Jerome J. Caulfield

Jerome J. Caulfield

Jerome J. Caulfield

Co-chair, Trusts and Estates Department

2 Wall Street, New York, NY 10005
212-732-3200, Fax: 212-732-3232
caulfield@clm.comDownload Vcard

Practice Description

Mr. Caulfield focuses his practice on tax, estate planning, and tax-exempt organizations. He advises clients on general tax matters, business acquisitions and dispositions, partnerships, family wealth transfer planning, international tax considerations, and charitable organizations/charitable giving as well as state and local taxes and tax controversies. Mr. Caulfield is an editor and frequent contributor to Practical Drafting®, published by U.S. Trust, Bank of America Private Wealth Management. He is the author of the Factors actuarial calculation software distributed by Practical Drafting® magazine.


  • 1976 New York
  • 1980 U.S. Tax Court


  • The Association of the Bar of the City of New York
  • New York State Bar Association
  • American Bar Association


  • B.S.F.S., 1971 Georgetown University
  • J.D., 1974 American University - The Washington College of Law
  • LL.M., 1977 New York University School of Law (in Taxation)

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