susan teel
principal
About
Estate, Trust and Elder Law planning, from the simple to the sophisticated, with a specialty focus on tax transactions and business succession planning. As a dual licensed attorney in Washington and California, I provide a full range of estate planning, probate and trust services, including gift planning, post-death estate and trust administration, business succession planning, planning with respect to retirement plan and employee benefits, estate and gift tax audit representation and dispute resolution in both states. I also handle business formations and choice of entities, real estate transactions, and WA based cases involving elder law and guardianships. My passion and practice is working with clients to solve problems - with efficiency and professionalism. My goals are to expand my professional connections and locate work opportunities.
united states
sarasota
law practice
succession planning, business formation, estate planning, trusts, tax, gift tax, probate, litigation, corporate law, estate tax planning, corporate tax, federal tax, legal writing, estate law, financial planners, elder law, high net worth individuals, business, real estate transactions, legal advice, legal document preparation, real estate, guardianship
Experience
principal
principal
teel & associates pllc
senior counsel
dickenson, peatman & fogarty
Trust and Estates Attorney, specializing in estate planning, trust and probate administration, business succession - family tax planning and general business matters. Licensed to practice law in California and Washington.
senior counsel
lasher holzapfel sperry & ebberson
Estate Planning, Trust and Estate Administration, Tax Planning
senior counsel
carle mackie power & ross
Family Tax Planning - Emphasizing Trust, Estate and Gift Planning, Probate and Trust Administration, Charitable Gifting, Business Succession Planning, Guardianship/Conservatorships.
partner
randick & o'dea
Estate Planning, Trusts and Probate; Tax and Succession Planning.
of counsel
hawkes law firm p.s
Estate Planning, Trust and Probate Administration
frequent lecturer
california continuing education of the bar
* Basics of Drafting Revocable Trust * "Ethics in Estate Planning * "Annual Updates in Estate Planning"
senior tax manager
moss adams llp
Estate and Gift Tax Planning Specialist. Practice emphasis in business succession tax planning for high net worth individuals.
instructor
uc berkeley
CFP Certificate Program - Basic Income Tax
adjunct faculty - estate planning
golden gate university
attorney - principal
law offices of susan m teel
Principal, J.D., LL.M-Tax
Education
golden gate university, school of law
mills college
san francisco law school
law
university of california, los angeles
english
B.S. English - Speech"]
susan teel's Contact Information
Phone
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