Caitlin Carey
- Personnel Chair, Private Client Services Practice
- San Francisco
Notice
Before proceeding, please note: If you are not a current client of Perkins Coie, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Perkins Coie has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing or retaining a lawyer. An attorney-client relationship with Perkins Coie or any lawyer at Perkins Coie is not established until and unless Perkins Coie agrees to such a relationship as memorialized in a separate writing.
Clients turn to Caitlin for considered, astute advice in the areas of estate planning, tax planning, premarital planning, trust administration, and probate court matters.
Caitlin Carey practice ranges from traditional estate planning to sophisticated wealth-transfer planning. She is adept at balancing the competing concerns of gift and estate tax issues, income tax issues, and California property tax issues under Proposition 13. Caitlin’s background in litigation enables her to anticipate and prevent family conflict through careful planning.
Caitlin represents clients in the negotiation and preparation of prenuptial and postnuptial agreements, often using a collaborative process in which the parties and their lawyers work together toward a mutually agreeable outcome. She also counsels clients on the best practices for preservation of separate property rights and interests both before and during marriage.
Caitlin’s clients include individuals and families of all types, including newlyweds, families concerned with planning for their young children, multigenerational families who wish to coordinate their wealth-transfer planning, and blended families where the parties wish to provide for each other while also protecting the interests of their respective children.
Areas of focus
Education & Credentials
Education
- Golden Gate University School of Law, LL.M., Taxation
- University of Oregon School of Law, J.D., Executive Editor, Oregon Law Review
- Boston College, B.A., English
Bar and Court Admissions
-
California
Professional Recognition
Ranked in Private Wealth Law, Northern California by Chambers High Net Worth (HNW) 2020 – 2024
