Carrie Z. Michaelis
Director
New York
cmichaelis@goulstonstorrs.com+1 212 878 5150Carrie Z. Michaelis
Director, New York
cmichaelis@goulstonstorrs.com+1 212 878 5150Related Expertise
Carrie Michaelis helps high-net-worth individuals and their families protect and transfer wealth to future generations. Providing refined planning advice, Carrie handles estate, gift, and generation-skipping transfer tax matters and helps clients structure charitable giving strategies.
Carrie prepares customized wills and trusts and counsels fiduciaries on estate and trust administration. When working on charitable giving initiatives, Carrie employs charitable trusts and private foundations in addition to negotiating and drafting complex gift and endowment agreements. It is of the utmost important to Carrie that each client’s unique needs are met so that they are prepared for a smooth asset transfer to their beneficiaries.
Personalized Wealth Preservation Strategies
Carrie’s deep, long-standing relationships with her clients is the hallmark of her career and core to her value system. Working closely with each client, she prioritizes understanding their personal goals so that she may establish the best possible strategies to preserve their assets. In parallel to this work, Carrie carefully applies tax efficient methods for transferring wealth to future generations. Across this entire process, clients are deeply appreciative of her thoughtful, thorough attention to meeting the long-term needs of their estates.
Related Representative Matters
Design and implement sophisticated and tax-efficient estate plans that reflect client needs and goals.
Advise trustees, executors, and beneficiaries across all trust and estate administration matters.
Advise clients to achieve trust modifications, terminations, and decanting at appropriate stages of their lifetimes.
Handle post-mortem estate administration, including preparing complex tax returns and valuation issues associated with such returns.
Draft and execute revocable and irrevocable trust arrangements for advantageous wealth transfer opportunities.
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Accolades
- Chambers USA, High Net Worth, Private Wealth Law: Mid-Market, 2023-2024
Affiliations
- New York State Bar Association
- New York City Bar Association
- Gabriel Zimpritch Poetry Symposium Poetry & Writing Collection at the Thomas Memorial Library in Cape Elizabeth, Maine
Admissions
- New York
- Connecticut
Education
Duke University ( B.A. , 1998 )
Duke University School of Law ( J.D. , 2004 )