Susan B. Bock

Susan B. Bock

Of Counsel
Portland, OR
Overview

About Susan

Susan Bock counsels clients in the administration of estates and trusts, as well as estate, corporate, tax and financial planning. Susan’s practice includes advising clients in the areas of income, estate, and gift taxes; counseling trustees and beneficiaries; charitable planning; and working with families and closely held businesses to achieve business succession planning and the creation of small family businesses. Susan also represents tax exempt organizations. She has successfully represented numerous clients before the IRS and U.S. Tax Court regarding valuation of closely held business interests.

Prior to joining the firm, Susan was an associate and counsel with Arnold Gallagher, P.C. in Eugene, Oregon; Vorys, Sater, Seymor & Pease LLP in Cincinnati, Ohio; Moore & Van Allen, PLLC in Charlotte, North Carolina; and Stradley, Ronon, Stevens and Young in Philadelphia, Pennsylvania.

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Honors

Honors & Activities

  • Editorial Board, Estate Planning & Administration Section of the Oregon Bar Newsletter
  • Member, Oregon Bar Association
  • President, Bryn Mawr Club of Portland
  • Board Member and Treasurer, Lake Oswego Equestrian Center
  • Board Member, Oregon Recovery High School Initiative
  • Board Member, Portland Duke Alumni Association
  • Volunteer, Legal Aid Services of Oregon Elder Law Clinic
  • Volunteer, Catholic Charities (Refugee Resettlement and Guardianship Clinics)
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Insights & Presentations

Insights & Presentations

  • “Oregon Rule against Perpetuities,” Administering Trusts in Oregon (Oregon Bar, 2018 Ed.)
  • “Tax Issues in Postmortem Administration,” Administering Trusts in Oregon (Oregon Bar, 2018 Ed.)
  • “Revocable Living Trust,” Estate Planning from A to Z, Dec. 2017
  • “Trusts Used for Tax Reduction,” Estate Planning from A to Z, Dec. 2017



Related News & Publications


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