Previous Law Firm Name

• Susan M. Graham Law Office, P.A.

Languages

• English

Law Firm Overview

Ms. Graham is a frequent speaker and seminar leader in the field of estate planning. She regularly talks to groups concerning estate planning issues such as Revocable (Living) Trusts, Asset Protection, Wills, Death Probate, Estate Administration, Medicaid Planning, Protecting Disabled Heirs, and Minimizing Death Taxes.

Ms. Graham, as an Elder Law attorney, is certified by the National Elder Law Foundation (NELF), the only organization approved by the American Bar Association to offer certification in the area of Elder Law. NELF is approved by the Idaho Commission on Certification of Attorney as Specialist.

Ms. Graham is also an Accredited Investment Fiduciary named by the Foundation for Fiduciary Studies (FFS). The FFS is a non-profit organization devoted to the development and enhancement of fiduciary standards of care for trustees, investment committee members and investment advisors. The Center for Fiduciary Studies operates in association with the University of Pittsburgh, Joseph M. Katz Graduate School of Business and is the first full-time training facility devoted to the subject of portfolio management and investment fiduciary standards of care.

Ms. Graham is a board member and past President of the American Association of Trust, Estate and Elder Law Attorneys, past President of the Treasure Valley Estate Planning Council and a member of the National Academy of Elder Law Attorneys.

Ms. Graham graduated with a Bachelor's Degree from Cornell University, in Ithaca, New York. She also received a Master's Degree in Business Administration, at Boston University, Boston, Massachusetts and is an Accredited Investment Fiduciary (AIF). She taught finance courses on the college level at Washington State University, Pullman, Washington and the University of Idaho, Moscow, Idaho.

Areas of Practice

• Trusts - Revocable, Heritage Special Needs
• Elder Law
• Wills, Health Documents & Power of Attorney
• Probate & Death Administration
• Medicaid, VA, and Asset Protection
• Prenuptial Agreements

Classes and Seminars

• ID Elder Care Planning: How To Protect Assets & Provide for Services, National Business Institute, 2005
• Elder Law Class - Medicaid; Sponsor: U of I College of Law, 2006
• Considerations in Planning for Incapacity, National Business Institute, 2007
• Ethical Issues in Estate Planning, National Business Institute, 2007

Pro Bono Activities

• Represent Minor in Recovery of Moneys Wrongfully Taken
• Trustee for Speacial Needs Trust
• Idaho Legal Aid Services Board Member

References

• Idaho Trust Bank
• US Bank
• Wells Fargo Bank
• Bank of the Cascades

Ancillary Businesses

• Accredited Investment Fiduciary, 2005

West Practice Categories

Estate Planning, Elder Law, Living Wills, Powers of Attorney and Appointment, Trusts, Wills, Probate & Estate Administration, Estate Administration