Katherine A. McAllister

Katherine "Katie" McAllister counsels high net worth individuals and families on estate planning, estate administration and trust administration. She advises private clients on the design and implementation of tax-efficient estate plans that further their personal and financial objectives. Katie assists clients with all aspects of the estate administration and probate process, including representation of fiduciaries and beneficiaries in probate proceedings and preparation and filing of federal and state estate and gift tax returns.