Chloe supports clients’ estate planning needs.
Chloe works with clients with net worths of up to $100 million, advising on tax planning, gifting strategies and generation-skipping transfer taxes, and optimum beneficiary designations. She regularly drafts wills, powers of attorney, and various trust agreements including special needs trusts, residence trusts, irrevocable gifting trusts, ILITs, SLATs, CRUTs, premarital agreements, nonjudicial settlement agreements, and trustee modifications. While Chloe’s primary focus is on estate planning and ensuring that clients and their families have the appropriate structures in place ahead of time, she also has experience with probate and trust administration.
Thanks to her own passion for horses, Chloe has a special interest in estate plans that relate to the equestrian world and loves helping clients make plans for equestrian businesses as well as for their own horses. In fact, her original career plan had been veterinary science until she realized the emotional toll the work would take. Chloe’s love of reading and writing then led her to law school, and she first began practicing in the environmental law field. However, environmental work simply didn’t involve enough of the direct client support Chloe enjoyed most, and she transitioned to private wealth—a practice area that is equally heavily regulated.
Chloe’s trusts and estates practice lets her work hand in hand with clients, helping them provide for their families’ future. She often works with individuals and families in stressful and highly personal situations, and she values the opportunity to walk clients through difficult circumstances. Known for her approachability, Chloe loves helping people and appreciates working in a field where she can do so every day.