Creating a comprehensive estate plan is critical to preserving and
distributing your wealth, as well as protecting it from taxes and fees.
In this seminar, you will learn the fundamentals of estate planning to help you implement or improve your own estate plan or the estate plan of a loved one.
About Caitlin Ross: Caitlin’s practice emphasizes planning individual’s estates and trusts and assisting clients with their business succession planning. Caitlin’s estate planning practice includes preparation of wills, powers of attorney, revocable trusts, life insurance trusts, charitable remainder trusts, qualified personal residence trusts, formation of family partnerships and other limited liability entities. Caitlin also assists clients in tax planning to minimize estate taxes, gift taxes, income taxes and property taxes. Caitlin also works with families on post-mortem matters, including but not limited to probate matters and trust administration issues.
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