A seasoned estate planner and trusted advisor, Susan (Susie) Friedman has spent more than two decades helping individuals and families strategize to protect and preserve their wealth through estate planning, tax and gift strategies, and the creation of various trusts. She additionally provides comprehensive counsel in business succession planning, probate trust and estate administration, charitable giving, special needs planning, and guardianships, ensuring her clients’ assets are safeguarded in the most effective and least restrictive manner.
Susie’s extensive experience in trust administration and estate planning includes advising families on structuring and managing family offices, guiding them through intricate estate, trust, and tax planning considerations, including real estate holdings. Known for her thoughtful and pragmatic approach, she works closely with clients to develop tailored solutions that align with their long-term goals while minimizing tax burdens and preserving generational wealth.
Susie holds a Bachelor of Arts degree in Political Science from Washington University in St. Louis and earned her Juris Doctor from Case Western Reserve University School of Law. Further complementing her practice, she also holds a Master’s degree in Social Work, equipping her with a unique ability to navigate both the legal and emotional complexities of estate planning.
Deeply committed to giving back, Susie is an active and engaged member of her community. She has served on the Jewish Federation of Cleveland’s Donor Advised Fund Committee since 2016 and is a member of its Professional Advisors Council. Additionally, she lends her experience to The Cleveland Museum of Art Gift Planning Committee and the University Hospitals of Cleveland Diamond Advisor Group, where she plays a key role in advancing philanthropic and legacy planning efforts.
Outside of her practice, Susie enjoys walking in the Metroparks near her home in Solon, spending time with her two daughters and her six-pound Yorkie, Louie, as well as playing tennis, skiing, and reading.
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