Overview
Kate works closely with individuals and families to develop a comprehensive estate plan that accomplishes their personal, professional and philanthropic goals.
Kate helps U.S. citizens and non-U.S. citizens minimize their income, gift, estate and generation-skipping transfer taxes and assists business owners with their business succession planning. She also guides fiduciaries through the estate and trust administration process and assists clients involved in gift and estate tax controversies.
Services
Experience
- Prepares wills, trust agreements and related estate planning documents.
- Develops business succession plans for closely-held business owners.
- Drafts antenuptial and postnuptial agreements.
- Assists fiduciaries with estate and trust administration.
- Prepares estate, gift and fiduciary tax returns.
Credentials
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
Recognition
- Best Lawyers: Ones to Watch®, Trusts and Estates, 2022
- North Star Lawyer, Minnesota State Bar Association, 2013, 2015
Civic & Professional
Professional Activities
- Minnesota State Bar Association
- State Bar of Wisconsin
- Twin Cities Estate Planning Council, Member
News & Insights
Speaking Engagements
- Event
Legal Updates
- Legal Update
Publications & Presentations
“Noncitizen Residents—The Mysteries of the QDOT and Portability Solved,” presenter, Estate Planning Across Borders Seminar, Minnesota CLE, October 2022
Presenter, A Thin Line Between Love and Reciprocate: Drafting to Avoid the Reciprocal Trust Doctrine, Probate and Trust Law Section Conference, Minnesota CLE, June 2022
Co-Presenter, Estate Litigation, Minnesota Estate Administration Deskbook, Chapter 6, Minnesota CLE, April 28, 2022
Co-Presenter, Estate Litigation and Appeals, Probate A-Z Webcast Series, Minnesota CLE, January 2022
Presenter, Transfer Taxes & Income Taxes: When They Apply to Charitable Contributions and When They Don’t, Charitable Giving and Trusts: How to Maximize the Benefits of Philanthropy for Your Clients Series, Minnesota CLE Webcast, November 2021
“Estate Litigation,” Minnesota Estate Administration Deskbook, Chapter 6, Minnesota CLE, 2021
Co-Chair and Presenter on Antenuptial Agreements, Estate Planning, Probate & Trust 50, Minnesota CLE, February 2020
Co-Presenter, Estate Litigation, Probate A to Z Webcast Series, Minnesota CLE, November 2019
“Estate Litigation,” Minnesota Estate Administration Deskbook, Chapter 6, Minnesota CLE, 2019
Presenter, The Complete Estate Planning Lawyer: Tax Considerations, Minnesota CLE, September 2018
“Tax Considerations,” The Complete Estate Planning Lawyer’s Quick Answer Book, Chapter 12, Minnesota CLE, 2018
Co-Presenter, Estate Litigation, Minnesota CLE Webcast, February 2018
“Estate Litigation,” Minnesota Estate Administration Deskbook, Chapter 6, Minnesota CLE, 2018
Presenter, The Complete Estate Planning Lawyer: Other Tax Considerations, Minnesota CLE, March 2017
“Other Tax Considerations,” The Complete Estate Planning Lawyer’s Quick Answer Book, Chapter 12, Minnesota CLE, 2017
Co-Presenter, Representing the Ongoing Business Deskbook Series: Succession Planning, Minnesota CLE Webcast, February 2017
Co-Presenter, DNI? Don’t Neglect Income—An Income Tax Primer for Estate Planners, Minnesota CLE Webcast, December 2015
Co-Presenter, Duty of Diversification, Delegation and Directed Trusts, Minnesota State Bar Association 41st Annual Probate and Trust Law Section Conference, June 2015