Counsel

Caroline C. Munroe

Caroline is an experienced estate planner who has been recognized by her peers throughout her career as one of the top estate planning lawyers in Georgia and North Carolina. At Blanco Tackabery, Caroline represents clients with respect to their wealth transfer needs, advising clients on matters ranging from estate and tax planning matters, including estate and trust administration, to charitable planning.

As a leader within Blanco Tackabery’s estate planning practice group, Caroline brings creativity, innovation, and experience to estate planning. Caroline’s practice focuses on comprehensive wealth transfer plans and advising Executors and Trustees throughout estate and trust administration. Caroline is a frequent speaker on these topics as well.

Prior to joining Blanco Tackabery, Caroline focused her practice on trusts and estates in metropolitan Atlanta. Caroline collaborates with Blanco Tackabery’s litigators on matters involving trust and estate controversies.

Practice Areas

  • Trusts and Estates

Education

  • B.A., UNC-Chapel Hill, 2000
  • J.D., Walter F. George School of Law, Mercer University, 2004
  • LL.M. Taxation, Pritzker School of Law, Northwestern University, 2005

Bar Admissions

  • Georgia, 2005
  • North Carolina, 2017

Areas of Focus

  • Wills and Trusts
  • Estate planning
  • Charitable planning
  • Business succession planning
  • Collaborative Law trained
  • Premarital agreements
  • Estate administration (probate)
  • Trust administration
  • Trust modifications and terminations

Practice Highlights

  • Worked with several families to prepare and implement estate plans with trusts and safeguards for spendthrift child to protect against alcohol and drug abuse
  • Developed and implemented an estate plan for a dual citizen client to manage and dispose of domestic and foreign assets in tax-efficient manner
  • Successfully negotiated a settlement between a second spouse and children from the first marriage where the second spouse was omitted from the estate plan
  • Formation and counsel regarding public charities
  • Implementation of sophisticated wealth transfer techniques and strategies in collaboration with clients’ advisors
  • Resolving trust and estate disputes at mediation
  • Advice and counsel regarding and preparation of comprehensive wealth preservation estate plans for multi-generational family
  • Judicial and non-judicial trust modifications and terminations
  • Assisted client to help elderly relative challenge charity’s control of a Revocable Trust and exploitation of the elderly woman’s estate plan

Professional & Civic Activities

  • Member, Winston-Salem Estate Planning Council
  • Member, Forsyth County and North Carolina Bar Associations
  • UNCSA Foundation, Board Member
  • A/perture Downtown Cinema, Board Member
  • Trellis Supportive Care, Leadership Council Member

Awards & Civic Certifications

  • Legal Elite, Georgia Trend Magazine, 2007, 2010, 2011, 2012, 2014
  • Five Star Wealth Manager Award 2010-2014
  • Super Lawyers Magazine, Georgia Rising Stars 2010-2017
  • The Best Lawyers in America©, since 2021
  • Business North Carolina Magazine Legal Elite: Tax and Estate Planning, 2023-2024