Carolyn guides individual private clients and business owners in all facets of tax and estate planning. She also represents individual and corporate fiduciaries with respect to probate and the administration of trusts and estates. She has more than 30 years of experience in creating multigenerational wealth plans using a variety of trusts, including GRATs, ILITs, QPRTs, lifetime and testamentary CLTs and CRTs, dynasty trusts, intentionally defective grantor trusts, SLATs, DPTs and QDOTs, as well as advising clients on various issues related to asset protection planning, charitable planning, retirement planning, business succession planning, and personal and fiduciary income tax planning.
Combining her in-depth knowledge of the estate and gift tax laws with a personalized approach to each client’s unique family dynamics, Carolyn is a valued and trusted advisor on various tax planning, business succession, retirement and charitable planning topics. She also prepares and processes complex estate and gift tax returns, fiduciary income tax returns, and both judicial and non-judicial accountings.
Carolyn guides individual private clients and business owners in all facets of tax and estate planning. She also represents individual and corporate fiduciaries with respect to probate and the administration of trusts and estates. She has more than 30 years of experience in creating multigenerational wealth plans using a variety of trusts, including GRATs, ILITs, QPRTs, lifetime and testamentary CLTs and CRTs, dynasty trusts, intentionally defective grantor trusts, SLATs, DPTs and QDOTs, as well as advising clients on various issues related to asset protection planning, charitable planning, retirement planning, business succession planning, and personal and fiduciary income tax planning.
Combining her in-depth knowledge of the estate and gift tax laws with a personalized approach to each client’s unique family dynamics, Carolyn is a valued and trusted advisor on various tax planning, business succession, retirement and charitable planning topics. She also prepares and processes complex estate and gift tax returns, fiduciary income tax returns, and both judicial and non-judicial accountings.
Carolyn is a strategist who regularly formulates wealth transfer plans for UHNW clients, drafts complex and customized trusts, corporate structures and wills to implement her clients’ goals and business succession plans, advises on asset protection, retirement and charitable giving. She also prepares and processes 706, 709, 1041 and 990-PF forms, including formal and informal accountings.
Carolyn was the founder of a trust and estate boutique law firm that served UHNW clients and corporate fiduciaries in all aspects of sophisticated estate planning. She oversaw and engaged in all phases of estate administration of mid-size and large estates, including IRS estate tax audits and litigation, drafted and negotiated complex marital agreements and commercial and residential real estate transactions.
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