Katie is dedicated to helping her clients protect themselves and their loved ones through careful estate planning and estate administration. She advises her clients on issues such as complex wealth and business succession planning, Federal Estate and Gift Tax matters, Kentucky Inheritance Tax issues, strategic IRA and 401(k) planning, complex probate administration, and fiduciary litigation. Legislation and the financial marketplace are constantly changing the landscape of estate planning, and she places a priority on staying abreast of new developments to help her clients minimize their risk while still accomplishing their objectives. Katie recognizes the value of teamwork, and regularly coordinates with her clients’ accountants and investment advisers to develop a unified approach to the clients’ needs.
In addition to assisting individuals with complex wealth planning, Katie is also experienced in representing individual and corporate trustees with respect to trust administration matters. These matters include court actions to reform or modify trusts, determine questions of interpretation, and resolve beneficiary disputes. In her representation of fiduciaries, she has advised clients on estate tax exposure matters and IRS audits. She also helps closely-held business owners develop a comprehensive succession plan, including buy-sell and non-compete agreements.
Because wealth planning and probate estate administration involve personal, and sometimes sensitive, family dynamics, Katie brings a compassionate touch to her practice. Every client’s situation is unique, and she embraces the opportunity to provide a solution. She communicates openly with clients to not only provide sound legal advice, but also to become a trusted ally.
Prior to joining the firm, Katie practiced in the Louisville office of Goldberg Simpson LLC.
- University of Kentucky College of Law (J.D., 2007)
- Kentucky Law Journal, symposium articles editor
- CALI Award Equine Law
- Vanderbilt University (B.A., cum laude, 2004)
- Kentucky Bar Association
- Louisville Bar Association
- Pearls & Pumps Planning Committee - Baptist Health Foundation
- University of Kentucky College of Law Alumni Association Board of Directors, past director
- Best Lawyers®
- Trusts and Estates
- Kentucky Rising Star®
- "Top Lawyers” by Louisville Magazine (2016)
- Peer Review Rated AV Preeminent in Martindale Hubbell