Susan R. Shapiro
Susan Shapiro became a partner in the Private Client Group in 1982. She retired on December 31, 2007.
Susan served as trustee for numerous family trusts and concentrates on estate planning and settlement and assisting clients with sophisticated wealth transfer strategies. Susan is a former member of the firm's Trust Conference which is responsible for the investment management of in-house trust accounts. She also served on the firm's Information Services Committee which is charged with reviewing state-of-the-art technology for effectively managing clients' trusts and investment portfolios.
For over 30 years, Susan worked with domestic and international, individual and institutional clients. Prior to retiring, she was working with the third generation of families for whom she has been the trusted adviser. She advised private business owners, public company executives, and other high net worth individuals in various aspects of estate planning, estate settlement and trust administration. Given her strong entrepreneurial and technology background, she had a particular understanding of the needs of wealthy families with complicated and often illiquid assets. Her established practice involved helping clients through various personal circumstances by providing advice on effective wealth transfer, investment and tax alternatives that are unique to their needs and situations. She had a particular interest in assisting families who wish to conserve real estate. She also assisted clients by authenticating and disposing of individual or family assets such as art collections, jewelry, real estate, international holdings and private businesses. Susan worked closely with colleagues throughout the firm to address the diverse needs of her clients and has earned a reputation for thoughtful and creative approaches.
In addition to her practice, Susan for many years oversaw the firm's estate settlement practice. This team, comprised of professional accountants, trust administrators, and paralegals, is uniquely qualified to handle the intricacies of the firm's diverse clients. Years before specific computer software programs were commercially available, Susan developed an effective software program for the firm to use in tax planning. Throughout her practice, Susan continued to be involved in the firm's pursuit of leading technological advancements to ensure the highest level of quality work and client service.
Susan is a national speaker at various industry events and conferences. She addressed the Women's Forum of the Chief Executives Organization in California on estate planning and settlement and has spoken for Massachusetts Continuing Legal Education and American Law Institute-American Bar Association programs on estate administration and postmortem planning.