Carly is a member of the firm’s Trusts & Estates Practice, where she assists clients on a wide range of estates and trusts matters. Her areas of focus include planning for complex estates, tax planning, and counseling fiduciaries and beneficiaries on estate and trust administration, including contested matters.
Carly uses a holistic approach when working with clients and is known for her ability to anticipate potential roadblocks or challenges and meet them with targeted solutions. Understanding that circumstances around estate planning can be complicated, clients view Carly as a trusted advisor through all stages of estate planning from drafting through administration.
Recognitions
- Upstate New York Super Lawyers Rising Stars (Estate Planning & Probate) 2024
- Best Brief, 49th Annual Mackenzie Hughes LLP Appellate Advocacy Competition
- Winner, 49th Annual Mackenzie Hughes LLP Appellate Advocacy Competition
- Order of Barristers
- Former Associate Note Editor, Syracuse Law Review
News & Insights
Civic
- Volunteer Lawyers Project
- Theatre of Youth Company, Inc. Board of Directors
Professional
- New York State Bar Association
Highlights
- Blog PostThe Townson Bunch - Magic Words Required To Waive Apportionment Of Taxes Attributable To QTIP Trust Property
- Blog PostBaby Did A Bad Bad Thing – So She Can’t Be Executor, and Microsoft Copilot Crumbles Under Cross-Examination
Blog PostThicker Than Water: The Hodgson Russ Trusts & Estates Litigation Blog