Kathleen M. Johnson

Kate Johnson knew from an early age she wanted to be a lawyer to help people, and the trusts and estates practice area was a natural fit for her.

Kate assists ultra-high net worth clients with the development and implementation of tax-efficient strategies for the management and transfer of private wealth. She prepares wills and establishes structures utilizing trusts, partnerships, limited liability companies, and insurance. Kate works with accountants, investment managers, and other advisors to provide coordinated advice to her clients. She also advises fiduciaries and beneficiaries with respect to all aspects of probate proceedings, estate administrations, and trust administrations, and counsels philanthropic donors on charitable giving through private foundations, donor-advised funds, and charitable split-interest trusts.

When working with Kate, clients can expect to gain a trusted confidante. Her ability to put her clients at ease and seamlessly delve into their unique situations and family dynamics enables her to provide simple and effective solutions for their planning needs. Kate knows trusts and estates clients need to feel comfortable from their first meeting with her.

• Regularly counsels ultra-high net worth clients on estate planning matters and the strategic minimization of the federal estate, gift and generation-skipping transfer taxes.
• Assists clients with the structuring of charitable gifts and bequests, including the creation and administration of private foundations, public charities, charitable lead trusts and charitable remainder trusts.
• Works with estate and trust administrations, including original and ancillary probate proceedings.