Katherine A. Botelho

Partner

(781) 431-9788
kbotelho@grcpc.com | vCard | PDF

Kathy Botelho is a probate and trust attorney who counsels clients through all phases of probate, estate and trust administration.

 

Kathy has extensive experience with the Massachusetts and Rhode Island probate courts and their accompanying procedures. Kathy counsels clients through the entire administration process including appointing personal representatives (formerly known as executors) and trustees. preparation and allowance of accounts, preparation of federal and state estate tax returns and the smooth administration of complex estates. Kathy understands how to properly administer estate plans so that they succeed in minimizing taxes and transferring wealth to family members and other beneficiaries. In fact, the most satisfying aspect of her work is assuring that the decedent’s goals are accomplished.

 

Kathy works closely with clients to value, consolidate and distribute probate and trust assets. The goal of her practice, which also extends to guardianships and conservatorships, is to provide not only experienced legal advice but also assistance with practical matters and support during a time of change and loss. Kathy provides personal attention to clients, providing a thorough, collaborative approach to meet any unique needs within the context of each situation.

 

Kathy is a conduit between the firm’s estate planning team and the probate professionals within the firm. She supervises the firm’s team of paralegals who handle probaterelated work as well as preparation of gift and income tax returns.

 

Kathy’s interests include history, travel, Red Sox baseball and photography. She is a Franklin resident and has two children and grandchildren. She is based in the firm’s Wellesley office, but also meets with clients in our Franklin office.

Representative Experience

  • Oversee the process to valuate and consolidate assets before estate and trust distributions are made.
  • Counsels clients in connection with contested wills and procedural needs during the probate process.
  • Creates appropriate trust structures to meet specific lifetime intentions while executing upon post-mortem plans.
  • Works with appointed conservators to oversee financial assets and guardians to assist individuals with failing health.

attorney-botelho-katherine

Katherine A. Botelho

Partner

Related Practices

  • Estate Administration
  • Guardianships & Conservatorships
  • Trust Administration

Admissions

  • Massachusetts, 1990
  • Rhode Island, 1990

Education

  • Salve Regina College, A.B., cum laude, 1970
  • State University of New York College at Buffalo, M.A., Phi Alpha Theta, 1977
  • Suffolk University Law School, J.D., cum laude, 1990

  • Member, Rhode Island Bar Association