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Katie S Groblewski

Katie S Groblewski

Practice areas:

Tax, Estate Planning

Katie Groblewski

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About Me

Katie assists individuals and families in Washington and Oregon with estate planning, and trust and estate administration. She also works with business owners and their families on business succession planning.


Katie understands that each client has specific goals and drafts primary estate planning documents tailored for the client’s individual needs. She also works closely with high-income clients, assisting with drafting, funding and implementing complex wealth transfer and income tax mitigation plans, modifying existing irrevocable trusts judicially and non-judicially, and assisting family closely held companies with succession planning.


She also assists individual and corporate fiduciaries with a wide range of issues, including valuation, distribution and management of assets, fiduciary income taxes, and beneficiary disputes. She also helps clients with administration matters, including preparing estate and gift tax returns and dispute resolution agreements, assisting with succession or sale of family business interests from estates, and defending high-net worth estates through IRS audit.ration. 

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Practice Areas

Licensed since 2003

  1. Estate Planning: 50%
  2. Tax: 50%

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Contact Info

Stokes Lawrence, P.S.

1420 Fifth Avenue, Suite 3000
Seattle, WA, 98101-2393

Resume

License
StateStatusAcquiredUpdated
ORActive200605/16/2015
WAActive200305/05/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Super LawyerWashington Super Lawyers2014
Rising StarWashington Super Lawyers2013
Rising StarWashington Super Lawyers2012

Work Experience
TitleCompany NameDuration
ShareholderStokes Lawrence2014 - Present
AssociateStokes Lawrence2011 - 2013
AssociateStoel Rives2006 - 2011

Associations
Association NamePosition NameDuration
OSB Estate Planning & Administration Section NewsletterEditorial Board2008 - 2011
WSBA Real Property, Probate and Trust Section NewsletterEditorial Board2005 - 2006
Washington Women in TaxMemberN/A
WSBA, Real Property, Probate and Trust Section and Taxation SectionMemberN/A
OSBA, Estate Planning and Administration Section and Taxation SectionMemberN/A
Seattle University School of LawPart-time Adjunct FacultyN/A
Seattle Estate Planning CouncilMemberN/A
Probate and Trust Section, Washington State Bar Association Legislative CommitteeMemberN/A
Drafting Committee for 2013 Washington Trust Act legislationMemberN/A

Publications
Publication NameTitleDate
WSBA RPPT Newsletter, Vol. 40, No. 4, pgs 5-122013 Updates to the Washington Trust Act2013
Administering Oregon Estates chapter in the Oregon State Bar DeskbookManaging Estate Assets2012
OSB Estate Planning & Administration Section NewsletterReporting Requirements of the Oregon Uniform Trust Code2007
Washington State Bar Association Real Property, Probate & Trust Section NewsletterGood Governance Practices for Family Foundations2006
Puget Sound Business JournalAvoiding Probate: Keeping Estate's Assets Out of Court Is Preferable2005

Education
School NameMajorDegreeGraduated
University of Washington School of LawN/ALL.M., Taxation2004
Seattle University School of LawN/AJD2003

Speaking Engagements
Conference NameTitleDate
King County Bar AssociationThe 2013 Updates to the Washington Trust Act: Notice and Virtual Representation2014
East King County Estate Planning CouncilEstate Planning Issues for the $2M to $10M Estate2014
59th Annual Estate Planning SeminarNotice, Information-Sharing and Other Issues Under the Washington Trust Act – Three Perspectives: the Drafter, Fiduciary and Litigato2014
Washington State Bar AssociationDrafting for the Updated Trust Act2013
Washington State Bar AssociationTrust Act: One Year Later2012
Kings County Bar AssociationProposed 2013 Trust Act Legislation2012
Washington State Bar AssociationDrafting Tips for the Wasington Trust Act2011
Washington State Bar AssociationWill Drafting for the 'Shifting' Taxable Estate2005