Carolyn is an attorney with extensive experience representing estates and trusts, financial professionals, and business owners and brings a well-rounded background for understanding the needs of estate planning and administration clients as well as fiduciaries serving their own clients.
Carolyn’s experience includes extensive Estate and Trust planning. Carolyn represents high net worth families as well as young adults to ensure that entire families, old and young, are provided with coordinated plans to protect their surviving loved ones, and to transfer assets as intended in a tax-efficient manner. Whether the clients are 18-year-old college students, or young couples having their first child or successful business owners, Carolyn provides thorough counsel to achieve both tax and non-tax goals.