Susan is a senior advisor at Brown Brothers Harriman Trust Company, NA, in New York, where she supports the company’s Wealth Management and Trust practices. Before joining Brown Brothers Harriman Trust Company, Susan was a managing director in the Wealth Management Division at U.S. Trust Company in New York. Susan is a Certified Trust and Financial Advisor (CTFA) and an Accredited Estate Planner® (distinguished).
At Brown Brothers Harriman Trust Company, Susan provides legal counsel to clients on complex tax, estate, fiduciary, and charitable planning issues. She also advises the company, more generally, on policy and strategy decisions pertaining to these legal issues.
Within the Section, Susan is a member of the Section Council (where she serves as the Council Representative to the Income and Transfer Tax Planning Group), vice-chair of the Standing Committee on Groups and Substantive Committees, and is a member of the National Conference of Lawyers and Corporate Fiduciaries. In addition to her work with the American Bar Association, Susan is a member of the Estate and Gift Tax Committee of the Association of the Bar of the City of New York, the Estate Planning Council of New York City, and a member of each of the New York, Florida, and Wisconsin State Bar Associations.
Susan is an active educator. She serves as a visiting adjunct professor at the University of Miami School of Law Graduate LL.M. Program in Estate Planning and is a member of the Advisory Committee of the Philip E. Heckerling Institute on Estate Planning. Susan also has lectured on discretionary trusts for the American Bankers Association’s National Graduate Trust School. An active member of the New York community, Ms. Porter has served on many nonprofit boards of directors, including currently on the boards for the People’s Symphony Concerts and The Metropolitan Museum of Art Professional Advisory Council.