Recent Books and Articles
ALI-ABA Estate Planning Course Materials Journal – GST Tax
Susan wrote a technical piece for attorneys on Generation-Skipping Transfer Tax Mistakes: Avoiding Them Before They Happen and Fixing Them After They Happen, published in the ALI-ABA Estate Planning Course Materials Journal, December 2010.
Parents Must Put Children In The Know
Susan was extensively quoted (including lead quote) in the Financial Times, March 25, 2008, “Parents Must Put Children in the Know,” by Ian Driscoll.
“The kids see the way their parents live; they see the way their parents travel,” says Ms Schoenfeld. “If the children are given mixed messages and money’s never discussed, they ultimately don’t know how it should impact their career choices or their personal priorities.”
Allocation of GST Exemption to ILITs
Susan wrote “Allocation of GST Exemption to Contributions to Life Insurance Trusts“, published May 1999 in The CPA Journal.
Allocation of GSTX to ILITs