Carrie Z. Michaelis

Representative Matters

Tax-Efficient Estate Plans

Design and implement sophisticated and tax-efficient estate plans that reflect client needs and goals.

Trust and Estate Matters

Advise trustees, executors, and beneficiaries across all trust and estate administration matters.

Trust Modifications, Terminations, and Decanting

Advise clients to achieve trust modifications, terminations, and decanting at appropriate stages of their lifetimes.

Post-Mortem Estate Administration

Handle post-mortem estate administration, including preparing complex tax returns and valuation issues associated with such returns.

Revocable and Irrevocable Trust Arrangement

Draft and execute revocable and irrevocable trust arrangements for advantageous wealth transfer opportunities.