Catherine B. Eberl
Trusts and Estates Attorney specializing in Unique Estate Plan Issues; State Income Tax Planning for Trusts; Family Wealth Management; Family Business Succession Planning
- Role
- Partner - Trusts and Estate Attorney at Hodgson Russ LLP
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Catherine B. Eberl
I\'ve worked as an estate planning attorney for over fifteen years. I specialize in working with high net worth clients on strategies to minimize estate tax. I also frequently counsel clients on how to position New York resident trusts so that they are exempt from New York State and City income tax. I am licensed in New York and Massachusetts, and I also work with individuals in Canada who have U.S. estate planning and fiduciary income tax concerns. I enjoy working om charities planning for individuals, and helping charitable organizations on issues from formation, tax exemption, Surrogate\'s Court litigation, and day-to-day administration.
Experience
Partner - Trusts and Estate Attorney
Sep 2006 — Present · Buffalo, NY, US
Education
Boston College Law School
Doctor of Law (J.D.)
2006
College of the Holy Cross
Bachelor of Arts (B.A.), History and Political Science
2003
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