Valparaiso University School of Law
Grand Rapids, Michigan
B.A., cum laude, 2010
Estate Planning Attorney
Katie is a member of the Estate Planning Team. She has significant experience in estate settlement and trust administration matters. She has additional experience working with individuals and families through ongoing estate, tax, and wealth transfer planning for current and future generations. She understands that every client situation is unique, and she strives to help each client reach their goals through specific and tailored estate plans.
Katie’s background also includes review of tax compliance forms and non-traditional asset planning including strategies for real estate, and closely-held business interests. She previously served as a trust officer for a regional accounting firm and holds a Certified Trust and Fiduciary Advisor (CTFA®) designation.
State Bar of Michigan, Probate and Estate Planning Section
Western Michigan Estate Planning Council – Board of Directors, Next Gen Committee
USA Gymnastics Judge, 2010 – Present
Spartan Nash YMCA, Board of Directors, 2016-2021
Institute of Continuing Legal Education Speaker, 2019
The Notice Trap: Qualified Trust Beneficiaries of Irrevocable Trusts, 2022