Sussan H. Shore Los Angeles, California
| Shareholder/Managing Director | |
| phone | 310-553-8844 |
| fax | 310-553-5165 |
| Email Me | |
Sussan H. Shore joined the firm in 1980. She is certified by the California Board of Legal Specialization as a Specialist in Probate, Estate Planning and Trust Law. She is listed in The Best Lawyers in America for over ten years and has been honored as a "Super Lawyer" from 2004-2009 by Law & Politics, published by Los Angeles Magazine. Additionally, she was listed as one of the 50 female Super Lawyers in Los Angeles. She has been teaching a course in Estate Planning for UCLA Extension for more than twenty-three years. She is the co-author of "Outright Noncharitable Gifts" in California Will Drafting, Third Edition (California Continuing Education of the Bar). She is also the co-author of "Minimizing the Impact of the Ballooning QTIP" for the 2001 USC Institute on Federal Taxation. Ms. Shore is the past Chairperson of the Los Angeles County Bar Association Trust & Estates Section and she has served as Chairwoman of the Probate, Trust & Estate Planning Section of the Beverly Hills Bar Association. She frequently speaks on various probate and estate planning subjects for various professional groups throughout the country, including USC Probate and Trust Conference, the California Society of CPA's Estate Planning Conference and the NYU Institute on Federal Taxation, and the USC Tax Institute. She is also a member of the Advisory Committee of the USC Probate & Trust Conference. Ms. Shore received her undergraduate degree from UCLA and is a graduate of Loyola University School of Law.
- Certification/Specialties:
- Estate Planning, Trust and Probate Law, California Board of Legal Specialization
- Bar Admissions:
- California, 1976
- U.S. Tax Court, 1977
- U.S. District Court Central District of California, 1977
- U.S. Supreme Court, 1991
- Education:
- Loyola Law School, Los Angeles, California,
1976
J.D. - University of California - UCLA, Los Angeles, CA,
1973
B.A.
Honors: Cum Laude
Major: History
- Published Works:
- "Outright Noncharitable Gifts", Continuing Education of the Bar, 3rd Edition, 1992
- "Charitable Remainder Trusts: Tools for making the Most of your Philanthropic Assets Upon Retirement", UCLA-CEB Estate Planning Institute, 1996
- "Probate and Trust Notebook", USC Annual Probate and Trust Conference, 1993
- "Minimizing the Impact of the Ballooning QTIP", USC School of Law Fifty-Third Institute on Federal Taxation - Major Tax Planning, 2001
- Classes/Seminars Taught:
- Instructor in Estate Planning, UCLA Extension, 1981 - Present
- "Trusts 2000", The Rutter Group, March, 2000
- "Dealing with the Problems of the Incapacitated Trustor/Trustee", USC 25th Annual Probate and Trust Conference, November, 1999
- "Estate Planning for the Surviving Spouse", UCLA-CEB 18th Annual Estate Planning Institute, May, 1996
- "Selected Post Mortem Planning Issues", Northern Trust of California Trust and Tax Forum, May, 1995
- "Developments in Advanced Gift Planning Techniques", USC 19th Annual Probate and Trust Conference, October, 1993
- "Gifts to Children", NYU 49th Annual Institute on Federal Taxation
- "Audits of Federal Estate Tax Returns", CES Seminars, Estate and Gift Tax Issues Seminar, October, 1988
- "Estate Planning and the Closely Held Corporation", CES Seminars, Corporate Tax Issues Seminar, September, 1988
- "Post Mortem Administration and Planning", California Society of CPA's, June, 1988
- Honors and Awards:
- Best Lawyers in America, 1995
- Fellow, American College of Trusts & Estates Counsel, 1996
- Professional Associations and Memberships:
- Beverly Hills Bar Association Probate, Trust & Estate Planning Section
- Member
- Los Angeles County Bar Association, Trusts & Estate Section
- Member
- American Bar Association, Real Property, Probate and Trust Law Section
- Member
- Beverly Hills Estate Planning Council
- Member
- State Bar of California, Estate Planning, Trust & Probate Law Section
- Member
- USC Probate & Trust Conference
- Member, Planning Committee
- Los Angeles County Bar Association, Trusts & Estate Section, 1994 - 1995
- Chairperson
- Beverly Hills Bar Association Probate, Trust & Estate Planning Section, 1985 - 1986
- Chairperson
- Los Angeles County Bar Association, 1993 - 1996
- Co-Chair, Subcommittee on Probate Volunteer Panel System
- State Bar of California
- Member, Estate Planning Subcommittee
- Languages:
- Spanish
- German
Weinstock, Manion, Reisman, Shore & Neumann
1875 Century Park East, Suite 2000
Los Angeles, CA 90067
(310) 553-8844
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