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Susan Taxin Baer, White Plains Tax Lawyer

Susan Taxin Baer

Partner

Professional Profile

Susan Taxin Baer is a partner in our Trusts & EstatesExempt Organizations, Taxation and Charitable Gift Planning groups. Sue represents high net worth individuals as well as those of modest means. She is a frequent lecturer and has authored articles on various estate planning topics. Sue, who was the principal of her own firm for 26 years, had been formerly associated with the New York law firms of Weil, Gotshal & Manges and Proskauer Rose in their Trusts & Estates Departments.  Prior to attending law school, she was Assistant Vice President at Manufacturers Hanover Trust Company in charge of Marketing for the Trust Division. She has also served as an adjunct professor at Pace University School of Law.

Sue concentrates her practice in the following areas:

  • Estate & Tax Planning
  • Lifetime tax planning to minimize estate, gift, income and generating-skipping taxes
  • After-death tax planning to minimize estate, gift, fiduciary and generation-skipping taxes
  • Creation of exempt organizations

Sue has received a peer review rating of AV®Preeminent on Martindale-Hubbell®. Sue has also been recognized as a New York Super Lawyer in the areas of Estate Planning & Probate each year since 2009.

 

Areas of Experience

  • Estate Planning and Drafting of Wills and Trust Agreements
  • Preparation of Estate, Gift and Fiduciary Tax Returns
  • Surrogate’s Court Practice and Procedure
  • Exempt organization work, including preparation of documents incident to obtaining and maintaining tax-exempt status for private foundations and public charities

Professional & Community Involvement

Education

Admitted to Practice

  • New York
  • Supreme Court of the United States

Contact Me

If you think you may require the assistance of Sue Baer in any matter, email (stbaer@mccarthyfingar.com) or phone her on her office line (914-385-1046) or her cell phone (914-980-6357) with any question you may have.