Katherine (Katie) Hughes Schock received her B.A. from Texas A&M University in 1997 and her J.D. from the University of Texas School of Law in 2002. Katie received her LL.M. in Taxation, cum laude, from the University of San Diego in 2003. She is licensed to practice law in California and Texas.
Both prior to and after law school, Katie worked for the national accounting firms PricewaterhouseCoopers LLP and Deloitte LLP in various tax departments ranging from international tax to state and local tax. She joined Snell & Wilmer LLP in Costa Mesa, California in 2005 focusing on estate planning, probate and trust administration. Katie subsequently became a partner at Albrecht and Barney Law Corporation in Irvine, California, the largest trust and estates law firm in Orange County, California.
Katie’s expertise is in estate planning for families ranging from basic wills and trusts to complex tax planning for high net worth individuals. Katie has extensive experience in administrating large trusts and estates, including appearing before the California probate court, preparing estate and gift tax returns, trust accountings, and negotiating with the IRS. She has spoken at various nonprofit organizations, conferences and continuing legal education providers in the areas of estate planning and trust administration. Katie was named as a “Rising Star” by California Super Lawyer Magazine in 2008 and 2012-2016.
In addition, Katie served on the board of a local nonprofit charity, including two terms as president, and was awarded the Wiley W. Manuel Certificate for Pro Bono Legal Services from the State Board of California for her pro bono work on behalf of low income clients.
Katie provides freelance legal services in the area of estate planning, probate and trust administration for attorneys and law firms in California and Texas on an individual project basis.
|TX||Eligible To Practice In Texas||2020||08/23/2021|
|Award name||Grantor||Date granted|
|Wiley W. Manuel Award for Pro Bono Legal Services||State Bar of California||2010|
|Rising Star||California SuperLawyer Magazine||2008|
|Freelance Attorney||(Self)||2020 - Present|
|Partner||Albrecht & Barney||2011 - 2018|
|Principal||Katherine J. Hughes, P.C.||2010 - 2011|
|Attorney||Snell & Wilmer L.L.P Law Offices||2005 - 2009|
|Senior Tax Consultant||Deloitte Tax LLP||2003 - 2005|
|Tax Associate||PricewaterhouseCoopers LLP||1998 - 1999|
|Association name||Position name||Duration|
|State Bar of California||Member||2002 - Present|
|WHW (Women Helping Women/Men2Work)||Past President, Board of Directors||2011 - 2015|
|Orange County Bar Association||Member||2003 - 2016|
|American Bar Association||Member||1999 - 2012|
|National Business Institute Seminar||Closing the Estate and Other Issues||2011|
|National Business Institute Seminar||Managing the Estate Effectively||2010|
|University of San Diego School of Law||LL.M - Master of Laws||2003|
|University of Texas School of Law||JD - Juris Doctor||2002|
|Texas A&M University||BA - Bachelor of Arts||1997|
|Wills and Trusts Clinic||Understanding Estate Planning||2011|
|Norman P. Murray Senior Center Speaker Series||Estate Planning Basics||2011|
|National Business Institute||The Probate Process from A to Z||2011|
|Its Your Estate Workshop||Retirement Plan Distributions||2011|
|Florence Sylvester Senior Center Speaker Series||Estate Planning Basics||2011|
|National Business Institute||The Probate Process from Start to Finish||2010|
|Legacy Society Luncheon||Estate Planning and Charitable Giving||2010|
|Florence Sylvester Senior Center Seminar Series||Estate Planning Basics||2010|
|Money and Mojitos||Financial and Estate Planning Tips||2009|
|Continuing Education of the Bar||Fundamentals of Estate Planning||2008|