Caitlin N. Horne - Lawyer in Charlotte, NC

Caitlin Horne is a member of Moore Van Allens Wealth Transfer group. She is North Carolina Board Certified Specialist in estate planning and probate law and holds an advanced degree in Taxation with a Certificate in Estate Planning from Georgetown University Law Center. Caitlins practice is focused on providing high-net-worth individuals and multigenerational families with sophisticated estate, tax, and business planning.

A member of both the North Carolina and South Carolina bars, Caitlin works to implement planning that achieves the clients personal and financial objectives. Caitlin regularly counsels clients on complex family matters and acts as a trusted advisor to her clients. Her practice includes the preparation of lifetime and testamentary documents necessary to accomplish efficient transfer tax planning, wealth preservation, business succession planning, and other matters that are important to the client.

Caitlin works regularly with fiduciaries, advising them on the proper administration of trusts and estates and has significant experience in non-tax controversies representing fiduciaries in contested matters including will contests, breach of fiduciary duty claims, and family settlement agreements. Additionally, Caitlin regularly assists fiduciaries with tax controversy matters, including the representation of clients under audit by the Internal Revenue Service for gift and estate tax matters.

Caitlin assists clients with their philanthropic goals by establishing a charitable giving program through the use of donor advised funds and other charitable entities. Her practice includes the preparation of charitable trusts and non-profit corporations, preparing applications for tax-exempt status and advising clients with respect to the unique compliance issues that arise when dealing with 501©(3) organizations.