Katie's practice is concentrated in the areas of tax, trust and estate matters with... more
Katie's practice is concentrated in the areas of tax, trust and estate matters with an emphasis in estate planning, trust and probate administration, and estate and gift taxation. Her practice also includes estate and trust litigation, guardianships and conservatorships. Before joining Albrecht Barney, Katie practiced law at the law firm of Snell Wilmer L.L.P. Katie also previously worked ... view profile
I also founded Practical Plans (www.practicalplans.com), an online estate planning... more
I also founded Practical Plans (www.practicalplans.com), an online estate planning business that makes estate planning more readily available to clients who do not need the tax planning services offered in traditional law firm planning. The interactive site allows clients to participate in the planning process, lowering the cost of a customized estate plan while educating clients who trust them... view profile
I have apassion for assisting clients with their estate planning needs - their... more
I have apassion for assisting clients with their estate planning needs - their future and their families. I graduated from New York University School of Law - receiving an LL.M in Taxation. NYU is recognized by all as being the premier Law School for this program, world wide. My first case out of NYU with a very large law firm was handling the estate for one of the Firm's young female attorneys... view profile
I am a different type of estate planning attorney. In 2012 I was certified by the... more
I am a different type of estate planning attorney. In 2012 I was certified by the State Bar of California Board of Legal Specialists as a specialist in Estate Planning, Trust,and Probate Law. This is a creedential only bestowed on a small percentage of California Estate Planning attorneys. I also have my LL.M. in Taxation which allows me to spot and assist with tax issues related to estate plans.
"Estate" is the legal term used to define your property and money—basically, everything that belongs to you. Estate planning attorneys tell you different strategies you can use to transfer your belongings after you die. By planning your estate, you can maximize its value by minimizing taxes and eliminating court costs and interference. Estate planning attorneys also help you control and protect your estate during your lifetime, by writing documents that allow you to transfer property and money to children, charities, or others in a way you desire.