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Caitlin Panasci
Advisor
Caitlin brings expertise in estate planning and intergenerational wealth transfer.
About
Caitlin Panasci is an accomplished estate planning specialist with particular expertise in complex intergenerational wealth transfer strategies. Her work focuses on creating comprehensive estate plans that preserve family wealth while minimizing tax implications. She has successfully structured numerous family trusts and implemented sophisticated estate planning solutions for ultra-high-net-worth families.
Education
LLM in Taxation
NYU School of Law (2014)
JD
Boston University (2010)
Areas of Expertise
- Estate Planning
- Trust Formation
- Tax Efficiency
- Succession Planning