Attorneys

Susan Slater-Jansen
Partner

 

Ms. Slater-Jansen is a partner in the trusts and estates department of Kurzman Eisenberg Corbin & Lever, LLP. Ms. Slater-Jansen specializes in estate planning for high net worth individuals and families, business succession planning, estate administration and pension distribution planning. She is a nationally recognized expert in estate planning with employee benefits, and has written and lectured extensively on this topic. Ms. Slater-Jansen is a Fellow of the American College of Trusts and Estate Counsel and a New York Super Lawyer.

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.

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.

Memberships

  • The American College of Trust and Estate Counsel (ACTEC) – Fellow
  • Member of Employee Benefit and Asset Protection Committees
  • Association of the Bar of the City of New York
  • New York State Bar Association
  • Trust and Estates Section (prior Chair of Committee on Insurance and Employee Benefits)
  • Elder Law Section
  • Westchester Women's Bar Association
  • Westchester Bar Association

Memberships Non-Legal

  • National Domestic Violence Hotline: National Advisory Board
  • UJA Federation of New York: Westchester Business and Professional Executive Board

Publications

  • "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