For 23 years, Susan Beveridge has helped high and moderate net worth clients avoid probate, reduce estate taxes, plan for incapacity, pass their businesses to their heirs, and implement their estate plans after death.
Susan was trained in the "Big Law Firm" environment at Manatt Phelps & Phillips, Greenberg Glusker and Mitchell Silberberg & Knupp, and brings sophisticated tax expertise to the more service-oriented practice of a small firm.
Susan was trained in the "Big Law Firm" environment at Manatt Phelps & Phillips, Greenberg Glusker and Mitchell Silberberg & Knupp, and brings sophisticated tax expertise to the more service-oriented practice of a small firm.
Effective estate plans accomplish many goals:
- Avoid probate
- Reduce estate taxes if possible
- Position inherited assets for best income tax advantages
- Ensure continuity for family business assets
- Protect assets for vulnerable beneficiaries
- Pass values to heirs through trust terms
- Create liquidity to finance estate taxes
- Preserve flexibility to address unforeseen circumstances in the future
We can help you design a cohesive and streamlined estate plan to achieve your estate planning goals.
- Avoid probate
- Reduce estate taxes if possible
- Position inherited assets for best income tax advantages
- Ensure continuity for family business assets
- Protect assets for vulnerable beneficiaries
- Pass values to heirs through trust terms
- Create liquidity to finance estate taxes
- Preserve flexibility to address unforeseen circumstances in the future
We can help you design a cohesive and streamlined estate plan to achieve your estate planning goals.
Estate Planning
Post Death Administration
- Wills and Revocable Trusts
- Living Wills, Health Care Directives
- Estate Tax and Gifting Strategies
- Business Succession
- Special Needs Trusts
- Charitable Planning
- Trust Administration
- Estate Tax Returns
- Subtrust Funding
- Post Death Planning
- Irrevocable Trust Modification
Education
JD UCLA Law School 1998
BS Mechanical Engineering, Rice University, 1992
BA English Literature, Rice University, 1992
Contact Information
Susan A. Beveridge, Esq.
Law Offices of Susan A. Beveridge
222 N. Pacific Coast Highway, Suite 2000
El Segundo, CA 90245
(310) 442-4885