Kathryn is a partner in the Private Wealth practice and member of the Tax-Exempt & Charitable Organizations and Entertainment & Sports industry teams. She focuses her practice on complex wealth transfer planning, including federal and state wealth transfer taxation, international wealth transfer planning, estate planning, business succession planning, and charitable planning for high-net worth families and individuals.
Kathryn advises family-owned and closely-held business owners on how to refine their estate plans while providing for the smooth and methodical transfer of ownership to the intended beneficiaries. Her charitable planning experience includes assisting clients with large gifts, as well as the creation of tax-exempt entities such as private grantmaking foundations and private operating foundations. Additionally, she is experienced in complex probate and multimillion dollar estate administrations, as well as the preparation of gift and estate tax returns.
Kathryn is a frequent speaker on charitable and business planning. She is also involved in a number of civic organizations, including the Atlanta Legal Aid Society.
In 2019, Kathryn was recognized as an “Associate to Watch” by Chambers High Net Worth, a publication ranking top lawyers and law firms for international private wealth, shortly before her promotion to partner. Prior to joining AGG, she clerked for the Henry County Probate Court for two years while in law school. She also externed at the Internal Revenue Service’s Office of Chief Counsel.