until Death Do You Part: Same-Sex Marriage and Estate Planning” (Generations magazine); “Roth IRAs: To Convert or Not to convert, That Is The Question” (Generations magazine); and “Secret Deathbed Marriages Are a New Twist on Elder Abuse” (Westchester County Business Journal).

Ms. Slater-Jansen is frequently called upon to teach continuing legal education classes as well as speak before audiences. Her speaking engagements have included presentations at the UJA Westchester Estate, Tax & Financial Planning Conference, Westchester County Government’s Senior Law Day, and and the New York State Bar Association.

In addition to many professional memberships, Ms. Slater-Jansen belongs to the National Advisory Board of the National Domestic Violence Hotline: and the Executive Board of the Westchester Business and Professional division at UJA Federation of New York

Prior to joining the Firm, Ms. Slater-Jansen was a partner in the Trusts & Estates Department in the New York City office of Sonnenschein, Nath & Rosenthal.

 

 

Selected To

New York Super Lawyers 2011 - Metro
New York Super Lawyers 2010 - Metro
New York Super Lawyers 2009 - Metro
New York Super Lawyers 2006 - Metro

Certifications and Credentials

About Susan Slater-Jansen

Admitted: 1981, New York

Professional Webpage: www.kelaw.com/attorneys-jansen-susan.html

Special Licenses/Certifications:

  • 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. 

Bar/Professional Activity:

  • 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
  • The American College of Trust and Estate Counsel (ACTEC) – Fellow

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:

  • Presentations and Articles Addendum Selective Presentations New York State Bar Association 2007 CLE program:  “Supplemental Needs Trusts as Beneficiary of Retirement Plans.” September 24, 2007 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 Georgetown University Law Center 2005 Wealth Management Summit - “Retirement Planning: The Population is Aging and That Changes Everything.” October 18, 2005 United Jewish Federation of Northeastern New York: “Hot Topics in Transfer Tax Planning” September 19, 2005 American Bar Association Women Rainmakers.  Top Women’s Initiatives:  A Unique Method to Retain Top Talent and Top Client Panel, August 5, 2005. The Bank of New York “Estate Planning Options for Taxable Estates Whether Majority of Assets are Retirement Benefits.” May 13, 2005. Morgan Stanley-Presentation:  Women and Wealth Seminar -- “How To Be A Survivor.”  March 8, 2005 Bank of New York: “Impact of HIPAA Privacy Rules on Health Care Proxies, Powers of Attorney and Revocable Trusts”.  January 30, 2004. Internal Revenue Service:  (New York City Estate Tax District Office) “Estate Planning Aspects of Retirement Plans and IRAs”, May 8, 2001.   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. “Income and Estate Tax Planning for IRA and Qualified Plan Distributions”, July 21, 1997. 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. 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. Virginia Conference on Federal Taxation: “Lifetime, Estate and Tax Planning for IRA and Qualified Plan Distributions”, University of Virginia, June 7, 1996. NYU Summer Institute in Taxation, “Introduction to Trusts and Estates”:  “Overview, Estate Taxes and Pension Distribution Planning”, July 1996. 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. “Final Regulations Set Rules For Distributions from IRAs and Retirement Plans’, Co-Author with Avery E. Neumark, New York State Bar Journal, February 2003. “Easing the Burden on IRA Estate Taxes”, Co-Author with Ronald Finkelstein, New York Law Journal, April 1, 2002. “New Rules Offer Greater Flexibility and Simpler Distribution Patterns for IRAs and Pension Plans”, Co-Author with Avery E. Neumark, New York State Bar Journal, March/April 2001. “I.R.S. Simplifies Minimum Distribution Rules for IRA’s”, Co-Author with Avery E. Neumark, The Practical Tax Lawyer, NYSBA Elder Law Attorney, Spring 2001. “I.R.S. Simplifies Minimum Distribution Rules”, Co-Author with Avery E. Neumark, NYSBA Elder Law Attorney, Spring 2001. “Creating and Administering Trusts involving Real Estate”, Practice Guide, Co-Author with Sanford J. Schlesinger,  Powell on Real Property, Matthew Bender & Co., New York, New York, 1997 edition. “Estate and Gift Tax Issues Involving Retirement Plans and Planning”, New University’s Fifty-Fourth Institute on Federal Taxation, Matthew Bender & Co., New York, New York, 1996. “Fiduciary Income Tax Planning” chapter, Co-Author,  Probate and Administration of New York Estates, NYSBA, 1995 and 1997 update.
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