Katie is an estate planning and trust administration attorney who helps her clients build and administer plans that address both personal and business objectives and goals. Katie’s practice also includes a range of corporate matters. Her clients include individuals, couples and families, family-owned businesses, start-up corporations and other businesses.
Katie helps estate planning and trust administration clients craft wills and trusts, carefully explaining a variety of vehicles for transferring assets in a tax-efficient manner, including estate, gift and generation-skipping transfer tax strategies. Katie works with clients to reduce their taxable estates while planning for future generations.
Katie’s corporate practice often overlaps with her estate planning and trust administration work, giving clients a seamless approach to managing the full range of their legal affairs. Katie routinely counsels family business owners, helping them address the unique challenges they face, such as business succession planning. Katie’s clients look to her for advice on entity formation, limited liability companies, family limited partnerships, shareholder and partnership buy-out agreements, stock transfers and splits, as well as corporate recapitalizations.
Katie has a common sense approach to problem solving and her clients appreciate her approachable, practical and efficient style. She is based in the firm’s Wellesley office, but also meets with clients in our Franklin and Providence offices.