Katherine David

Katherine was amazing to work with. She was very thorough with her explanations of everything we were working on for our trust. She was also very patient with us and answered all our questions (probably more than once) as most of these topics were new to us. I would highly recommend Katherine and tea...m!

Katherine has been an outstanding asset as my business attorney. So I was thrilled to learn of her expertise in trusts and estates. She shined there in new ways. As always, she was responsive, professional, and efficient. She helped me be conscientious on spend to produce the best value given my ...goals. But estate planning involves not only complicated legal options, but requires working through emotionally difficult choices. And my case was not an easy one. She was wonderful! Her strong communication skills, her demeanor, and her experience in how choices play out practically for families made a big difference. She got me over the finish line with a structure and documents that give me new comfort. And her knowledge of business law meant that aspects of my estate involving my business could be addressed in the process. She turned what could have been grueling with another attorney into an empowering experience.

My wife and I decided to retain Katherine to provide us with estate planning advice. We find the young lady very enthusiastic, knowledgeable, thorough, responsive, accessible, and hard working. On at least two occasions, Katherine responded to my emails on her days off, and I really appreciate this... responsiveness. It shows that she does not only work hard but also care about her clients. It is absolutely a pleasure working with Katherine. We look forward to working with her to complete the rest our estate planning efforts.

Katherine did an excellent job working on my estate plan. She is very knowledgeable in this space and provided a very in-depth conversation about estate planning during the consultation meeting. She went over the various necessary documents in a clear, concise manner and made me feel comfortable thr...ough the whole process. I highly recommend Katherine.