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Tax and Wealth Transfer Strategies

 
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Grow and preserve your wealth, provide for your family, and support the causes that are important to you.

Having a vision for your wealth that includes a strategic plan can maximize and protect your assets from unexpected health, personal, and business risks. A strong plan proactively addresses potential tax impacts, considers the specifics of your portfolio and situation, and reflects your family’s dynamics and priorities.

Charitable Giving Under the New Tax Law

Watch this video from our Chief Wealth Planning and Tax Strategist, Suzanne Shier, for tax-efficient charitable giving tips.

 

The Time is Now: Tax and Wealth Planning 2018 – Flexibility and a focus on your goals will be key to financial wealth planning under the new law.

Related Insights

 

Our tax and wealth planning experts help you build flexible, efficient, long-term plans that optimize wealth transfer strategies and minimize taxes. They use data and tools to guide decisions on what to give, when and to whom, so you can capitalize on opportunities, achieve your lifetime goals and have a lasting impact for years—and generations—to come.

 

Wealth Transfer Strategies

Learn more about strategies that can make a difference in your wealth plan.

Lucky Number 13: Clear Up 13 GST Tax Misconceptions – The GST tax is rich and nuanced in its application–but often misunderstood.

The “Goal Standard” of Estate Planning – An accurate and articulate Statement of Wealth Transfer Intent may be the most important provision in the estate plan.

 

Suzanne L. Shier

Suzanne L. Shier

Wealth Planning Practice Executive & Chief Tax Strategist/Tax Counsel
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Suzanne L. Shier

Suzanne L. Shier

Wealth Planning Practice Executive & Chief Tax Strategist/Tax Counsel
 

Suzanne L. Shier is the Wealth Planning Practice Executive and Chief Tax Strategist/Tax Counsel for Wealth Management at Northern Trust and serves on the Wealth Management Operating Group. She is responsible for leading Wealth Planning Advisory Services and for providing thought leadership on wealth planning and tax issues of interest to clients, their families and their advisors, with a special emphasis on wealth planning and tax policy, legislation, strategies, trends and developments.

Throughout Suzanne’s more than 30 year career she has worked closely with her clients developing wealth planning solutions tailored to their particular circumstances. Prior to joining Northern Trust, Suzanne spent 26 years as a partner at Chapman and Cutler LLP in Chicago, ultimately leading the firm’s Trusts and Estates practice, representing individuals, charitable organizations, and corporate fiduciaries in a full range of wealth planning and fiduciary matters, including philanthropy, domestic and international wealth planning, and fiduciary administration.

Suzanne is a Fellow of the American College of Estate and Trust Counsel, an Academician of The International Academy of Estate and Trust Law and an adjunct professor in the Tax Program at Northwestern University Pritzker School of Law. A frequent speaker and author, she has been quoted in publications such as the Wall Street Journal and Bloomberg and has received numerous professional honors and recognitions, including selection for inclusion in Best Lawyers in America in Trusts and Estates.

Suzanne earned her bachelor’s degree with distinction in economics and sociology from the University of Michigan in 1982. She received her law degree, cum laude, from the Loyola University Chicago School of Law in 1985 and a master of laws in taxation (LLM) from the DePaul University College of Law in 1997.

In the civic community, Suzanne is passionate about providing access to higher education and career mentoring. She has served on the Boards of Directors and Executive Committees of Gads Hill Center, the Chicago Coalition of Women’s Initiatives in Law, Chicago Scholars, a college access program for high potential urban students, and a Trustee and member of the Executive Committee of Hope College.

Suzanne is a member of the Chicago Bar Association, Chicago Estate Planning Council, American Bar Association, International Bar Association and the International Society of Trust and Estate Practitioners.

 

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Wealth Magazine

Financial and lifestyle perspectives to help you manage your wealth.

 

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