Carly Cazer focuses her practice on advising clients on estate planning and estate and trust administration.
I work with clients to develop comprehensive estate plans, including drafting wills, revocable trusts, irrevocable trusts, health care proxies, and durable powers of attorney. Every client is unique and therefore every plan is specifically tailored to meet their needs.
I advise fiduciaries on estate and trust administration, which includes guiding and assisting clients through the administration process. I represent both fiduciaries and individuals in estate and trust administration controversies.
I work with high net-worth individuals and families to develop sophisticated estate plans and strategies to preserve, enhance, and transition their family legacy.
Changes to tax legislation are frequent. As a result, I strive to create plans that emphasize flexibility to allow clients to act nimbly in the face of sudden or drastic changes to the tax code and still accomplish their original goals with their existing estate plans.
Syracuse University College of Law, J.D.
Emerson College, B.A.
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