Michelle Canerday understands how important it is for clients to have an estate plan that minimizes taxes and protects their assets for future generations. That's why individuals, wealthy families and business owners seek her advice on complex estate, gift and charitable planning matters, as well as on disputes concerning trusts and estates. She structures and drafts wills and trusts, handles estate administration, helps businesses with succession planning, represents trustees and beneficiaries in trust disputes, and provides strategies to private equity fund principals on how to minimize taxes. Family offices and nonprofits also turn to Michelle for legal counsel in these areas.
Well-versed in estate planning and administration
Preparing wills, trusts (including qualified personal residence, dynasty and insurance trusts) powers of attorney, and any other phase of estate and premarital planning is what Michelle knows best. Her experience spans across the entire process of administering trusts and estates, from counseling trustees and executors, opening probate, and preparing and filing estate and gift tax returns to handling daily administration issues and audits.
Moreover, if a family finds itself in a trust and estate dispute, Michelle is there to negotiate settlement agreements and virtual representation agreements, work closely with litigation counsel to create strategies and assist on fiduciary duties, and even handle the case in trial, if it ultimately comes to that point.
Articles in the National Law Review database by Michelle R. Canerday
The National Law Review names Katten as a Go-To Thought Leader for the firm’s coverage of Estate Planning & Taxes. The firm’s article, “2021 Biden Plan Estate Planning Advisory,” breaks down President Biden’s estate, gift and transfer tax plan and reviews what they mean for capital gains tax rates as well. Although estate law can be a layered area of practice, Katten’s content broke it down for our viewers in an organized and thorough manner.