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Carducci

Erica N. Carducci

Associate

Practices:
Trusts & Estates

Erica N. Carducci

Associate

Practices:
Trusts & Estates

Erica concentrates her practice in the areas of estate planning and trust and estate administration. She provides counsel to a range of clients in structuring various methods to achieve their personal and financial goals for estate planning, while minimizing the imposition of federal estate, gift, and generation skipping transfer taxes. Erica is skilled at drafting a variety of estate planning documents, and takes a strategic approach to finding the right solution for each individual client.

Education & Admissions

Education

  • Xavier University

    (B.A., cum laude, 2012)

  • University of Cincinnati College of Law

    (J.D., cum laude, 2015)
    Articles Editor, University of Cincinnati Law Review

Admissions

  • State of Ohio
  • State of New York

Experience

REPRESENTATIVE EXPERIENCE

  • Prepares a variety of trust and estate planning documents, including wills, powers of attorney, statutory gifts riders, health care proxies, living wills, beneficiary designations, and trust instruments.
  • Analyzes estate, gift, income, and generation skipping transfer tax issues and estate planning solutions for high net worth clients.
  • Manages trust proceedings such as judicial settlement, uneconomic trust termination, and cy pres.
  • Represents clients in probate and administration proceedings.

Publications & Presentations

Presentations

  • “A Gift-Giving Guide: Help Your Clients Make a Lasting Impact with Their Gifts,” Ulmer & Berne LLP Webinar (December 2022)
  • “2021 Estate Planning Update,” Ulmer & Berne LLP Webinar (May 2021)

Involvement

PROFESSIONAL AFFILIATIONS

  • American Bar Association
  • New York State Bar Association (Trusts and Estates Law Section; Young Lawyers Section)
  • Ohio State Bar Association
  • Cincinnati Bar Association

COMMUNITY INVOLVEMENT

  • Special Olympics Hamilton County (Ohio Young Professionals Committee, Recorder)

Honors
  • Named to the Best Lawyers: Ones to Watch, Trusts and Estates (2021-2023)

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