Washington University School of Law,
Order of the Coif
Washington University in St. Louis,
B.A., with honors, 1987
American Bar Association
Estate Planning Council of St. Louis
Missouri Bar Association
Humane Society of Missouri
Saint Louis Art Museum
Member, Planned Giving Council
Katie advises families and helps them develop appropriate estate plans for their individual circumstances.
Katie collaborates with clients and their financial and insurance advisors to create unique estate planning documents that balance tax-saving strategies with the client's personal wishes.
She has developed a special focus on educating young professionals about the importance of early estate planning. Katie advises these younger clients on how to effectively manage their estate planning documents by regularly reviewing them and updating as necessary based on career and family changes, and tax law developments. Katie also helps clients implement sophisticated wealth-transfer techniques, including sales to grantor trusts and grantor retained annuity trusts — two proven avenues for high-net-worth individuals to transfer assets outside of the estate tax system.
Katie began her legal career in the Thompson Coburn's Private Client Services Group in 1992, and then spent several years serving as in-house counsel for companies like Ascension Health and Charter Communications. She also spent three years teaching Legal Research and Writing at Washington University School of Law.
Legacy Advised Funds: Finally, here’s something to “LAF” about
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