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About me

Kathleen specializes in estate, business and executive benefits planning and estate and executive compensation planning with life insurance.  Formerly, she was a member at of the Advanced Markets Group of MetLife, where she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries.  Prior to joining GenAmerica Financial (a MetLife company) in 1996, she was in private practice.  


 


She is a member of the Missouri, Illinois and Pennsylvania bars as well as an active member of the American Bar Association and the Bar Association of Metropolitan St. Louis.   She is a nationally recognized speaker and author and adjunct professor in the LLM program at Washington University’s School of Law.  She is a founding member of Affinity Law Group, LLC, a firm dedicated to providing legal services to businesses, their owners and executives at every stage of their life cycles. She is a member of the Business Insurance & Estate Planning Committee of the Association of Advanced Life Underwriting (AALU), and was selected as a Registered Player Financial Advisor for the National Football League Players Association.  She was formerly on the Board of Directors of the St. Louis Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and currently serves as the Chair of the Board of Directors of the St. Louis Children’s Hospital Legacy Advisors and as President of the Society of Financial Service Professionals-Greater St. Louis Chapter.  She was named one of Missouri Lawyers Weekly’s Up and Coming Lawyers and received the Accredited Estate Planner designation from the National Association of Estate Planners & Councils.  She has presented at AALU and the Top of the Table Meeting for the Million Dollar Roundtable.  Kathleen was selected for inclusion in Missouri and Kansas SuperLawyers in 2012, 2013, 2014 and 2015.

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Practice areas

Licensed

  1. Estate Planning: 50%
  2. Employee Benefits: 20%
  3. Tax: 10%
  4. Probate: 10%
  5. Guardianship: 10%

Payment

Payment types:

Cash, Check, Credit card

Attorney endorsements

7 total 

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  • Ira M. Potter

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    Ira Potter Business Attorney
    Relationship: Co-worker

  • Bradley William Crandall

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Contact info

Affinity Law Group LLC

1610 Des Peres Rd Ste 100
Saint Louis, MO, 63131-1850

Resume

License
StateStatusAcquiredUpdated
PAActive201204/02/2016
ILActive And Authorized To Practice Law199505/11/2016
MOGood Standing, Active199401/08/2013
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
SuperLawyerSuper Lawyers Magazine2015
SuperLawyerSuper Lawyers Magazine2014
SuperLawyerSuper Lawyers Magazine2013
SuperLawyerSuper Lawyers Magazine2012
N/AMissouri Lawyers WeeklyN/A
Work experience
TitleCompany nameDuration
AttorneyAffinity Law Group, LLC2008 - Present
Associations
Association namePosition nameDuration
Missouri BarMemberN/A
Illinois State Bar AssociationMemberN/A
Pennsylvania Bar AssociationMemberN/A
AALU - Business Insurance & Estate Planning CommitteeMemberN/A
St. Louis Children's Hospital Legacy Advisors - Board of DirectorsChairN/A
Society of Financial Service Professionals - Greater St. Louis ChapterPresidentN/A
Education
School nameMajorDegreeGraduated
Saint Louis UniversityAccountingBA - Bachelor of ArtsN/A
Washington University School of LawLawJD - Juris DoctorN/A
Washington University School of LawTaxationLL.M - Master of LawsN/A
Speaking engagements
Conference nameTitleDate
St. Louis Zoo 2nd Annual Professional Advisors EventFuzzy on Philanthropy?2015
NAIFA CE DayTricks & Traps in Succession Planning for the Family Owned Business2015
MetLife Preferred Services ConferenceEstate Planning in the Post-ATRA World2014
All City EventExtries, Exits and Incennovation: Tax Efficient Changes to Ownership Structure2014