Distinguished
Accredited Estate Planners®
  
Award received November 2004
Susan Porter, CTFA
US Trust Company of New York

Susan Porter is a managing director in the Wealth Management Division at United States Trust Company of New York.

Ms. Porter is a member of the Association of the Bar of the City of New York, where she is Chair of the Committee on Investment of Funds. She is Chair of the American Bar Association's National Conference of Lawyers and Corporate Fiduciaries Committee and Vice-Chair of Group B, Income and Transfer Tax Planning for the Real Property and Probate Trust Law Section. She is also a member of the Estate Planning Council of New York City and the New York, Florida and Wisconsin State Bar Associations.

Ms. Porter is a visiting adjunct professor at the University of Miami School of Law Graduate LL.M. Program in Estate Planning and a member of the Advisory Committee of the Philip E. Heckerling Institute on Estate Planning. Additionally, she is a member of the Advisory Board and a lecturer on discretionary trusts for the American Bankers Association's National Graduate Trust School. She frequently lectures about estate planning and administration and fiduciary law for professional and civic groups. She is on the editorial board of Practical Drafting and Tax Management's Advisory Board on Estates, Gifts and Trusts.

Community-minded, Ms. Porter is chairman and director of the Peoples' Symphony Concerts, a member of the Bankers and Lawyers Advisory Committee of the New York Philharmonic, the Professional Advisors Committee of the New York City Ballet, The Metropolitan Museum of Art Professional Advisory Council and served for 15 years as a member of the board of directors of the YMCA of Greater New York and for four years on the Board of Directors of the Alumnae/i Association of Vassar College.

Ms. Porter has been quoted in The Wall Street Journal; Fortune; Investor's Business Daily; and Crain's New York Business. She also appears on Lawline, a nationally syndicated cable-tv talk show.

Ms. Porter received her B.A. from Vassar College, her J.D. from the University of Wisconsin Law School and her LL.M. from New York University Law School. She is also a Certified Trust and Financial Advisor (CTFA).

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