Caitlyn is a member of HMB’s Private Client, Trusts and Estates Group and focuses her practice on estate planning and probate administration.
Working with individuals, families and family offices, Caitlyn develops estate strategies that help clients plan for their financial future. She partners with clients, advising on asset protection planning, investments, estate and gift taxation compliance and the day-to-day functions serving as a fiduciary.Read More
Attentive, Responsive, Personalized Counsel
Clients value Caitlyn’s personalized approach and guidance to their estate planning. They appreciate that she is always thinking of them and takes the time to fully understand their needs in the context of their financial situation, personal circumstances and long terms goals.