Susan R. Lipp

Editor in Chief
Trusts & Estates Magazine

Susan R. Lipp is editor in chief of Trusts & Estates magazine, the WealthManagement.com Journal for estate-planning professionals. She oversees both the print and online version of T & E, as well as the monthly e-newsletter articles.
Susan served in leadership positions at Vendome Group, LLC (formerly Brownstone Publishers, Inc.) with editorial responsibility for publications and newsletters. Following her tenure at Vendome Group, Susan joined Community Housing Improvement Program (CHIP) as General Counsel, where she was editor in chief of its monthly newsletter and implemented initiatives to educate members on legal requirements. Susan began her career at Rosenberg and Estis, P.C., a real estate law firm in New York City.
Susan holds a Bachelor of Arts in Sociology from Brandeis University. She received her Juris Doctor Law degree from Hofstra University School of Law, graduating with distinction and having served as Associate Editor of the Law Review. Susan is admitted to practice law in New York State and is a member of the New York State Bar Association.

Articles by Susan R. Lipp
Note From The Editor June 2013
Editor in chief Susan R. Lipp discusses this month's issue
Note From The Editor May 2013
Editor in chief Susan R. Lipp discusses the contents of this month's issue
VIDEO: Help Clients Start the Conversation About Money

Lori Sackler, Senior VP/ Senior Investment Management Consultant, MorganStanley SmithBarney sits with WealthManagement.com to discuss clients and money.

Note From The Editor April 2013
Editor in chief Susan R. Lipp discusses the contents of this month's issue
Note From The Editor March 2013
Editor in Chief Susan R. Lipp discusses the contents of this month's issue
Note From The Editor February 2013
Editor in chief Susan R. Lipp discusses the content of this month's issue
Getting Past the Fog
We sat down with Jeff Mortimer, director of investment strategy, BNY Mellon Wealth Management in Boston
Revisiting 2012 Family Wealth Transfers
WealthManagement.com sat down with Joan Crain, senior director, wealth strategist, BNY Mellon Wealth Management in Ft. Lauderdale, Fla.
A One-on-One With Bernie Krooks
We sat down with elder law expert Bernie Krooks, after he delivered his “Fundamentals Program on Elder Law” at Heckerling on Jan. 14. Here’s what Bernie shared with us.
Note from The Editor January 2013
Editor in Chief Susan R. Lipp discusses the content of this month's issue
Note from The Editor December 2012
Editor in chief Susan R. Lipp comments on the content of this month's issue
Estate-Planning Professionals Expect Business Growth 1
WealthCounsel and Trusts & Estates have the preliminary results of their annual survey to identify trends in the industry and to find out whether clients took advantage of the $5.12 million gift tax exemption in 2012 and what changes they expect in 2013.
Note from The Editor November 2012
Editor in Chief Susan R. Lipp discusses our most recent issue
Note from The Editor October 2012
Editor in chief Susan R. Lipp highlights the content in this month's issue
Note From The Editor September 2012
Editor in Chief Susan R. Lipp discusses the highlights of this month's issue
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Ed Jones to Wells Bank Channel (WBS)

I'm at EJ now in my 3rd year.  I'm in a difficult market for EJ and I'm a true scratch starter.  I'm above expectations, but getting tired of hunting money.  I'm considering going to work at Wells Fargo, who has a huge presence in my town.  The postion would be a bank advisor (WBS) and to me this sounds like a "piece of cake" after being at EJ.  Am I clueless or is the grass really greener?  If you're at WF or at another bank, please give me your thoughts. ...More

New Company set up

Hello, I am currently in the process of setting up my own FA firm. Actually it is a financial service firm including bookkeeping and budgeting services with financial planning as well. My business model is to be a flat fee to review portfolios, make suggestions & assist client with paperwork etc . I do not want to actually manage the investments which I feel allows me to recommend low expense products such as index funds etc.. My clientele will be the small accounts that every other FA would not want....More
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Most Recent Blogs & Columns
Jun. 18, 2013
blog

Not So Fast: Congressional Letter Could Put a Kink in DOL’s Proposal

Thirty-two members of Congress from minority caucuses have sent a letter to the Department of Labor, arguing that the agency's fiduciary proposal could disadvantage their constituents and limit minority access to financial advisors....More
Jun. 18, 2013
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Death of the Small Broker-Dealer   3

Over the past decade, a tremendous amount of pressure has been laid on the shoulders of the small broker-dealers of the securities industry. Like the iconic Willy Loman in Arthur Miller’s Death of a Salesman, these small and/or independent brokerages are allotted a significantly shorter leash than they have been in years past......More

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