SERVICES

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 Planing

  • 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

© 2020 by Caitlin Ross

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