Susan B. Bock

Susan B. Bock

Of Counsel
Boise, ID
Portland, OR
Overview

About Susan

Susan Bock counsels clients from Stoel Rives’ Portland and Boise offices 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, international estate planning and trust administration, and working with families and closely held businesses to achieve business succession planning and the creation of small family businesses.

Susan has successfully represented numerous clients before the IRS and U.S. Tax Court regarding valuation of closely held business interests. Susan also represents tax exempt organizations, including Oregon Recovery High School Initiative and Harmony Academy, the first high school in Oregon for students in recovery from alcohol and drug addiction disorder.

Prior to joining the firm, Susan was an associate and of 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

  • Executive Committee, Estate Planning & Administration Section of the Oregon Bar
  • Editorial Board, Estate Planning & Administration Section of the Oregon Bar Newsletter
  • Member, Estate Planning Council of Portland
  • Member, Oregon Bar Association
  • President, Bryn Mawr Club of Portland
  • Board Member and secretary, Oregon Recovery High School Initiative
  • Board Member and secretary, Harmony Academy
  • 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

  • Contributor, Practical Law, Oregon Estate Planning (Thomson Reuters)
  • “Advanced Gifting,” Estate Planning Seminar, Dec. 2018
  • “Advanced Testamentary Planning,” Estate Planning Seminar, Dec. 2018
  • “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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