Katherine L. Jeffrey

Katie Jeffrey's practice focuses on estate planning, trust administration, and taxation. She works with clients to prepare and implement estate planning strategies utilizing revocable trusts, various irrevocable trusts, and charitable gifting plans.

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.