Washington University School of Law,
Order of the Coif
B.A., with honors, 1987
American Bar Association
Estate Planning Council of St. Louis
Missouri Bar Association
Humane Society of Missouri
United Way of Greater St. Louis
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 defective 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.
Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you (an ‘engagement letter’).
By clicking the ‘ACCEPT’ button, you agree that we may review any information you transmit to us. You recognize that our review of your information, even if you submitted it in a good faith effort to retain us, and, further, even if you consider it confidential, does not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you. Please click the ‘ACCEPT’ button if you understand and accept the foregoing statement and wish to proceed.