Charlotte M. Schmidt

Charlotte Schmidt assists clients with estate planning, trust and estate administration, and fiduciary representation. She drafts complex revocable and irrevocable trusts, including charitable and multigenerational planning vehicles, and represents fiduciaries in probate proceedings. Charlotte conducts detailed legal research on federal and state tax law, fiduciary obligations, and related matters, and collaborates closely with accountants and financial advisors to implement comprehensive wealth transfer and charitable planning strategies.