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About Katie
Biography
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 .
Practice Areas
2
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Oregon for 19 years
State: Oregon
Acquired: 2006
No misconduct found
Licensed in Washington for 22 years
State: Washington
Acquired: 2003
No misconduct found
Location
Stokes Lawrence, P.S.
1420 Fifth Avenue, Suite 3000, Seattle, WA, 98101-2393
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Experience
Honors
2020
Best Lawyers in America, Best Lawyers
2019
Super Lawyer, Washington Super Lawyers
2019
High Net Worth Guide, Chambers & Partners Global
2018
Best Lawyers in America, Best Lawyers
2018
Super Lawyer, Washington Super Lawyers
2018
High Net Worth Guide, Chambers & Partners Global
2017
Super Lawyer, Washington Super Lawyers
2017
High Net Worth Guide, Chambers & Partners Global
2016
Super Lawyer, Washington Super Lawyers
2015
Super Lawyer, Washington Super Lawyers
2014
Super Lawyer, Washington Super Lawyers
2013
Rising Star, Washington Super Lawyers
2012
Rising Star, Washington Super Lawyers
Work Experience
2014 - Present
Shareholder, Stokes Lawrence
2011 - 2013
Associate, Stokes Lawrence
2006 - 2011
Associate, Stoel Rives
Associations
Washington Women in Tax
Member
WSBA, Real Property, Probate and Trust Section and Taxation Section
Member
OSBA, Estate Planning and Administration Section and Taxation Section
Member
Seattle University School of Law
Part-time Adjunct Faculty
Seattle Estate Planning Council
Member
Probate and Trust Section, Washington State Bar Association Legislative Committee
Member
Drafting Committee for 2013 Washington Trust Act legislation
Member
2008 - 2011
OSB Estate Planning & Administration Section NewsletterEditorial Board
2005 - 2006
WSBA Real Property, Probate and Trust Section NewsletterEditorial Board
Education
2004
University of Washington School of Law
LL.M., Taxation
2003
Seattle University School of Law
JD
Speaking Engagements
2014
King County Bar Association
The 2013 Updates to the Washington Trust Act: Notice and Virtual Representation
2014
East King County Estate Planning Council
Estate Planning Issues for the $2M to $10M Estate
2014
59th Annual Estate Planning Seminar
Notice, Information-Sharing and Other Issues Under the Washington Trust Act – Three Perspectives: the Drafter, Fiduciary and Litigato
2013
Washington State Bar Association
Drafting for the Updated Trust Act
2012
Washington State Bar Association
Trust Act: One Year Later
2012
Kings County Bar Association
Proposed 2013 Trust Act Legislation
2011
Washington State Bar Association
Drafting Tips for the Wasington Trust Act
2005
Washington State Bar Association
Will Drafting for the 'Shifting' Taxable Estate
Publications
2018
Stokes Lawrence Client Update
Time to Review Your Operating Agreements: New Partnership Audit Rules Enacted
2016
Stokes Law Briefs
Estate Planning for Families With Rental Real Estate Businesses
2016
Stokes Law Briefs
Proposed Regulations Will Likely Limit Discount-Based Tax Planning
2015
Steve Leimberg's Estate Planning Newsletter
Did Aragona Answer All Questions? An Analysis of Outstanding Issues for Trusts Owning Rental Real Estate
2013
WSBA RPPT Newsletter, Vol. 40, No. 4, pgs 5-12
2013 Updates to the Washington Trust Act
2012
Administering Oregon Estates chapter in the Oregon State Bar Deskbook
Managing Estate Assets
2007
OSB Estate Planning & Administration Section Newsletter
Reporting Requirements of the Oregon Uniform Trust Code
2006
Washington State Bar Association Real Property, Probate & Trust Section Newsletter
Good Governance Practices for Family Foundations
2005
Puget Sound Business Journal
Avoiding Probate: Keeping Estate's Assets Out of Court Is Preferable