Susan E. Piette is a Principal of the firm. Susan concentrates her practice in the areas of estate planning, family wealth management and business succession planning by focusing on client values, inter-family dynamics, and the type of legacy they want to leave behind.
Every family is different, and Susan is committed to providing clients with unique estate planning services that meet their specific needs. She has guided hundreds of clients in creating customized estate plans with asset protection and complex distribution patterns. Her focus also includes a special emphasis on the senior population and those individuals with long term care Medicaid needs where she works diligently in protecting their assets from long-term care costs by qualifying them for Medical Assistance (Medicaid) long-term care benefits.
Dedicated to taking care of you and your loved ones to provide a comprehensive plan and peace of mind for you moving forward, Susan is passionate about her ability to help clients be protected and prepared. She is very compassionate and sensitive to the needs of her clients, regularly meeting with her elderly clients at their home or in their nursing home residence. Susan is known for thoroughly and sensitively counseling seniors and their families on frequently asked elder law questions such as “What happens if I outlive my money?”, “Can ‘they’ take my house?”, “How can I protect and preserve my assets for my children?”
In addition to her estates practice, Susan has extensive expertise in municipal law, land use, zoning and real estate matters, and she utilizes her background in contracts, regulations, compliance, negotiations and committee and board interaction to assist her clients in analyzing and implementing their estate and long term care plans. Susan received her undergraduate and law degrees from the University of Illinois.
- Estate Planning
- Elder Law
- Estate Administration
- University of Illinois, School of Law (J.D. 1988)
- University of Illinois (B.S. 1985)
- “The A, B, C’s (and D) of Medicare – Navigating through the Regulations and Requirements for your Healthcare” – HRMML office, October 30, 2018 and November 13, 2018
- 55+ Series “Medicaid Planning” – HRMML office, September 25 and October 2, 2018
- “Agent Under a Power of Attorney / Social Security Rep Payee / Guardian of the person and estate — what is the difference, when are each needed and what are the responsibilities of each?” – The Reserves at Gwynedd, September 24,2018
- 55+ Series “Reducing Inheritance Taxes” – HRMML office, July 2 and August 7, 2018
- 55+ Series “To Trust or Not to Trust? Do I need one and what are my options?” – HRMML office, June 5 and June 12, 2018
- 55+ Series “Elder Law Overview” – HRMML office, May 8 and May 15, 2018
- “Medicaid Asset Transfer Rules and Techniques” – National Business Institute, March 16, 2018
- “To Trust or Not to Trust – that is the question? A tutorial on various trusts and why or why not someone would want / need one.” – The Reserves at Gwynedd, March 12, 2018
- “People Need People – Who is on your team?” – Merck Union Retiree Meeting, February 28, 2018
- “Dealing with Disaster: Emergency Management Planning and Estate Administration for Business Owners” – Business Advisory Group Seminar, HRMM&L, February 22, 2018
- “Medicaid Asset Transfer Rules and Techniques” – National Business Institute, January 25, 2018
- “Advanced Directive, DNR” – POLST – Gwynedd Nursing Center Admin., October 2, 2017
- “How Large Should Your Nest Egg Be to Allow for Comfortable Retirement?” – The Reserves at Gwynedd, September 25, 2017
- “Taking Medicaid Planning into Consideration When Creating Wills and Trusts” – National Business Institute, August 29, 2017
- “Protecting Assets While Qualifying for Medicaid” – National Business Institute, June 13, 2017
- “What is a Power of Attorney? and why everyone needs one.” – Merck Union Retirees Meeting, May 31, 2017
- “What’s Your Will? It is up to you to make choices” – The Reserves at Gwynedd, February 15, 2017
- “What’s Your Will? It is up to you to make choices” – Meadowoods, February 9, 2017
- The Montgomery County Elder Law Handbook (2017), Co-editor
- “Agent vs. Guardian – What is the difference?” Firm Blog, December 29, 2016
- “What’s Your Will? It is up to you to make choices” – Merck Union Retirees Meeting, September 28, 2016
- Laboratory Testing Employee Fair, September 2016
- “Estate Planning, You and Your Family” – NFL Players Conference Weekend, Atlantic City, NJ, June 28, 2016
- Merck Union Employee Fair, June 23, 2016
- “Economics of Ensuring an Inheritance for Your Children While Planning for Possible Skilled Nursing Care” – The Reserves at Gwynedd, June 15, 2016
- “Economics of Reducing Inheritance Taxes; What You and Your Heirs Should Know to Plan Accordingly” – Meadowood, May 12, 2016 and Merck Union Retirees Meeting, May 25, 2016
- Upper Merion Township Senior Center 55+, Wellness Expo, May 2016
- “Insights for Parent Care Conversation and Your Own Future Well-Being” – Panel discussion with The Dunn Group, April 29, 2016
- “What is a Power of Attorney? And do I Need One?” Firm Blog, April 18, 2016
- “Elder Law Matters – Basic Planning” – Meadowood, January 2016
- “Estate Planning for the Family Vacation Home; Avoiding World War III” – The Reserves at Gwynedd, January 2016
- “Staying at Home – Caregiver Agreements, Home Healthcare and Reverse Mortgages” – Merck Union Retirees’ meeting, November 2015
- “Elder Law Matters – Basic Planning” – Mother of Divine Providence Parish, October 2015
- Laboratory Testing employee fair, October 2015
- “Estate and Elder Law Planning” – 740 AM WVCH radio interview, August 2015
- “A, B, C’s of Medicare and Social Security Options and Strategies” – The Reserves at Gwynedd, June 2015
- Upper Merion Township Senior Center 55+ Wellness Expo, May 2015
- “Estate Planning, You and Your Family” – Potential NFL Drafts and current NFL players, April 2015
- Elder Law Informational Clinic; Esperanza Health Clinic / Christian Legal Clinics of Philadelphia, February, 2015
- “Planning for Medicaid” – Merck Union retirees’ meeting, February, 2015
*Prior offerings topics available upon request.
Professional and Civic Memberships
- Pennsylvania Bar Association
- Montgomery Bar Association
- Elder Law Committee
- The Mayflower Society
- The Daughters of the American Revolution
Honors and Awards
- Listed as “Awesome Attorney” for Elder Law, Suburban Life Magazine, 2012
Susan has always been active in giving back to communities through her leadership and activities as a Child Ambassador for World Vision, a Christian relief, development and advocacy organization working with children, families and communities to overcome poverty; through her church mission efforts in the Montgomery County and Camden areas and as far away as Haiti.
Susan has three adult children. She enjoys time with them, traveling, baking, and photography. She is also an avid perennial flower gardener.
- Negotiated an Escrow Agreement to permit entrance of an elderly client to the skilled nursing facility of her family’s choice after her entrance application had been denied due to liquidity and uncertainty of funds, her geographic residence and that of her power of attorney at the time the application was made. The facility would not accept the family’s promise to pay for care in light of the unknown time it might take to sell the out-of-state residence which was to be utilized to pay for the client’s care. The Agreement provided for funding of an escrow account by a family member from which draws could be made to pay for cost of care while the out-of-state residence was being sold. The Agreement and escrow assured funding of care but did not add additional assets to the client that would need to be spend down in the future should Medicaid be needed to pay for care once the assets of the home sale had been depleted.
- Prepared Caregiver Agreement for client delineating specific role, responsibilities and obligations of adult child as caregiver and documenting legal payment to adult child for copious time given to care of mother. The Agreement allowed for a transfer of funds from the mother which would not be categorizes as an ineligible transfer of funds for Medicaid purposes, and which would provide the adult child with a means to receive an income for the care being given.
- Served as Solicitor for several Townships and Zoning Hearing Boards, overseeing quasi judicial municipal land use public hearings, authored multiple municipal zoning decisions.
- Responsible for negotiations of municipal multi million dollars land development and subdivision financial security agreements, conservation management easements and land use restriction declarations.
- Facilitated tax anticipation borrowing loans and municipal borrowing for municipal open space purchases.
HRMM&L to Host Free “Reducing Inheritance Taxes” Seminar July 24 and August 7
June 22, 2018
Four HRMM&L Attorneys Participate in Community Reading Day
May 10, 2018
Nathan Murawsky and Susan Piette Elected to Partnership
May 9, 2018
HRMM&L Attorneys Volunteer at Annual Literacy Program Event
April 24, 2017
Susan Piette – Estate Planning Speaking Engagements Fall 2013
August 27, 2013
Susan Piette Speaks at ACTS Community of Springhouse Estates
April 17, 2013
The Pennsylvania Sourcebook Publishes Estate Planning Articles Written by Susan Piette
April 1, 2013
ELDER LAW ALERT: Can “THEY” Take My Home?
January 29, 2013
Today’s Caregiver: Publishes Susan Piette’s Article on Key Estate Planning Issues
January 1, 2013
To Trust or Not to Trust? – HRMM&L In Brief article January 2013 issue
January 1, 2013
Eight Lawyers Selected as “Awesome Attorneys” by Suburban Life Magazine
January 1, 2013
HRMM&L Attorneys, Staff and Paralegals Donate a Saturday to “Wills for Heroes”
October 17, 2012
Don’t be a Joe or Helen! Protect Your Assets and Wishes Now! Elect Non-crisis planning for you or your loved one – HRMM&L In Brief May 2012 issue
May 3, 2012
HRMM&L Sponsored Lansdale Catholic High School Networking Night October 18, 2011
October 2, 2011