Susan Rosenberg

Susan Rosenberg
Senior Vice President Senior Trust Advisor Truist Bank

5350 Town Center Road

Suite 200,

Boca Raton, FL 33486

Susan.Rosenberg@Truist.com

Phone 561-362-3637

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About me

Background

Susan is a Senior Trust Advisor with Truist Wealth in Palm Beach County Florida, offering clients more than twenty years of experience in both trust and estates law and the financial services industry. Susan strives to bring her experience to provide you and your loved ones with creative and effective generational wealth preservation strategies. As an attorney, she has drafted wills, trusts of all types, philanthropic solutions, LLCs and more, in order to provide her clients with tax and asset preservation strategies*. Susan also represented individuals in court for probate, trust, and legal matters.

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Education

Juris Doctor Law Degree
Mitchell Hamline School of Law 1994
Bachelor of Arts
University of Minnesota - Minneapolis

Personal Interests

Susan enjoys walking, biking, the performing arts and spending time with her children.

Specialties

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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