Kaitlynn counsels clients in a wide range of trusts and estates matters. She assists clients in navigating the estate planning process, with particular consideration given to their individual financial circumstances, and drafts the full suite of estate planning documents, including wills, trusts, and advance directives. Kaitlynn also analyzes estate tax exposure, advises on gifting strategies and estate tax mitigation, and represents clients in estate administration proceedings in Surrogate’s Court.
Admitted to practice in New York State and Florida, Kaitlynn provides estate planning strategies to New Yorkers who own property in Florida, represents personal representatives in Florida estate administration proceedings, and counsels new Floridians on change of domicile.
Prior to her career in law, Kaitlynn was an investment performance analyst for a global investment firm, where she analyzed asset allocation and investment performance for endowments, foundations, and high-net-worth individuals.