Sussan H. Shore

Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill their goals to care for their families, meet charitable giving objectives and reduce estate taxes. Sussan has great compassion for her clients, quickly earning their trust through her patient approach, practical advice and straightforward communication. She is non-judgmental and creative, resolving the unique needs of clients in complex alternative and blended family structures as readily as those in traditional families.

As a certified specialist in Probate, Estate Planning and Trust Law by the California Board of Legal Specialization, Sussan’s practice spans the continuum from establishing an estate plan to the administration of estates and trusts. She represents fiduciaries, beneficiaries and court-supervised conservatorships and has a strong track record challenging tax authorities. When disputes arise among family members concerning estates and trusts, Sussan helps guide the parties toward resolution by focusing on the drivers behind the controversies.

Sussan is dedicated to sharing her deep knowledge of estate planning, trust and probate law with other attorneys and professionals. She taught Estate Planning at UCLA Extension for more than thirty years, earning the coveted “Distinguished Instructor” award in 2008. Sussan also frequently lectures at estate planning institutes, and has authored technical publications on estate planning strategies. A leader in the field, Sussan is the past chairperson of the Los Angeles County Bar Association Trust & Estates Section and she served as Chairwoman of the Probate, Trust & Estate Planning Section of the Beverly Hills Bar Association.

California

Since 1976

U.S. District Court, Central District of California

Since 1977

U.S. Supreme Court

Since 1991

U.S. Tax Court

Since 1977

Shareholder / Managing Director

Weinstock Manion

Current

Loyola Law School, Los Angeles

J.D.

1976

University of California - Los Angeles

B.A. | History

1973

The Best Lawyers in America

Best Lawyers

2019

1995-2019

Leading Individual - High Net Worth

Chambers & Partners

2018

Southern California Super Lawyers

Super Lawyers

2018

2004-2018

Top 50 Women Southern California Super Lawyers

Super Lawyers

2018

2005-2018

Top 100 Southern California Super Lawyers

Super Lawyers

2018

2009-2018

Distinguished Instructor

UCLA Extension

2008

AV Preeminent 5.0 / 5.0 Peer Review Rated and Client Rating

Martindale-Hubbell

California State Bar  # 72642

Member

Current

Beverly Hills Estate Planning Council

Member

Current

USC Probate & Trust Conference

Planning Committee Member

Current

Jewish Community Foundation

Legal Advisory Committee Member

Current

Managing Partners Roundtable

Member

Current

Stephen S. Wise Temple

Board Member

Current

Los Angeles County Bar Association

Member

Current

American Bar Association

Member

Current

Beverly Hills Bar Association

Member

Current

American College of Trusts & Estates Counsel

Fellow

1996 - Current

Charitable Remainder Trusts: Tools for making the Most of your Philanthropic Assets Upon Retirement

UCLA-CEB Estate Planning Institute

Minimizing the Impact of the Ballooning QTIP

USC School of Law Fifty-Third Institute on Federal Taxation - Major Tax Planning

Outright Noncharitable Gifts

Continuing Education of the Bar, 3rd Edition

Probate and Trust Notebook

USC Annual Probate and Trust Conference

Post Mortem Administration and Planning

California Society of CPA's

June 1988

Estate Planning and the Closely Held Corporation, Corporate Tax Issues Seminar

CES Seminars

September 1988

Audits of Federal Estate Tax Returns, Estate and Gift Tax Issues Seminar

CES Seminars

October 1988

Gifts to Children, NYU 49th Annual Institute on Federal Taxation

Developments in Advanced Gift Planning Techniques, USC 19th Annual Probate and Trust Conference

October 1993

Selected Post Mortem Planning Issues, Northern Trust of California Trust and Tax Forum

May 1995

Estate Planning for the Surviving Spouse, UCLA-CEB 18th Annual Estate Planning Institute

May 1996

Dealing with the Problems of the Incapacitated Trustor/Trustee, USC 25th Annual Probate and Trust Conference

November 1999

Trusts 2000

The Rutter Group

March 2000

Dealing with the Personal and Legal Issues of Incapacity

Los Angeles Estate Planning Council

April 2011

Certified Specialist - Estate Planning, Trust and Probate Law

The State Bar of California Board of Legal Specialization