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Note From the Editor: September 2024Note From the Editor: September 2024

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.

Susan R. Lipp - Moderator, Editor in Chief

August 23, 2024

2 Min Read
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This month, we’re proud to introduce two new features in Trusts & Estates. The first is our Financial Advisors Committee Report. We created this committee a few months ago, as we recognized estate-planning professionals must work hand-in-hand with financial advisors to provide a full range of services to their clients. This need for collaboration is highlighted in “The Financial Advisor as Quarterback,” p. 60, by D. Vance Barse, which discusses how the financial advisor can lead the entire estate-planning team in estate planning, tax planning, risk management and financial planning. The other article in the Committee Report, “Preserving Wealth Across Generations,” by Jack Elder and Ali Khodadad, p. 54, outlines the impending changes with...

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About the Author

Susan R. Lipp - Moderator

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.