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Caitlin C. Fitzsimons counsels high-net-worth individuals and families to maximize wealth preservation across generations and to ensure wealth passes in accordance with their wishes. She practices in the areas of sophisticated estate planning, trust and estate administration and estate, gift and generation-skipping transfer taxation, as well as charitable giving and family law. She creates wills, revocable trusts, dynasty trusts, life insurance trusts, grantor retained annuity trusts, qualified personal residence trusts, limited liability companies and other vehicles to implement her clients’ wishes. Additionally, she represents individuals and estates in disputes related to trusts and estates.

Capabilities

Recognition & Leadership

  • Member of Social Concerns/Samaritan Ministry, St. Cassian Parish, 2024-Present
  • Undergraduate Admissions Volunteer, Hamilton College, 2011-2019
  • Volunteer, Da Vinci Explorers, The New York Junior League, 2017-2019

Credentials

Education
  • LL.M., New York University School of Law
  • J.D., Cornell Law School
    • Associate, Cornell International Law Journal
  • B.A., cum laude, Hamilton College
Admissions
  • New York

Related Capabilities

Private Wealth Services Family Office Services Tax Estate Planning/Trust & Estate Administration Charitable Planning & Foundations