Born in Portland, Maine, Carrie Z. Michaelis has practiced in the area of Trusts and Estates for over a decade. Ms. Michaelis obtained her undergraduate degree from Duke University (B.A., History and Economics) and her law degree from Duke Law School. Carrie began her career in the Private Clients group at the Manhattan law firm of Willkie, Farr & Gallagher and later practiced for 7 years in the Trusts and Estates practice group at the Manhattan law firm of Wachtell, Lipton, Rosen & Katz.
Carrie focuses her practice on providing sophisticated estate planning advice to high-net-worth individuals and their families. This includes advice regarding estate, gift, and generation-skipping transfer tax matters, the preparation of complex wills and trusts, and estate and trust administration. Carrie enjoys advising clients with respect to charitable giving, including the use of charitable trusts and private foundations, and negotiating and drafting complex gift and endowment agreements. She also represents non-profit organizations with issues related to tax exempt status and compliance.
Carrie is a member of the New York State Bar Association, the New York City Bar Association, and the American Bar Association. She currently serves as a member of the New York City Bar Association Trusts, Estates & Surrogate’s Courts Committee and has lectured on estate and gift tax topics.
Carrie lives in Brooklyn, New York with her husband and two children. She is an avid runner and Duke basketball fan, and is a committed volunteer. Ms. Michaelis is actively involved in the Gabriel Zimpritch Poetry Symposium and in the Poetry & Writing Collection at the Thomas Memorial Library in Cape Elizabeth, Maine.
B.A., Duke University
J.D., Duke Law School
Associate, Willkie, Farr & Gallagher
Sr. Associate, Wachtell, Lipton, Rosen & Katz
Partner, Reid Michaelis