Practices & Industries

Education

  • Cornell University Law School (J.D.)
  • S.I. Newhouse School of Public Communications, Syracuse University (M.S.)
  • State University of New York at Binghamton (B.A.)

Bar/Court Admissions

  • New York
  • Connecticut
  • U.S. Tax Court
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Carole M. Bass

Carole M. Bass

Partner

Contact Me

T(212) 554-7877

F(212) 377-6079

Click here to view my video on "Blended Family Estate Planning"

Carole M. Bass is a partner in Moses & Singer's Trusts and Estates and Matrimonial and Family Law practice groups. Carole has over 20 years of experience helping individuals and families with their estate planning needs. In addition, she works closely with clients on estate administration and represents individual and corporate fiduciaries and estate beneficiaries in Surrogate's Court proceedings.

Carole's experience also includes preparing and negotiating prenuptial and postnuptial agreements, representing blended families with estate related issues and assisting clients in estate matters relating to divorce. In addition, Carole is nationally known for advising clients on cutting-edge estate planning and estate administration issues involving the use of assisted reproductive technology (ART).

Carole is a peer-elected Fellow of the American College of Trust and Estate Counsel (ACTEC) and frequently lectures on topics relating to estate planning and divorce, premarital agreements and assisted reproductive technology. She has presented to national and local professional organizations, including the Heckerling Institute on Estate Planning, the American Bar Association (Real Property Trusts and Estates Section and Family Law Section), the American Academy of Assisted Reproductive Technology Attorneys (AAARTA), the New York State Society of CPAs, and the New York City Estate Planning Council. Carole's articles have appeared in publications such as Trusts & Estates Magazine, Estate Planning Magazine and the New York Law Journal and she has been quoted in national publications, including the Wall Street Journal and Forbes.

Carole currently serves as Vice-Chair of the ABA RPTE Section's Continuing Legal Education (CLE) standing committee and as a Co-Chair of the RPTE Non-Tax Issues Affecting the Planning and Administration of Estates group.

Carole represents clients in a wide range of industries and professions and has a particular interest in working with professional athletes. Her article "Don't Drop The Ball - Estate Planning for Professional Athletes" appeared in the Summer 2017 edition of the ABA Entertainment and Sports Law Journal.

Rated AV Preeminent® in her field by Martindale-Hubbell®, Carole is part of a select group of attorneys recognized for their legal abilities and professional ethical standards. She was named as a New York Metro Super Lawyer in 2013, 2014, 2015, 2016, 2017, 2018 and 2019.

 

Presentations [View All]
  • "Welcome to the Jungle: Re-Defining Family Amid Advances in Reproductive Science," The 53rd Annual Heckerling Institute on Estate Planning, January 2019,
  • "The Many Faces of the Prenuptial Agreement: Legal & Psychological Aspects and How to Avoid Pitfalls," Family & Divorce Mediation Council of Greater New York, June 2018.
  • "Estate Planning for Reproductive Material," American Bar Association on Real Property, Trust & Estates Section e-CLE, May 2018.
  • "It's Not All About Taxes: How Family Dynamics Can Make a Good Estate Plan Go Bad," American Bar Association Real Property, Trusts & Estates Section, Non-Tax Issues Group group call, February 2018.
  • "It's Not All About Taxes: How Family Dynamics Can Make a Good Estate Plan Go Bad," Estate Planning Council of NYC, November 2017.
  • "Can You Put Your Biological Clock on Hold? Egg Freezing: What You Need to Know," May 2017.
  • "What Happens Next? How to Plan After the Loss of a Spouse," New York Historical Society's Planned Giving Advisory Council, April 2017.
  • "Estate Planning for Egg Freezing: Legal Questions Every Woman Needs to Consider Before Freezing," interview, Eggsurance.com, May 2016.
  • "Till Death Do Us Part: Marriage, Divorce, Prenups & Estate Administration," New York State Society of CPAs Trust & Estate Taxation Conference, December 2015
  • "'Til Death of Divorce Do Us Part," Citrin Cooperman, December 2015
  • "'Til Death or Divorce Do Us Part," Oppenheimer & Co. Inc., November 2015.
  • “What Planners Need to Know About Prenuptial Agreements,” 46th Annual Sidney Kess UJA-Federation of New York Estate, Tax & Financial Planning Conference, September 2015. 
  • "The Birds and the Bees for the 21st Century - Eggs, Sperm, Surrogacy and What You Need to Know About the Law and Medicine when Making Babies," Women in Insurance and Financial Services, May 2015.
  • "Looking to the Future: The Modern Practice," American Bar Association Real Property, Trusts & Estates Section Spring Symposia, April 2015.
  • "Love, Death and Divorce: Integrating Trusts & Estates, Matrimonial Law and Financial Planning," Estate Planning Council of New York City, Estate Planners' Day, April 2015.
  • “Love, Death and Divorce: Integrating Trusts & Estates, Matrimonial Law and Financial Planning," February 2015.
  • "Love, Death and Divorce: Integrating Trusts & Estates, Matrimonial Law and Financial Planning," November 2014.
  • “The Intersection of Assisted Reproductive Technology Law with Family Law & Estate Planning,” American Bar Association Family Law Section e-CLE, July 2014.
  • “Nickels, Dimes or Quarters? Choice of Law Post-Windsor - When All That Glitters is Not Gold,” American Bar Association Real Property, Trusts & Estates Section Spring Symposia, May 2014.
  • “Are You My Mother? The Issue of Issue in Estate Administration,” New York State Society of CPAs Trust and Estate Administration Committee, April 2014.
  • “Key Provisions in Wills and Revocable Trusts, Part I: Tangible Personal Property, Real Estate and Specific Devises and Bequests,” American Bar Association Real Property, Trusts & Estates Section 2014 Paralegal eLearning Series, February 2014.
  • “Life, Death & Assisted Reproductive Technology,” American Academy of Adoption Attorneys and American Academy of Assisted Reproductive Technology Attorneys Mid-Year Conference, November 2013.
  • “Are You My Mommy? How Reproductive Technology Affects Estate Planning for Traditional and Non-Traditional Families,” American Bar Association Teleconference, July 2013.
  • “What You Need to Know About the Taxpayer Relief Act of 2012 (ATRA),” Moses & Singer CLE, March 2013.
  • “What Every ART Lawyer Should Know About Estate Planning,” American Bar Association Family Law Section Fall CLE Conference, October 2012.
  • “Marital Deduction Planning in the Age of Portability,” PLI 43rd Annual Estate Planning Institute, September 2012.
  • “Astrue v. Capato: Its Implications for Estate Planners,” American Bar Association Real Property Trusts & Estates Section, Professor’s Corner, September 2012.
  • “What Every Trusts and Estates Lawyer Should Know About Assisted Reproductive Technology (ART),” Thomson Reuters Webinar, February 2012.
  • “New Decanting Opportunities in New York: A Discussion of the Recently Revised EPTL §10-6.6,” U.S. Trust Company, February 2012.
  • “Planning for Your Child’s Future: Answers to the Questions You’ve Been Meaning to Ask,” SNR Denton US LLP and Merrill Lynch, January 2012.
  • “How Assisted Reproductive Technology Impacts Estate Planning and Administration,” Rocklyn County Estate Planning Council, February 2010.
  • “Practical Skills – Introduction to Estate Planning,” New York State Bar Association, October 2009.
  • “Extend Fertility and Sonnenschein Nath & Rosenthal LLP, Fertility and the Law: A Panel Discussion,” New York Women's Bar Association, 2007.
Professional Affiliations
  • Immediate Past President, Board of Directors, Gilda’s Club Westchester
  • Real Property, Trusts & Estates Section, American Bar Association (Vice-Chair, Spring Symposia, Continuing Legal Education Standing Committee; Co-Chair, Committee on Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts; Past Co-Chair, Bioethics Committee)
  • Member, Law Practice Management Division, American Bar Association (Board Member, Women Rainmakers Committee)
  • Member, American Bar Association Forum on the Entertainment and Sports Industry
  • Association of the Bar of the City of New York (Trusts, Estates and Surrogate's Courts Committee, 2006-2009; Estate and Gift Tax Committee, Secretary 2010-2013, Member 2013 - 2015)

    

Related News View All

Related Events View All

Related Articles View All

Testimonials

I would like to thank you for your prompt and splendid services and your unfailing courtesy at all times.

Excerpt from a client’s email to Carole Bass

 

Both [of us] would like to thank you for your expert and timely assistance and also leading us through the legal maze.

Excerpt from a client’s letter to Carole Bass

 

Hurrah and many thanks!  I cannot thank you enough.  This [dispute] has been a nightmare, but thanks to your diligence and perseverance, it was short.

Excerpt from a client’s email to Carole Bass

 

I very much enjoyed your article on portability and the DSUE amount. As always, it was very well written and hugely informative. I am dealing with exactly this situation in a prenup now and thankfully your article clarified all sorts of things for me.

E-mail response to "Understanding Portability is Crucial for Prenup Drafting"

 

Prior results do not gurantee a similar outcome.

Videos

Blended Family Estate Planning

 

Check out the entire YouTube Video Series entitled "What you need to know about Trusts and Estates"

Navigating a Perfect Storm Webinar, May 21, 2020


Carole M. Bass Interview '20 For 20 In 2020'

Biography

Click here to view my video on "Blended Family Estate Planning"

Carole M. Bass is a partner in Moses & Singer's Trusts and Estates and Matrimonial and Family Law practice groups. Carole has over 20 years of experience helping individuals and families with their estate planning needs. In addition, she works closely with clients on estate administration and represents individual and corporate fiduciaries and estate beneficiaries in Surrogate's Court proceedings.

Carole's experience also includes preparing and negotiating prenuptial and postnuptial agreements, representing blended families with estate related issues and assisting clients in estate matters relating to divorce. In addition, Carole is nationally known for advising clients on cutting-edge estate planning and estate administration issues involving the use of assisted reproductive technology (ART).

Carole is a peer-elected Fellow of the American College of Trust and Estate Counsel (ACTEC) and frequently lectures on topics relating to estate planning and divorce, premarital agreements and assisted reproductive technology. She has presented to national and local professional organizations, including the Heckerling Institute on Estate Planning, the American Bar Association (Real Property Trusts and Estates Section and Family Law Section), the American Academy of Assisted Reproductive Technology Attorneys (AAARTA), the New York State Society of CPAs, and the New York City Estate Planning Council. Carole's articles have appeared in publications such as Trusts & Estates Magazine, Estate Planning Magazine and the New York Law Journal and she has been quoted in national publications, including the Wall Street Journal and Forbes.

Carole currently serves as Vice-Chair of the ABA RPTE Section's Continuing Legal Education (CLE) standing committee and as a Co-Chair of the RPTE Non-Tax Issues Affecting the Planning and Administration of Estates group.

Carole represents clients in a wide range of industries and professions and has a particular interest in working with professional athletes. Her article "Don't Drop The Ball - Estate Planning for Professional Athletes" appeared in the Summer 2017 edition of the ABA Entertainment and Sports Law Journal.

Rated AV Preeminent® in her field by Martindale-Hubbell®, Carole is part of a select group of attorneys recognized for their legal abilities and professional ethical standards. She was named as a New York Metro Super Lawyer in 2013, 2014, 2015, 2016, 2017, 2018 and 2019.

 

Presentations [View All]
  • "Welcome to the Jungle: Re-Defining Family Amid Advances in Reproductive Science," The 53rd Annual Heckerling Institute on Estate Planning, January 2019,
  • "The Many Faces of the Prenuptial Agreement: Legal & Psychological Aspects and How to Avoid Pitfalls," Family & Divorce Mediation Council of Greater New York, June 2018.
  • "Estate Planning for Reproductive Material," American Bar Association on Real Property, Trust & Estates Section e-CLE, May 2018.
  • "It's Not All About Taxes: How Family Dynamics Can Make a Good Estate Plan Go Bad," American Bar Association Real Property, Trusts & Estates Section, Non-Tax Issues Group group call, February 2018.
  • "It's Not All About Taxes: How Family Dynamics Can Make a Good Estate Plan Go Bad," Estate Planning Council of NYC, November 2017.
  • "Can You Put Your Biological Clock on Hold? Egg Freezing: What You Need to Know," May 2017.
  • "What Happens Next? How to Plan After the Loss of a Spouse," New York Historical Society's Planned Giving Advisory Council, April 2017.
  • "Estate Planning for Egg Freezing: Legal Questions Every Woman Needs to Consider Before Freezing," interview, Eggsurance.com, May 2016.
  • "Till Death Do Us Part: Marriage, Divorce, Prenups & Estate Administration," New York State Society of CPAs Trust & Estate Taxation Conference, December 2015
  • "'Til Death of Divorce Do Us Part," Citrin Cooperman, December 2015
  • "'Til Death or Divorce Do Us Part," Oppenheimer & Co. Inc., November 2015.
  • “What Planners Need to Know About Prenuptial Agreements,” 46th Annual Sidney Kess UJA-Federation of New York Estate, Tax & Financial Planning Conference, September 2015. 
  • "The Birds and the Bees for the 21st Century - Eggs, Sperm, Surrogacy and What You Need to Know About the Law and Medicine when Making Babies," Women in Insurance and Financial Services, May 2015.
  • "Looking to the Future: The Modern Practice," American Bar Association Real Property, Trusts & Estates Section Spring Symposia, April 2015.
  • "Love, Death and Divorce: Integrating Trusts & Estates, Matrimonial Law and Financial Planning," Estate Planning Council of New York City, Estate Planners' Day, April 2015.
  • “Love, Death and Divorce: Integrating Trusts & Estates, Matrimonial Law and Financial Planning," February 2015.
  • "Love, Death and Divorce: Integrating Trusts & Estates, Matrimonial Law and Financial Planning," November 2014.
  • “The Intersection of Assisted Reproductive Technology Law with Family Law & Estate Planning,” American Bar Association Family Law Section e-CLE, July 2014.
  • “Nickels, Dimes or Quarters? Choice of Law Post-Windsor - When All That Glitters is Not Gold,” American Bar Association Real Property, Trusts & Estates Section Spring Symposia, May 2014.
  • “Are You My Mother? The Issue of Issue in Estate Administration,” New York State Society of CPAs Trust and Estate Administration Committee, April 2014.
  • “Key Provisions in Wills and Revocable Trusts, Part I: Tangible Personal Property, Real Estate and Specific Devises and Bequests,” American Bar Association Real Property, Trusts & Estates Section 2014 Paralegal eLearning Series, February 2014.
  • “Life, Death & Assisted Reproductive Technology,” American Academy of Adoption Attorneys and American Academy of Assisted Reproductive Technology Attorneys Mid-Year Conference, November 2013.
  • “Are You My Mommy? How Reproductive Technology Affects Estate Planning for Traditional and Non-Traditional Families,” American Bar Association Teleconference, July 2013.
  • “What You Need to Know About the Taxpayer Relief Act of 2012 (ATRA),” Moses & Singer CLE, March 2013.
  • “What Every ART Lawyer Should Know About Estate Planning,” American Bar Association Family Law Section Fall CLE Conference, October 2012.
  • “Marital Deduction Planning in the Age of Portability,” PLI 43rd Annual Estate Planning Institute, September 2012.
  • “Astrue v. Capato: Its Implications for Estate Planners,” American Bar Association Real Property Trusts & Estates Section, Professor’s Corner, September 2012.
  • “What Every Trusts and Estates Lawyer Should Know About Assisted Reproductive Technology (ART),” Thomson Reuters Webinar, February 2012.
  • “New Decanting Opportunities in New York: A Discussion of the Recently Revised EPTL §10-6.6,” U.S. Trust Company, February 2012.
  • “Planning for Your Child’s Future: Answers to the Questions You’ve Been Meaning to Ask,” SNR Denton US LLP and Merrill Lynch, January 2012.
  • “How Assisted Reproductive Technology Impacts Estate Planning and Administration,” Rocklyn County Estate Planning Council, February 2010.
  • “Practical Skills – Introduction to Estate Planning,” New York State Bar Association, October 2009.
  • “Extend Fertility and Sonnenschein Nath & Rosenthal LLP, Fertility and the Law: A Panel Discussion,” New York Women's Bar Association, 2007.
Professional Affiliations
  • Immediate Past President, Board of Directors, Gilda’s Club Westchester
  • Real Property, Trusts & Estates Section, American Bar Association (Vice-Chair, Spring Symposia, Continuing Legal Education Standing Committee; Co-Chair, Committee on Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts; Past Co-Chair, Bioethics Committee)
  • Member, Law Practice Management Division, American Bar Association (Board Member, Women Rainmakers Committee)
  • Member, American Bar Association Forum on the Entertainment and Sports Industry
  • Association of the Bar of the City of New York (Trusts, Estates and Surrogate's Courts Committee, 2006-2009; Estate and Gift Tax Committee, Secretary 2010-2013, Member 2013 - 2015)

    

Practices & Industries
Education
  • Cornell University Law School (J.D.)
  • S.I. Newhouse School of Public Communications, Syracuse University (M.S.)
  • State University of New York at Binghamton (B.A.)
Bar/Court Admissions
  • New York
  • Connecticut
  • U.S. Tax Court
Related News
Related Events
Related Articles
Testimonials

I would like to thank you for your prompt and splendid services and your unfailing courtesy at all times.

Excerpt from a client’s email to Carole Bass

 

Both [of us] would like to thank you for your expert and timely assistance and also leading us through the legal maze.

Excerpt from a client’s letter to Carole Bass

 

Hurrah and many thanks!  I cannot thank you enough.  This [dispute] has been a nightmare, but thanks to your diligence and perseverance, it was short.

Excerpt from a client’s email to Carole Bass

 

I very much enjoyed your article on portability and the DSUE amount. As always, it was very well written and hugely informative. I am dealing with exactly this situation in a prenup now and thankfully your article clarified all sorts of things for me.

E-mail response to "Understanding Portability is Crucial for Prenup Drafting"

 

Prior results do not gurantee a similar outcome.

Videos

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