Katherine L. Jeffrey

Katie Jeffrey's practice focuses on estate planning, trust administration, estate and gift taxation, and nonprofit and tax-exempt organizations. She works with individual clients to prepare and implement estate planning strategies through the creation of wills, trusts, charitable vehicles, and other wealth transfer approaches.

Katie advises clients on intra-family business and asset succession and carries out trust and estate administrations, including dealings with probate courts. She has experience representing clients in IRS audits of estate and gift tax returns and providing guidance on income tax planning matters.

Katie's practice also includes advising charitable donors and charities regarding charitable giving, as well as providing counsel to nonprofits and tax-exempt organizations on formation and ongoing corporate governance and tax compliance issues.