Kate Willcox’s practice focuses on both foundational and complex estate and gift planning, including tax planning, as well as post-death trust administration. Her estate planning background includes working with blended families and same-sex couples. She also has experience working with clients to set up irrevocable trusts, including grantor trusts, ILITs, GRATs, QPRTs and charitable trusts. Her business succession planning practice includes structuring plans to efficiently and effectively transfer family businesses to the next generation, as well as “estate freeze” transactions to minimize the tax burden of doing so.

What I really like about being an estate planning attorney is working closely with individuals and families. Our clients have worked their entire lives to build a legacy for their children, and I find that inspiring. I like that I can be a part of working with families to pass that legacy on, and I am able to be there at a tough time for their children to help make it easier.