Bar Admissions
- New York
- Connecticut
Court Admissions
- US Supreme Court
- US Tax Court
- US District Court, Eastern District of New York
- US District Court, Southern District of New York
Education
- New York University School of Law, JD
- magna cum laude
- Order of the Coif
- New York University Law Review
- Harvard University, EdM
- Georgetown University, BS
- cum laude
- Psi Chi
Catherine Grevers Schmidt
Partner
Advises on complex estate and tax planning for high-net-worth individuals and families, family businesses, entrepreneurs and real estate owners, and on planning for the generation-skipping transfer tax.
Through use of sophisticated techniques such as qualified personal residence trusts, grantor retained annuity trusts, dynasty trusts, intentionally defective grantor trusts and limited liability companies, among others, as well as traditional wills and revocable trusts, Catherine assists clients in minimizing the impact of estate and gift taxes on their estate plans, and in transferring family wealth to their children and grandchildren.
She also has considerable experience in the administration of large estates and trusts, advising clients on private foundation matters and in representing clients in contested estate and gift tax audits.
In addition to numerous audits settled at the initial and appeals levels, Catherine has also represented clients before the US Tax Court, achieving favorable settlement results and trial victories.
Highlights
Catherine Grevers Schmidt
Partner
Advises on complex estate and tax planning for high-net-worth individuals and families, family businesses, entrepreneurs and real estate owners, and on planning for the generation-skipping transfer tax.
Through use of sophisticated techniques such as qualified personal residence trusts, grantor retained annuity trusts, dynasty trusts, intentionally defective grantor trusts and limited liability companies, among others, as well as traditional wills and revocable trusts, Catherine assists clients in minimizing the impact of estate and gift taxes on their estate plans, and in transferring family wealth to their children and grandchildren.
She also has considerable experience in the administration of large estates and trusts, advising clients on private foundation matters and in representing clients in contested estate and gift tax audits.
In addition to numerous audits settled at the initial and appeals levels, Catherine has also represented clients before the US Tax Court, achieving favorable settlement results and trial victories.
Bar Admissions
- New York
- Connecticut
Court Admissions
- US Supreme Court
- US Tax Court
- US District Court, Eastern District of New York
- US District Court, Southern District of New York
Education
- New York University School of Law, JD
- magna cum laude
- Order of the Coif
- New York University Law Review
- Harvard University, EdM
- Georgetown University, BS
- cum laude
- Psi Chi
