Kaitlyn A. Blanchard

Kaitlyn A. Blanchard

Associate

Contact Me

T(212) 554-7838

F(212) 377-6077

Kaitlyn A. Blanchard is an associate in Moses and Singer’s Trusts and Estates and Asset Protection practice groups.

Kaitlyn focuses her practice on domestic and international estate and asset protection planning for high-net-worth individuals. She has significant experience drafting wills and trusts to achieve maximum tax efficiency and wealth preservation with built-in flexibility for the future. Kaitlyn also regularly counsels individuals and fiduciaries on all aspects of trust and estate administration. She represents clients in a broad range of Surrogate's Court proceedings, including contested matters involving probate, administration and judicial accountings.

Her tax practice includes the preparation of complex estate tax returns, gift tax returns and representing clients in related IRS audits. She also advises clients on generation-skipping transfer tax, trust and estate income tax and charitable gifting.

Kaitlyn has extensive experience advising not-for-profit organizations and their leadership on forming and administering public and private charities. Previously, Kaitlyn served as the Executive Director for a large charitable organization focused on Special Needs Trust Administration for disabled individuals across the New York metropolitan area. She served as a professional trustee on behalf of over 330 disabled beneficiaries, overseeing all aspects of trust administration with millions of dollars’ worth of assets under management.

While in Law School, Kaitlyn served as a judicial intern to the Hon. Anthony A. Scarpino, Jr., former Westchester County Surrogate and worked in private practice as a law clerk at Sall & Geist, LLP for the Hon. Brandon R. Sall, current Westchester County Surrogate.

 

Professional Affiliations
  • Member, New York State Bar Association, Elder Law and Special Needs Planning Section, Special Needs Planning Committee
  • Member, Estate Planning Council of New York City, Inc.
  • Former Executive Director, CLC Foundation, Inc., CLC Pooled Supplemental Needs Trusts
  • Founder / Past President, United Women in Business Foundation, Inc. (UWIB)
Biography

Kaitlyn A. Blanchard is an associate in Moses and Singer’s Trusts and Estates and Asset Protection practice groups.

Kaitlyn focuses her practice on domestic and international estate and asset protection planning for high-net-worth individuals. She has significant experience drafting wills and trusts to achieve maximum tax efficiency and wealth preservation with built-in flexibility for the future. Kaitlyn also regularly counsels individuals and fiduciaries on all aspects of trust and estate administration. She represents clients in a broad range of Surrogate's Court proceedings, including contested matters involving probate, administration and judicial accountings.

Her tax practice includes the preparation of complex estate tax returns, gift tax returns and representing clients in related IRS audits. She also advises clients on generation-skipping transfer tax, trust and estate income tax and charitable gifting.

Kaitlyn has extensive experience advising not-for-profit organizations and their leadership on forming and administering public and private charities. Previously, Kaitlyn served as the Executive Director for a large charitable organization focused on Special Needs Trust Administration for disabled individuals across the New York metropolitan area. She served as a professional trustee on behalf of over 330 disabled beneficiaries, overseeing all aspects of trust administration with millions of dollars’ worth of assets under management.

While in Law School, Kaitlyn served as a judicial intern to the Hon. Anthony A. Scarpino, Jr., former Westchester County Surrogate and worked in private practice as a law clerk at Sall & Geist, LLP for the Hon. Brandon R. Sall, current Westchester County Surrogate.

 

Professional Affiliations
  • Member, New York State Bar Association, Elder Law and Special Needs Planning Section, Special Needs Planning Committee
  • Member, Estate Planning Council of New York City, Inc.
  • Former Executive Director, CLC Foundation, Inc., CLC Pooled Supplemental Needs Trusts
  • Founder / Past President, United Women in Business Foundation, Inc. (UWIB)
Education
  • George Washington University (B.B.A.)
  • Benjamin N. Cardozo School of Law (J.D.)
Bar/Court Admissions
  • New York
  • New Jersey
  • U.S. District Court, Southern District of New York
  • U.S. District Court, Eastern District of New York