Susan Copeland
Of Counsel
Practice Group(s): Private Wealth Services
Susan Copeland is an of counsel attorney who re-joined the firm in 2012.
- Practice Areas[ - ]
- Estate and Trust Planning
- Probate and Trust Administration
- Tax Preparation and Audits
- Guardianship Administration
- Estate, Gift and Generation-Skipping Tax Planning
- Fiduciary Representation
- Advanced Estate Planning Strategies
- Charitable Planning
- Education[ - ]
- University of Florida, LL.M., 1998
- Nova Southeastern Shepard Broad Law Center, J.D., magna cum laude, 1997
- Mercer University, B.B.A., 1994
- Seminars & Presentations[ - ]
- “GRATS vs. Installment Sales vs. Direct Gifts,” First Annual Joint Symposium on Estate Planning & Philanthropy, 2007
- “Power of Attorneys, Living Wills & Health Care Surrogates: What Do They Actually Say,” Treasure Coast Chapter of Paralegal Association of Florida, Inc., 2005, 2000
- “Estate Planning 101,” Parents without Partners, 2003
- “Guardianship 101,” Treasure Coast Chapter of Paralegal Association of Florida, Inc., 2001
- “Issues on Aging,” IRSC Chastain Center, 1999
- Professional Associations & Memberships[ - ]
- American Bar Association
- Florida Bar Association
- Martin County Bar Association Elder Law/Probate/Guardianship Committee Member
- Martin County Estate Planning Council
- VNA/Hospice Foundation of Indian River County, Professional Advisory Board Member
- Indian River County Estate Planning Council
- Bar Admissions[ - ]
- The Florida Bar, 1997
- Civic & Community Service[ - ]
- Junior League of Martin County, Past President
- Fairlawn Elementary PTO, Secretary
- St. Lucie County 4-H
- Daughters of the American Revolution, Treasure Coast Chapter
- The Library Foundation of Martin County, 2000-06
Pearls of Wisdom Ball Committee, 2004-06 - Martin County Fair Association, 1999-2002

