Catherine M. Taylor, ESQ.
Catherine M. Taylor is a principal specializing in trusts and estates. She brings over 16 years of experience as a fiduciary accountant and trusts and estate paralegal in law firms to Citrin Cooperman.
With a deep expertise in trusts and estates, Cay works closely with attorneys and financial planners to develop strategies for intergenerational wealth preservation. She also has a dedicated focus in the areas of transfer, estate, and gift tax mitigation. Cay is a member of the firm's Trust & Estate Practice Group's Steering Committee.
Presentation and Publications
Cay is regularly engaged to speak on the topic of trusts and estates. She most recently spoke at the United Nations on estate planning for G-4 visa holders.
Cay is a member of the American Bar Association (ABA), the New York State Bar Association (NYSBA), and the New Jersey State Bar Association (NJSBA).
Education & Licenses
Cay graduated Summa Cum Laude from Dowling College with a degree in Liberal and Professional Studies. She is also a graduate of Brooklyn Law School, and is admitted to practice law in the States of New York and New Jersey.
Jan 12, 2017
Heard at Heckerling- Day 3 more
Jan 11, 2017
Heard at Heckerling- Day 2 more
Jan 10, 2017
Heard at Heckerling more
Jun 20, 2016
7 Tips for Simplifying Tax Writing more
Mar 26, 2016
Director Catherine Taylor is featured in Barron's Penta regarding trusts and divorce more
Nov 05, 2015
Director Catherine Taylor is mentioned in TheStreet regarding Trust and Estates more
Jun 12, 2015
Cay Taylor is quoted in an article in The Street entitled “When is $5 Million Not Enough Personal Wealth?” more