CARYN B. KEPPLER

Partner

ckeppler@putneylaw.com
(212) 682-0020

Admissions

New York

Florida

New Jersey

United States District Court
for the District of New Jersey

Education

Law School: Brooklyn Law School

Undergraduate: Binghamton University

Honors/Activities: Editor: Jukin’ Magazine
Campus News Director: WHRW-FM Radio
DJ: WHRW-FM Radio

Biography

CARYN B. KEPPLER has extensive experience in all aspects of estate, gift and charitable planning for foreign and domestic individuals, artists and collectors, conventional and alternative families, as well as business succession and continuity planning. Caryn’s areas of focus also include representing individuals regarding prenuptial, post-nuptial and domestic partnership agreements and assisting families in planning for their disabled children. She has represented artists’ foundations, both fiduciaries and beneficiaries in the administration of domestic estates and trusts, as well as estates and trusts having contacts in international jurisdictions, and in litigation with the Internal Revenue Service and in the Surrogate’s Courts. Prior to entering private practice, Caryn was an attorney with the Internal Revenue Service.

Ms. Keppler is certified as an Estate Planning Law Specialist* by the Estate Law Specialist Board, Inc., an organization accredited by the American Bar Association and affiliated with the National Association of Estate Planners and Councils. Caryn is one of a select number of Estate Planning Law Specialists practicing in New York and New Jersey.

Ms. Keppler is a Director and Treasurer of the Estate Law Specialist Board Inc. and a member of the Society of Trust and Estate Practitioners (“STEP”) New York, the American Bar Association’s Section of Real Property, Trusts and Estate Law, Income and Transfer Tax Planning Group, the New York State Bar Association Trusts and Estates Section, the New York State Bar Association Entertainment, Arts and Sports Law Section and the UJA – Federation of New York Lawyers Division, Trusts and Estate Group. She is also a member of the New York State Bar Association’s Committee on LGBT People and the Law and ArtTable, an association of professionals who advise fine artists. She is a member of the Estate Planning Council of New York City, a past president of the Rockland County Estate Planning Council and a former member of the Westchester County Estate Planning Council.

Publications and Speaking Engagements

  • Co-author on “Top 10 Mistakes Made When Planning for Art and Other Collectible Assets”, Special Report: Art, Auctions & Antiques, Trusts & Estates, March 2018
  • Speaker on “Wealth Transfer Ramifications of Federal Recognition – The Advantages and Drawbacks” NBI, Inc. CLE on Estate and Tax Planning for Same Sex Couples, Long Island, New York, November 17, 2014
  • Speaker on “Estate Planning for Same Sex Couples and Unmarried Couples”, NYSSCPA 2014 Annual Estate Planning Conference, New York, New York, May 22, 2014
  • Panelist on “Community: Perspectives on the Impacts of the Supreme Court DOMA Ruling”, Wells Fargo Private Bank, October 3, 2013
  • Panelist on “Planning for Same Sex Couples”, Rockland County Estate Planning Council, Estate Planners Day, May 11, 2012
  • “When It Comes to Gender…Estate Planning Considerations for the Transsexual Client”, ABA Probate and Property, March/April 2012
  • “The Ten Mistakes Made When Planning for Collectibles”, American Society of Appraisers, NYC Chapter 30, March 13, 2012
  • Speaker on “10 Mistakes Made When Planning With Collectibles”, American Numismatic Society, November 30, 2011
  • “Planning Considerations for the Transsexual Client”, Lawline Continuing Education Program, filmed on November 22, 2011
  • Speaker on “Estate Planning for Same Sex Couples under the New York Marriage Equality Act”, Orange County and Sullivan County Bar Associations and Sullivan County Women’s County Bar Association, November 14, 2011
  • Quoted in “Patchwork Partnering: States Can’t Agree on the Legal Status of Same-Sex Couples”, ABA Journal, October 2011
  • “Planning Considerations for the Transsexual Client”, NYSBA Bar Journal, October 2011
  • Panel Member on “Estate and Tax Issues for Same Sex Couples”, Wells Fargo Private Bank, September 13, 2011
  • Panelist on “Estate Planning for Same Sex Couples” for New York State Bar Association Continuing Legal Education Program “Same-Sex Marriage in New York, What Every Practitioner Needs to Know”, September 9, 2011
  • Continuing Legal Education Program Chair for “A Practical Guide to Representing Transgender Clients in Civil Matters:  Almost everything you wanted to know about transgender rights, but were too embarrassed to ask” and speaker on “Family, Marriage and Inheritance Rights for Transgender Clients” presented on January 27, 2011 at the Annual Meeting of the New York State Bar Association
  •  “When is a “Skip” not a “Skip”?: Generation Skipping Transfers in 2010″; published in the “Outside Counsel” column in the New York Law Journal November 16, 2010.
  • Speaker on “Transgender 101”, Meeting of the Committee on LGBT People and the Law, New York State Bar Association Annual Meeting, January 2010
  • “Do You Need an Estate Planning Checkup?” Bernstein Global Wealth Management Seminar, September 2009

Awards

Certified as an Estate Planning Law Specialist*
by the Estate Law Specialist Board, Inc., an organization accredited by the American Bar Association and affiliated with the National Association of Estate Planners and Councils.

One of a select number of Estate Planning Law Specialists practicing in New York and New Jersey.

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*The Estate Law Specialist Board, Inc., is an attorney-run subsidiary of the National Association of Estate Planners and Councils, approved for certification purpose by the American Bar Association, and is not affiliated with any governmental authority. Certification as an Estate Planning Law Specialist or an Accredited Estate Planner is not a requirement for the practice of law in the State of New York and does not necessarily indicate greater competence than other attorneys experienced in this field of law.