Caitlin McCurdy is an experienced attorney with a focus on charitable organizations, trusts, and taxation. She advises clients on nonprofit governance matters, tax policy and compliance, and settlement administration. She manages the implementation of creative settlement solutions for our clients, including trust administration matters that encompass notifying beneficiaries, distributing trust assets, and managing trust accounting and reporting obligations.

Nonprofits

Caitlin works with foundations, cultural institutions, and other nonprofit organizations on charitable planning questions including donor relations and gift acceptance best practices. She has worked on cy pres petitions that aim to achieve the organization’s needs while remaining true to the donor’s intentions. She has also worked with clients to create nonprofits as well as private foundations, including obtaining 501(c)(3) status.

About Caitlin

Caitlin was formerly a partner in the trusts and estates practice of a prominent New England law firm. She earned an LL.M. in Taxation from Boston University (2022). She received her Juris Doctor from Wake Forest University School of Law (2014), where she served as an Executive Editor of the Wake Forest Law Review. She is a graduate of Washington & Lee University, where she earned a Bachelor of Arts in Classics with a Minor in Art History, magna cum laude. She worked in the General Counsel’s office for the National Endowment for the Humanities as well as for the museum and art collection at her alma mater. Caitlin was a summer associate at Cultural Heritage Partners more than a decade ago and is excited to rejoin the team.