Overview
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.
Services
Experience
- 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.
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, 2024
- Minnesota Super Lawyers Rising Star, Estate & Probate, 2023
- 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
News
Speaking Engagements
- Event
Legal Updates
- Legal Update
Publications & Presentations
Co-Chair and Presenter on Antenuptial Agreements, Estate Planning, Probate & Trust Law 50, Minnesota CLE, September 2023
Presenter, Noncitizen Residents—The Mysteries of the QDOT and Portability Solved, 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 Law 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