Catherine Grevers Schmidt
High Net Worth Guide 2024
Band 3 : Private Wealth Law
Email address
[email protected]Contact number
+1 212.756.2329Share profile
Band 3
About
Provided by Catherine Grevers Schmidt
Practice Areas
Partner focusing on complex estate and tax planning for high-net-worth individuals and families, entrepreneurs and real estate owners, and on planning for the generation-skipping transfer tax. Assists clients in minimizing the impact of estate and gift taxes on their estate plans, and in transferring family wealth to their children and grandchildren. Has considerable experience in the administration of large estates and trusts, advising clients on private foundation matters and in representing clients in contested estate and gift tax audits. In addition to numerous audits settled at the initial and appeals levels, she has also represented clients before the U.S. Tax Court, achieving favorable settlement results and trial victories.
Career
Joined the Firm in 2014; Partner since 2014
Personal
• New York University School of Law (J.D., magna cum laude, 1993)
• Harvard University (Ed.M., 1989)
• Georgetown University (B.S., cum laude, 1986)
Chambers Review
High Net Worth
Catherine Grevers Schmidt regularly advises high net worth clients on a range of private wealth matters. She is best known for assisting individuals with estate planning, trust structuring and succession planning.
Strengths
Provided by Chambers
"Cathy is the most extraordinary professional and intuitive person I have ever worked with - plus she is personable, fun and kind. Cathy has brilliant skills and a intuitive, perceptive personality."
"Cathy is a truly brilliant lawyer who has always listened to my concerns and come up with unique, creative ideas. A fantastic problem solver who truly cares and does what's best for each individual."
"Cathy is a first class lawyer. She's knowledgeable, practical, inquisitive and collaborative. She is a pleasure to work with."
"Cathy is the most extraordinary professional and intuitive person I have ever worked with - plus she is personable, fun and kind. Cathy has brilliant skills and a intuitive, perceptive personality."
"Cathy is a truly brilliant lawyer who has always listened to my concerns and come up with unique, creative ideas. A fantastic problem solver who truly cares and does what's best for each individual."
"Cathy is a first class lawyer. She's knowledgeable, practical, inquisitive and collaborative. She is a pleasure to work with."
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New York
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