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.
Certified Public Accountant, 1989 – 2020
Bachelor of Arts, Accounting, Carroll College, 1985
10700 W. Research Drive
Milwaukee, WI 53226
Phone: (414) 395-1793
Fax: (414) 455-1939