Kate is an associate who practices primarily in the areas of estate planning, taxation, probate and estate administration. She helps individuals and families of all ages in creating Wills, Trusts, and other estate planning tools with the goal of crafting customized, integrated plans. Kate regularly assists clients with the complexities of probating and administering estates, and brings her breadth of experience and knowledge to each step of the process. She is sensitive to family dynamics and strives for practical and cost-effective settling of estates and trusts.
• Boston Bar Association
• National Academy of Elder Law Attorneys
• Boston University School of Law, J.D., 2007
• Cornell University, B.S., 2004
• Brier & Ganz LLP (2014-Present)
• Greif & Litwak, P.C. (2007-2014)
In the areas of estate planning and administration, Kate routinely assists clients with tax planning, real estate, and asset protection. Her experience includes:
• Representing buyers and sellers with the purchase and sale of residential real estate.
• Determining taxes due and other implications of sale of real estate, such as the impact on MassHealth benefits and/or eligibility of the seller.
• Advising on the transfer of ownership of property to a limited liability company or other entity for creditor protection, privacy, or other reasons.
• Preserving assets through the use of prenuptial and postnuptial agreements.
• Preserving vacation homes and managing the complexities of maintaining their ownership for families and multiple generations.
• Reviewing past and proposed gifting to minimize estate taxes, protect from reach of future creditors, and advising on the income tax burden of the same.
• Meeting with clients to discuss their long term care plans and providing an overview of the available options.
• Making recommendations to beneficiaries to minimize the overall tax impact of expected inheritances.
• Advising on the tax filing requirements related to beneficiaries’ receipt of foreign estate and trust funds and other assets from non-U.S. citizen family members.
• Reviewing employment, deferred compensation, and stock option agreements and making recommendations on same to reduce overall tax burden.
• Protecting proposed settlements from creditor liability and minimizing the tax impact of same.