Susan Taxin Baer
Partner
Susan Taxin Baer, a respected Trusts and Estates lawyer in New York, is a partner in our Trusts & Estates, Exempt Organizations, Taxation and Charitable Gift Planning groups. Sue represents high net worth individuals as well as those of modest means, and has large experience in developing tax-favorable estate plans. Sue has been a frequent lecturer on Trusts and Estates issues 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
McCarthy Fingar’s New York Metro Top Women Super Lawyers
Four of McCarthy Fingar’s lawyers are included in Super Lawyers’ listing of New York Metro Top Women for 2023. Susan Taxin Baer, in Estate Planning & Probate; Gail M. Boggio, in Estates Trust Litigation; Kristen Mackay Pennessi, in Family Law; and Irma K. Nimetz in Estates Trust Litigation. Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have been recognized by their colleagues as having the highest degree of peer recognition and professional achievement.
McCarthy Fingar’s “Super Lawyers”
Six of McCarthy Fingar’s lawyers have been selected Super Lawyers in the New York Metropolitan area. Susan Taxin Baer has again been selected in the fields of Estate Planning & Probate. Gail M. Boggio has again been selected in the fields of Estate & Trust Litigation/Estate Planning & Probate/Elder Law. Michael S. Kutzin has again been selected in the fields of Estate Planning & Probate, Estate & Trust Litigation and Elder Law. Kristen Mackay Pennessi has been selected in the field of Family Law. Irma K. Nimetz has been selected in the fields of Estate & Trust Litigation, Estate Planning & Probate, and General Litigation. Frank W. Streng has again been selected in the fields of Estate & Trust Litigation and Estate Planning & Probate. Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have been recognized by their colleagues as having the highest degree of peer recognition and professional achievement.
McCarthy Fingar’s “Super Lawyers”
Four of McCarthy Fingar’s lawyers have been selected Super Lawyers in the New York Metropolitan area. Susan Taxin Baer has again been selected in the fields of Estate Planning & Probate. Gail M. Boggio has again been selected in the fields of Estate & Trust Litigation/Estate Planning & Probate/Elder Law. Michael S. Kutzin has again been selected in the fields of Estate Planning & Probate, Estate & Trust Litigation and Elder Law. Frank W. Streng has again been selected in the fields of Estate & Trust Litigation and Estate Planning & Probate. Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have been recognized by their colleagues as having the highest degree of peer recognition and professional achievement.
McCarthy Fingar’s “Super Lawyers”
Six of McCarthy Fingar’s lawyers have been selected Super Lawyers in the New York Metropolitan area. Susan Taxin Baer has again been selected in the fields of Estate Planning & Probate. Gail M. Boggio has again been selected in the fields of Estate & Trust Litigation/Estate Planning & Probate/Elder Law. Michael S. Kutzin has again been selected in the fields of Estate Planning & Probate, Estate & Trust Litigation and Elder Law. James K. Landau has again been selected in the fields of Commercial Litigation and Appellate. Frank W. Streng has again been selected in the fields of Estate & Trust Litigation and Estate Planning & Probate. Douglas S. Trokie has again been selected in the fields of Business/Corporate, Closely Held Business, Real Estate, Business and Civil Litigation. Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have been recognized by their colleagues as having the highest degree of peer recognition and professional achievement.
McCarthy Fingar’s “Super Lawyers”
Six of McCarthy Fingar’s lawyers have been selected Super Lawyers in the New York Metropolitan area. Susan Taxin Baer has again been selected in the fields of Estate Planning & Probate. Gail M. Boggio has again been selected in the fields of Estate & Trust Litigation/Estate Planning & Probate/Elder Law. Michael S. Kutzin has again been selected in the fields of Estate Planning & Probate, Estate & Trust Litigation and Elder Law. James K. Landau has again been selected in the fields of Commercial Litigation and Appellate. Frank W. Streng has again been selected in the fields of Estate & Trust Litigation and Estate Planning & Probate. Douglas S. Trokie has again been selected in the fields of Business/Corporate, Closely Held Business, Real Estate, Business and Civil Litigation. Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have been recognized by their colleagues as having the highest degree of peer recognition and professional achievement.
Susan Taxin Baer Joins Firm as Partner
We are pleased to announce that Susan Taxin Baer has joined the firm as a partner and is a member of our Trusts & Estates, Exempt Organizations, Taxation and Charitable Gift Planning groups. Prior to joining the firm, Sue was the principal attorney of her own firm, which she opened in 1993 with offices in Westchester and New York City. Sue concentrates in estate planning, trust and estate administration, and charitable giving, representing high net worth individuals as well as those of modest means.
| Presenter | Description | Organization | Date |
|---|
- American College of Trust and Estate Counsel, Fellow (Member, Employee Benefits within Estate Planning Committee; former member, Fiduciary Income Tax Committee, Elder Law Committee)
- American Bar Association. Member (member, Real Property, Probate & Trust Law Section; Committee on Estate and Gift Tax [past Chair); (former Committee on Postmortem Income Tax Planning, Chair); (former Committee on Irrevocable Trusts and Other Inter Vivos Transfers, Vice Chair)
- Estate Planning Council of Westchester, Inc. (former board member)
- New York City Bar Association (former member, Surrogate’s Court Committee, Estate and Gift Tax Committee)
- New York State Bar Association, Trusts & Estates Law Section, Executive Committee; (Vice Chair; Estate Planning Committee); (past Chair, Tax Committee); (former Chair, Committee on Elderly and Disabled)
- New York State Bar Association, Elder Law and Special Needs Section
- Westchester County Bar Association, Trusts & Estates Section, (former member, Executive Committee)
- Westchester Women’s Bar Association, Trusts & Estates Committee (Tax Committee; former board member)
- Westchester Women’s Bar Association Foundation (founding President)
- Women’s Bar Association of the State of New York (former board member); (former Chair, Estates and Trusts Committee)
- Congregation Kol Ami, White Plains, NY (former member, Estate Planning Committee)
- Pace University Planned Giving Advisory Board (member) (former Chair, 1997-2005)
- UJA-Federation (former Chair, Westchester Business & Professional Leaders [WB&P]; (former Chair of its Women’s Division); (former Chair of its Benjamin N. Cardozo Society, both of which are now a part of WB&P); (former member, National Open Tent Committee)
- Westchester Jewish Council (formerly Westchester Jewish Conference) (former Board Member and former Vice President; (Honoree, 2011)
- Email Susan Taxin Baer
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- Office: 914-385-1046
- Cell: 914-980-6357
- Fax: 914-946-0134
- LinkedIn Profile
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