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

Bachelors Degree, Suma Cum Laude, Dowling College

Law Degree, Brooklyn Law School

Licenses

Cay practices law in the States of New York and New Jersey

Affiliations

Member, American Bar Association (ABA)

Member, New York State Bar Association (NYSBA) 

Member, Nassau County Bar Association (NCBA)

Member, Suffolk County Bar Association (SCBA)

WORK-LIFE BALANCE

Community Involvement

Member, Long Island Parrot Society

Get in touch with Catherine M. Taylor today.

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“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.”

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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.

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