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Katie Lepore

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Virtual Consultation
also known as Kathleen Lepore
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Avvo Rating10
  • San Diego, CA
  • Licensed for 4 years
  • Free consultation
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About Katie

CPA and Attorney specializing mostly in estate and tax planning and related areas in business and real estate law.  Worked in Big 4 Accounting in Los Angeles prior to law school and received an LL.M. in taxation and estate planning at Georgetown Law in Washington D.C. before settling back in San Diego.  Enjoys Major League Baseball, U.S. history, scrapbooking, and enjoying the sunshine in America's Finest City.

Languages spoken

English

Photos and videos

4850148 1573596272

4850148 1603912262

Contact

501 W Broadway Ste 700
address map

Miller Monson Peshel Polacek Hoshaw

501 W Broadway Ste 700
San Diego, CA, 92101-3563

Resume

License
StateStatusAcquiredUpdated
CAActive201610/28/2020
We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal answers78
Legal guides0
Awards
Award nameGrantorDate granted
Rising StarSuper Lawyers2021
Rising StarSuper Lawyers2020
student writing competition awardAmerican College of Trust and Estate Council (ACTEC)2016
CALI Award Highest Class Grade - Corporate TaxationCALI Award2014
CALI Award highest class grade - Legal WritingCALI2013
Work Experience
TitleCompany nameDuration
AttorneyMiller Monson Peshel Polacek Hoshaw2017 - Present
ExternDepartment of Justice2017 - 2017
ExternSeltzer, Caplan, McMahon & Vitek2014 - 2016
Tax AssociateErnst & Young2011 - 2013
Associations
Association namePosition nameDuration
San Diego County Bar AssociationMember2017 - Present
American Bar AssociationMember2017 - Present
California Board of AccountancyCPA2012 - Present
Publications
Publication nameTitleDate
MMPPH Monthly NewsletterBeginning of Year Checklist: Ensure Your Affairs Are In Order2021
SDCBA: For the RecordIn the Presence of Greatness2020
MMPPH monthly newsletterWorking from Home Due to Coronavirus? Can You Claim a Home Office Deduction?2020
MMPPH Newsletter65-Day Rule May Provide Trust and Estate Tax Savings2020
American Bar Association Tax TimesTrust and Estate Distributions in 2020 May Provide 2019 Tax Savings2020
MMPPH Monthly NewsletterEstate Planning Lessons from Celebrities: What We Can Learn from Prince, Chadwick Boseman, and Kobe Bryant2020
MMPPH NewsletterCalifornia Bills Propose Increased Taxes for the Wealthy: Higher Rates and a Wealth Tax2020
MMPPH Monthly NewsletterDigital Assets: Estate Planning and Trust Administration, in Brief2019
SDCBA For the RecordFronting Money or Co-Signing for Your Child’s Loan Can Have Hidden Tax Consequences2019
MMPPH Monthly NewsletterSupreme Court Rules on State Trust Taxation: Is California’s Taxing Scheme Constitutional?2019
MMPPH NewsletterRent Control in California: How Will It Affect Landlords?2019
For the Record - San Diego County BarAdjust Your Tax Withholding to Avoid Penalties2019
MMPPH NewsletterTom Petty’s Estate is Free Fallin’ – The Importance of Business Succession Planning2019
SDCBA: For the RecordRent Control in California: How Will It Affect Landlords?2019
Federal Bar Association Section on Taxation "Inside Basis"Safe Harbor for Pass-Through Deduction for Real Estate: Landlords Should Take Action Now2019
MMPPH Monthly NewsletterMMPPH Monthly Newsletter2018
Education
School nameDegreeGraduated
Georgetown University Law CenterLL.M - Master of Laws, Taxation and Estate Planning2017
University of San Diego School of LawJD - Juris Doctor2016
Univ of San DiegoBachelors of Accountancy2011
University of San DiegoMS - Master of Science, Taxation2011
Speaking Engagements
Conference nameTitleDate
SD Impact Real Estate Investors NetworkUpcoming Tax Law Changes2020
"Close Up on America's Business" podcastEstate and Tax Planning2018
SD Outback Real Estate Investor NetworkReal Estate2018
Reef Point Investors ClubReal Estate2018

Reviews

(1)
5 Star
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4 Star
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Review Katie Lepore

Excellent Service

Posted by

Attorney was knowledgeable and professional, yet friendly. She was up-to-date on the newest laws and techniques, and was able to explain concepts and ideas with us in an easy-to-understand manner. Highly recommend for any sort of tax, estate, business, LLC, or trust work.
This review is from a person who hired this attorney.
Hired attorney

Attorney endorsements

(6)
Are you an attorney? Endorse this lawyer

Michael Doland, Business Attorney on Oct 30, 2018
Relationship: Fellow lawyer in community

The answers of Ms. Lepore are consistently accurate, analytic and customized to the needs of the Avvo askers. These are exactly the qualities that every client would look for when hiring an attorney.

Christopher Wiechert

Katie is a skilled and professional attorney who I recommend greatly. She is a pleasure to work with.

Jacob Spaid, Tax Attorney on Apr 10, 2018
Relationship: Fellow lawyer in community

I have had the pleasure to work with Katie. She is a highly skilled, intelligent attorney.

Samantha McAlpin, Tax Attorney on Mar 29, 2018
Relationship: Fellow lawyer in community

Katie is an excellent attorney, with great attention to detail and a heart for service.

Denise Stich, Estate planning Attorney on Mar 29, 2018
Relationship: Fellow lawyer in community

I strongly endorse this young lawyer for estate planning and trusts and estates, especially matters with challenging tax related matters. Bright and personable, she brings a CPA background and curious intellect to solve a client's problems.

Ally Keegan, Tax Attorney on Mar 29, 2018
Relationship: Fellow lawyer in community

Katie is a phenomenal lawyer whose expertise, attention to detail, and dedication to her clients are unmatched. She has an excellent rapport with fellow members of the legal community that assists her in obtaining the best results for her clients. I would highly recommend Katie to anyone in need to tax or estate planning services.

Cost

RATES
  • Hourly Rates$275-$375/hour
  • Free Consultation Some lawyers offer a free consultation to help determine whether their services are right for your legal needs20 minutes
PAYMENT METHODS

Cash, Check, Credit Card