Moore & Van Allen Law Firm, Attorneys
Practice Areas
  • B.S., University of South Carolina, 2007, cum laude
  • J.D., University of South Carolina, 2010, Production Editor, Real Property, Trust & Estate Law Journal
  • LL.M., Georgetown University Law Center, 2012, Taxation
  • North Carolina, 2013
  • South Carolina, 2010
  • Charitable Planning
  • Partnerships, Corporate (C Corp & S Corp) and Individual Income Taxation
  • Tax Controversy
100 North Tryon Street
Suite 4700
Charlotte, NC 28202-4003
Alternate Offices
Charleston

Caitlin N. Horne

Associate
Overview
News & Events
Publications
Professional Affiliations

Caitlin Horne is an associate of Moore & Van Allen’s Wealth Transfer Group.  She holds an advanced degree in Taxation with a Certificate in Estate Planning from Georgetown University Law Center.  Horne’s practice is focused on providing individuals and families with sophisticated estate and tax planning.

A member of both the North Carolina and South Carolina bars, Horne represents clients in both states and works to implement planning that achieves the client’s personal and financial objectives. Her practice includes the preparation of wills, trusts and other documents necessary to accomplish efficient transfer tax planning. When planning is in place, Horne advises clients on the proper way to administer trusts and estates. 

Horne assists clients with establishing a charitable giving program through the use of donor advised funds and other charitable entities.  Her practice includes the preparation of charitable trusts and non-profit corporations, preparing applications for tax-exempt status and advising clients with respect to the unique compliance issues that arise when dealing with 501(c)(3) organizations.

Horne’s practice includes the preparation and review of federal gift and estate tax returns and the representation of clients under audit by the Internal Revenue Service.

Horne also has significant experience in non-tax controversies representing fiduciaries in contested matters including will contests, breach of fiduciary duty claims and family settlement agreements.

SPEAKING ENGAGEMENTS

  • "Defining the Estates: the Crux of the Matter," February 6, 2015, Sterling Education Services, Charlotte, NC.
  • “Key Provisions in Wills and Revocable Trusts II,” March 13, 2014, ABA Real Property, Trust and Estate Law Section, Webinar.

Of Note

  • Co-Author, “Grantor Trust Income Tax Reporting Requirements – A Primer,” Probate & Property, January/February 2016
  • Law Clerk to the Honorable Eugene C. Griffith, Jr., South Carolina Circuit Court
  • Co-Chair, CLE Committee of the NCBA Estate Planning & Fiduciary Law Section
  • Vice Chair, Estate Planning and Administration for Business Owners Committee of the ABA Real Property, Trust & Estate Section

Publications

Professional Affiliations

  • South Carolina Bar Association
  • North Carolina Bar Association: Estate Planning and Fiduciary Law Section; Tax Section
  • American Bar Association: Real Property, Trust and Estate Law Section; Taxation Section
  • Charlotte Estate Planning Council
  • Co-Chair, CLE Committee of the NCBA Estate Planning & Fiduciary Law Section
  • Vice Chair, Estate Planning and Administration for Business Owners Committee of the ABA Real Property, Trust & Estate Section