SPECIALISTS

Catherine M. Taylor

Partner, Citrin Cooperman Advisors LLC

Experience

Catherine M. Taylor is an attorney whose practice is focused in the areas of gift, estate, and fiduciary taxation and planning. After working many years with top New York law firms, Cay has brought a deep understanding of estate planning and estate and trust administration to Citrin Cooperman, where she is now a key member of the firm’s Trusts and Estates Practice and a member of the group’s Advisory Board. 

Cay serves as an advisor to members of the Private Clients Practice, working closely with them, their clients, and their clients’ attorneys and financial planners to develop strategies for intergenerational wealth preservation, business succession, tax mitigation, and planning for the domestic and multinational individual and their families. She and her team provide fiduciary income tax and estate and trust administration services, including fiduciary accounting, to individual and corporate fiduciaries, as well preparing estate and gift tax returns.

CREDENTIALS

Education

Bachelor's Degree, Summa Cum Laude, Dowling College

Law Degree, Brooklyn Law School

Licenses

Cay is admitted to the bar in the States of New York and New Jersey

Affiliations

Member, New York State Bar Association (NYSBA) 

Member, Colorado Women's Bar Association (CWBA)

Member, Suffolk County Bar Association (SCBA)

WORK-LIFE BALANCE

Community Involvement

Member, Long Island Parrot Society

Get in touch with Catherine M. Taylor today.

Fill out the form below to get in direct contact with Catherine M. Taylor and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

“Helping clients in the area of trusts and estates isn’t just about numbers – they rely on me to help them make critical decisions, often during difficult times.”

Recommendations By Peers

Explore upcoming events, podcasts and articles by our top contributing partners, gaining insight on the latest market trends & research knowledge.

Related Insights

All Insights

Get in touch with Catherine M. Taylor today.

Fill out the form below to get in direct contact with Catherine M. Taylor and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

Home Office
icon LONG ISLAND Suite 401: T: (631) 930-5000