Levenfeld Pearlstein’s trust & estates practice grows

Date: 26 Oct 2020


Levenfeld Pearlstein is pleased to announce that itsTrusts & Estates Groupis growing with the addition of two new strategic hires.

Joining the firm as Of Counsel,Suzanne Shierfocuses on positioning clients to use their assets to achieve the desired impact, and she advises her clients to use their resources to fulfill the aspirations they have for their families, businesses, and communities. She has decades of experience both in private practice and with a leading global wealth management firm. Her clients include executives, entrepreneurs, professionals, family wealth owners, corporate fiduciaries, and charities with both domestic and international residence and assets.

“I’ve known Suzanne for more than 25 years, and she is a wise advisor, a compassionate counselor, and a committed colleague,” saidRob Romanoff, the firm’s Managing Partner. “She brings a calm reassurance to her clients and colleagues alike, and we are thrilled that she is joining the LP team.”

Shier is also an adjunct professor in the Northwestern Pritzker School of Law LLM in Taxation Program, where she mentors law students on ways to use their talents to serve their clients. She also serves on philanthropic boards to provide guidance on fulfilling their mission, and is active in the civic community, concentrating on access to educational excellence at all levels. She serves on the Executive Committee of Kids Hope USA, Chicago Scholars Foundation, and Hope College. Shier earned her J.D., cum laude, from Loyola University Chicago School of Law, her LLM from DePaul University School of Law, and her B.A., with distinction, from the University of Michigan.

Also joining the firm isStephanie Ross, who focuses on helping individuals, families, and closely held businesses protect their wealth and efficiently transfer their estates. Ross has advanced knowledge in numerous areas of tax law, including fiduciary income tax and the transfer taxes. This tax background allows her to provide her clients with sophisticated wealth transfer planning. Ross has several years of experience with working with high-net-worth clients at The Northern Trust Company, including most recently serving as Vice President, Associate Wealth Advisor. Ross earned her J.D. and B.A. from Loyola University Chicago.

“We are excited to welcome Suzanne and Stephanie to the firm,” saidStuart Kohn, chair of the firm’s Trusts & Estates Group. “Suzanne brings astute insight based on her decades of experience, and Stephanie brings a creative energy to her relationships with both clients and colleagues.”

“LP’s experienced and skilled Trusts & Estates Group helps individuals and families to achievetheir business and personal planning goals, whether through gift planning, asset protection, charitable giving, or estate planning.The new additions will enable us to continue to provide high-quality service to our growing client base”.

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