Caitlin E Ross

Estate Planning

Caitlin works with clients on all aspects of their estate plan, from reviewing existing estate planning documents, to drafting and funding trusts. Her estate planning practice includes the preparation of wills, powers of attorney, advance health care directives, guardian nominations, revocable trusts, special needs trusts, spendthrift trusts, life insurance trusts, charitable remainder trusts, grantor retained annuity trusts, qualified personal trusts, and other advanced tax planning trusts.

Estate and Trust Administration

Caitlin works with clients on all legal issues that arise when a loved one passes away. The process includes reviewing the existing estate planning documents of the deceased and making recommendations for settling the decedent's estate. Her post-mortem practice includes drafting petitions, making court appearances, preparing accountings, drafting asset agreements, assisting with the filing of income and estate tax returns, funding subtrusts, and advising clients on potential tax liabilities in the trust or estate administration.

Business Planning

Caitlin assists clients with creating their businesses and implementing business succession planning. The process includes reviewing existing corporate governance documents and meeting with clients to understand their goals and business dynamics. Her business planning practice drafting family partnerships and other limited liability entities, and includes advising the client on all aspects of business formation and operation and the tax issues and liability issues surrounding such decisions.