A member of the Taxation & Wealth Planning Department, Katie focuses her practice on trust and estate planning and administration, as well as tax analysis and planning.

Katie counsels a wide variety of clients on a broad range of trust and estate matters and transactions, including:

• Basic estate planning
• Sophisticated estate and gift tax planning for high-net-worth individuals
• Charitable giving
• Irrevocable gifting trusts
• Leveraging of tax exemptions and exclusions. 

Working collaboratively with clients, their families and other trusted advisers, Katie takes a practical approach to helping clients define, refine and reach their goals. Specifically, she:

• Creates and implements practical and comprehensive estate plans using wills, trust agreements and other planning vehicles
• Guides fiduciaries and family members through the processes of settling estates and trusts
• Drafts and analyzes agreements settling the administration of estates and trusts
• Advises family businesses on business succession planning
• Assists with federal and state death tax planning and return filings

Additionally, Katie takes the time to educate her clients and their families to promote responsible transfers of wealth. She counsels them on the legal parameters of inheritance, planning for unanticipated events, and growing and preserving inherited assets.