Carole M. Bass

Carole advises moderate and high net worth clients in all aspects of estate and wealth transfer planning. She works closely with individuals and families to structure sophisticated, tax-efficient plans designed to minimize estate, gift and generation-skipping transfer taxes and to effectuate non-tax objectives. Carole’s clients include professionals, business owners, entrepreneurs, athletes, entertainers and others.

Carole also represents clients in the preparation and negotiation of prenuptial and postnuptial agreements. She represents complex and blended families with their special estate planning needs and assists clients in estate matters relating to divorce and remarriage. In addition, Carole is well known for advising clients on cutting-edge estate planning issues involving the use of assisted reproductive technology (ART). Her practice also includes working with clients on estate administration and representing individual and corporate fiduciaries and estate beneficiaries in Surrogate’s Court proceedings.

Carole is a peer-elected Fellow of the American College of Trust and Estate Counsel (ACTEC) and frequently lectures on topics relating to assisted reproductive technology, estate planning and divorce, and premarital agreements. She has presented to national and local professional organizations, including the Heckerling Institute on Estate Planning, the American Bar Association (Real Property, Trusts and Estates Section and Family Law Section), the American Academy of Adoption and Assisted Reproductive Technology Attorneys, the New York State Society of CPAs and the New York City Estate Planning Council. Her articles on these topics have appeared in publications such as Trusts & Estates Magazine, Estate Planning Magazine and the New York Law Journal and she has been quoted in national publications, including the Wall Street Journal and Forbes.