New York – 919 Third Avenue
Advises on complex estate and tax planning for high-net-worth individuals and families, family businesses, entrepreneurs and real estate owners, and on planning for the generation-skipping transfer tax.
Through use of sophisticated techniques such as qualified personal residence trusts, grantor retained annuity trusts, dynasty trusts, intentionally defective grantor trusts and limited liability companies, among others, as well as traditional wills and revocable trusts, Catherine assists clients in minimizing the impact of estate and gift taxes on their estate plans, and in transferring family wealth to their children and grandchildren.
She also has considerable experience in the administration of large estates and trusts, advising clients on private foundation matters and in representing clients in contested estate and gift tax audits.
In addition to numerous audits settled at the initial and appeals levels, Catherine has also represented clients before the US Tax Court, achieving favorable settlement results and trial victories.
- Chambers High Net Worth
- The Best Lawyers in America
- Martindale-Hubbell, AV Preeminent
- New York Super Lawyers – Top Women Attorneys in the New York Metro Area
- Fellow, American College of Trust and Estate Counsel
- Member, Professional Advisors Council, Lincoln Center for the Performing Art
- Member, Advisory Board, Trusts & Estates magazine, Domestic Relations Committee
- Former Member, Trusts, Estates and Surrogate’s Court Committee; Former Chair, Subcommittee on Portability; Member, New York City Bar Association
- Member, Trusts and Estates Law Section, New York State Bar Association
- Former Member, Trusts and Estates Advisory Group, Board of the Optometric Center of New York, State College of Optometry
- New York University School of Law, JD, magna cum laude, New York University Law Review, Order of the Coif
- Harvard University, EdM
- Georgetown University, BS, Psi Chi, cum laude
- New York
- Connecticut
- Supreme Court of the United States
- US Tax Court
- US District Court, Eastern District of New York
- US District Court, Southern District of New York
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