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Katherine L. Jeffrey
Associate
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.
Admitted to Practice
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Washington, 2021
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California, 2013
Education
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LL.M., Taxation, Golden Gate University School of Law, 2015
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J.D., University of San Francisco School of Law, 2013, magna cum laude
- Certificate of Specialization in Tax Law, with Honors
- Senior Staff, USF Law Review
- CALI Awards for Partnership Taxation and Family Wealth Transfer Taxation
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B.A., Political Science, University of California, Santa Barbara, 2007
Background
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- Associate, Spaulding McCullough & Tansil LLP, Santa Rosa, Calif., 2015-2021
- Associate, Delagnes, Linder & Duey LLP, San Francisco, 2013-2015
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