Caitlin E Ross
   ATTORNEY AT LAW

Attorney at Law

Serving your estate planning, estate administration, trust administration, and business planning needs.

 

 

 

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Welcome to the law office of Caitlin E Ross. Caitlin has years of experience in estate planning, tax planning  and trust and estate administration.  Caitlin is pleased to have been working with her clients since she opened her own law office over ten years ago. 

Caitlin focuses on getting to know her clients and drafting documents that best suit their needs. After executing their estate plan, Caitlin continues to work with her clients to ensure that their needs are being met as years pass by and as the laws change. Caitlin provides attorney services to clients in all aspects of estate planning, business planning and tax planning, including but not limited to:

Estate Planning

  • Trusts
  • Powers of Attorney
  • Advance Health Care Directives
  • Guardian Nominations
  • Wills
  • General Transfers
  • Certifications of Trusts

Advanced Estate Planning

  • Special needs trusts
  • Spendthrift trusts
  • Irrevocable life insurance trusts
  • Charitable trusts
  • Intentionally Defective Grantor Trusts
  • Grantor Retained Annuity Trusts
  • Retirement Trusts

Probate estate administration

  • Formal probate proceedings
  • Small estate administration

Trust Administration

  • Disclaimers
  • Asset Allocations
  • Trustee Notification
  • Trustee Accountings

Other Services

  • Guardianship proceedings
  • Conservatorship administration
  • Real property transfers
  • Business succession planning and retirement planning
  • Partnership and LLC formation
  • Gift and Tax planning
  • Lifetime gifting strategies

 

The law office of Caitlin E Ross is a California law firm with a focus on estate planning, business planning, tax planning and estate administration. With offices in Sacramento and Roseville, Caitlin works with clients in Sacramento County, Placer County, Yolo County, El Dorado County, Amador County and San Joaquin County.

 

Read about the services we offer and choose which best fits your estate, tax or business planning needs.

Learn why Caitlin E Ross is such a highly esteemed attorney in the greater Sacramento area.

Contact us, get driving instructions and view a map to our Roseville office.