Katherine A. Charipar

Kate works closely with individuals and families to develop a comprehensive estate plan that accomplishes their personal, professional and philanthropic goals.

Kate brings over a decade of sophisticated estate and business succession planning experience to her clients and serves as a key advisor who is positioned to support her clients, their families and their businesses for the long term. In developing an estate plan, Kate’s approach is holistic and practical. She enjoys getting to know her clients on a personal level and working with them to create a tailored estate plan that contemplates not only tax planning, but all of their motivations, concerns, personal and professional circumstances, and risk tolerances. Kate’s mission is to create planning documents that provide a concrete, readily understood and practical guide to implementation. She collaborates with other consultants, such as financial advisors and accountants, in forming a comprehensive strategy designed to mitigate issues in the future for her clients and their intended beneficiaries, giving her clients peace of mind.

• Prepares wills, trust agreements and related estate planning documents. Kate also advises clients on navigating existing irrevocable trust instruments and assists them in modifying or reforming such documents when circumstances warrant.
• Helps U.S. citizens and non-U.S. citizens minimize their income, gift, estate and generation-skipping transfer taxes through the use of trusts, business entities, and other sophisticated planning vehicles and strategies.
• Guides fiduciaries and families through the estate and trust administration process, taking them step by step through a process that is oftentimes unfamiliar to them. She works closely with the families’ teams of advisors to minimize stress to the families during a challenging time.
• Prepares estate, gift and fiduciary tax returns, and assists clients involved in gift and estate tax controversies.
• Develops a comprehensive understanding of her clients’ businesses and the unique aspects of their industries, and works with clients to implement business succession plans.
• Drafts antenuptial agreements and works with opposing counsel to develop a fair antenuptial agreement with minimal stress to the clients during the busy period leading up to the wedding.
• Helps clients establish and operate private family foundations and advises them on other charitable giving strategies, such as donor-advised funds, charitable remainder trusts and charitable lead trusts.

Education

• Georgetown University Law Center, LL.M., 2012, with distinction
• Marquette University Law School, J.D., 2008
• University of Wisconsin, B.B.A., 2005

Admissions

• Minnesota, 2012
• District of Columbia, 2009
• Virginia, 2008
• Wisconsin, 2008

• Best Lawyers: Ones to Watch, Trusts and Estates, 2022, 2024
• Minnesota Super Lawyers Rising Star, Estate & Probate, 2023
• North Star Lawyer, Minnesota State Bar Association, 2013, 2015

Professional Activities

• Minnesota State Bar Association
• State Bar of Wisconsin
• Twin Cities Estate Planning Council, Member