Caitlin

E.

Conry

Caitlin E. Conry is a Managing Attorney in the Estate Planning Department with more than 20 years of experience advising clients on complex estate planning, tax planning, and elder law matters. She is widely recognized for her deep expertise in designing sophisticated wealth transfer and asset protection strategies for individuals and families at every stage of life.

Ms. Conry serves a broad and distinguished clientele, ranging from individuals seeking straightforward estate plans to ultra-high-net-worth families with assets exceeding $100 million. She is particularly adept at crafting tailored asset protection strategies to safeguard family wealth against long-term care costs and other complex liabilities.

Over the course of her career, Ms. Conry has prepared estate plans for more than 5,000 clients, deploying a comprehensive array of planning instruments, including Revocable Trusts, QTIP Trusts, QPRTs, Medicaid Irrevocable Trusts, SLATs, Asset Protection Trusts, Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Spendthrift Trusts, GST Trusts, Dynasty Trusts, Special Needs Trusts, (d)(4)(A) Trusts, Nominee Realty Trusts, Wills, Health Care Proxies, HIPAA Releases, Living Wills, and Durable Powers of Attorney.

Ms. Conry’s representative experience includes:

• Counseling high-net-worth individuals and families on establishing, funding, and administering trusts during their lifetimes to avoid probate proceedings and ensure seamless wealth transfer.
• Advising clients on preserving and protecting multi-generational family assets through sophisticated trust structures designed to shield against long-term care liabilities, creditor claims, and other risks.
• Developing and implementing comprehensive lifetime gifting strategies — including the use of SLATs and LLCs to preserve client wealth for future generations and minimize estate and gift tax exposure.

Practice Areas

• Estate Planning
• Tax Planning
• Elder Law

Education

• Syracuse University College of Law, Syracuse, New York
  • J.D.
  • Honors: The Digest: National Italian American Bar Association Law Journal
• Stonehill College, Easton, Massachusetts
  • B.S.
  • Honors: Stonehill College Honors Program
  • Major: Finance
  • Minor: Psychology

Bar Admissions

• Massachusetts