Susan is a Trust & Estate Administration professional at Certus Legal Group, Ltd., assisting our attorneys and clients in the areas of estate planning, estate and trust administration and tax compliance matters, and related areas.

Having worked in the legal field since 1985, Susan’s responsibilities primarily include assisting our attorneys with trust funding projects, all facets of trust and estate administrations, preparation of trust and estate accountings, and individual income tax returns and fiduciary income tax returns.

Designations

Certified Public Accountant, 1989 – Present

Education

Bachelor of Arts, Accounting, Carroll College, 1985

 

 

Susan M. Schmidt



10700 W. Research Drive
Milwaukee, WI 53226

Phone: (414) 395-1793
Fax: (414) 455-1939

sschmidt@certuslegalgroup.com