About Michelle R. Canerday
Michelle Canerday concentrates her practice on estate planning for high net worth individuals, fiduciary litigation, contested estate and trust matters, and estate and gift tax controversies. She assists individuals, business owners and art collectors with tax planning strategies to minimize income, gift and estate tax exposure. She also represents corporate and individual trustees, as well as beneficiaries on contested matters. If a family finds itself in a trust and estate dispute, Michelle is there to negotiate settlement agreements and virtual representation agreements, work closely with her litigation team on motions and trial strategies, and even handle the case in trial, if it ultimately comes to that point. Michelle has extensive motion practice, trial and appellate experience. Her estate planning background and LLM in Taxation enables her to fully understand the issues in complex trust litigation cases and implement creative strategies that ultimately lead to favorable verdicts or settlement negotiations. She recently handled a three-week jury trial, which was ultimately found in her client’s favor on all issues.
Well-versed in estate planning and administration
Michelle has extensive experience working on estate planning and tax planning for high net worth individuals, family offices and business owners. She understands how important it is for clients to have an estate plan that minimizes taxes and protects their assets for future generations. That's why individuals, wealthy families and business owners seek her advice on complex estate, gift and charitable planning matters, as well as on disputes concerning trusts and estates. She structures and drafts wills and trusts, handles estate administration, helps businesses with succession planning, and provides strategies to private equity fund principals on how to minimize taxes. Nonprofits also turn to Michelle for legal counsel in these areas.
Practice Focus
- Private equity
- Private wealth
- Fiduciary litigation
- Family offices and nonprofits
Representative Experience
News
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May 13, 2019
Publications
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November 20, 2023
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November 17, 2022
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November 22, 2021
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September 24, 2021
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January 15, 2021
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November 24, 2020
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March 23, 2020
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November 25, 2019
Presentations and Events
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October 11, 2023
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September 22, 2022
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October 14, 2020Speaker | Advising UHNW Families During a Period of Seismic Changes
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October 15, 2019Speaker