Catherine B. Eberl

Catherine blends her deep knowledge of estate tax and trust income tax to develop creative plans and solutions for her clients. She works with a broad range of clients, including business owners, high net worth families, and families with U.S.-Canadian cross-border complexities, to address their individual needs.

Catherine is fluent in the techniques used to minimize estate tax and maximize the legacy that clients can leave to their intended beneficiaries. But estate planning is more than just tax planning, and frequently the most challenging and complex plans are driven not by estate taxes, but by family dynamics. Catherine works with each client to customize their will, trusts, and estate plan to the client’s unique family circumstances. Catherine advises clients on how to navigate estate planning for second marriages and mixed families, how to maximize protecting a child’s inheritance from a potential divorce, and how to preserve assets in “dynasty trusts” for generations to come.