Kaitlyn Gardner

· Develop and implement sophisticated tax and estate planning techniques for high net worth individuals seeking wealth transfer and reduction of taxable estates with a focus on domestic estate planning; draft all related documents. Techniques include, but are not limited to, QSBS planning, dynasty trusts and grantor retained annuity trusts. · Research and review changes to tax and estate law; advise clients regarding changes in law; draft internal analysis and templates related to changes in law. · Advise on all manner of trust and estate administration including conferring with trustees and beneficiaries. · Counsel clients on various income and property tax planning matters including mitigation strategies. · Prepare and review federal gift and estate tax returns.

· Advise clients on estate planning matters including analysis and implementation of generational wealth shifting strategies and minimizing gift and estate tax exposure with a focus on domestic estate planning. · Draft revocable and irrevocable trusts including, but not limited to, non-grantor trusts, intentionally defective grantor trusts, annual exclusion trusts, vertical slice gifts, and irrevocable life insurance trusts. · Analyze and structure wealth transfers to charitable and non-charitable recipients; draft related documents. · Counsel clients on family partnerships and tax exempt organizations; draft related documents. · Direct planning for incapacity including drafting durable powers of attorney and health care directives.

· Counsel clients on retirement plan tax qualification and compliance with state and federal law. · Counsel clients on income and tax mitigation strategies including offshore compliance. · Draft articles related to tax developments published in Law360 and distributed to firm clients.

· Counsel on tax litigation matters, including drafting comments to the Internal Revenue Service and drafting retirement plan documents and amendments.

Legal research & writing, statutory research & analysis, litigation strategizing, and document review.

Mission to increase diversity, emphasize higher education, and provide educational access to underserved youth populations. Actively researched strategies to this end. Gave presentations concerning higher education.

Design experiments from beginning to end, including two papers accepted to International Communications Association Conferences.

Two summer internships. 2009, 2011. Legal nonprofit providing an alternative to the juvenile court system while enriching the local community through restorative justice. Tasks included redesigning core program materials and tracking individual legal cases.

Specialized in Health and Developmental Psychology with a focus on development at the end of life.