Practice Expertise

  • Estate, Trust & Wealth Preservation
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Areas of Practice

  • Estate, Trust & Wealth Preservation
  • Business Succession Planning
  • Charitable Planning
  • Estate, Trust & Wealth Preservation

Profile

Developing and administering estates and trusts

Katie Hanes works with clients to develop estate plans and prenuptial agreements and administer estates and trusts. She prepares estate planning documents that carry out a client's wishes while minimizing taxes and administrative burdens. Katie also works with corporate and individual trustees and personal representatives to effectively and efficiently administer trusts and estates.

Katie understands that knowing your family situation is crucial to developing an estate plan that accomplishes your goals. She asks directed questions and provides options to clients to help them navigate the complex job of creating an estate plan. Katie also knows how challenging it can be to begin to administer a trust or estate and provides structure and support to get the job done.

Bar Admissions

  • Wisconsin

Education

  • UC Berkeley School of Law (J.D., 2017)
    • Berkeley Journal of Criminal Law, editor-in-chief
    • Berkeley Law Foundation, member
  • University of Wisconsin - Madison (B.A., 2013)
    • Women's varsity rowing team

Areas of Practice

  • Estate, Trust & Wealth Preservation
  • Business Succession Planning
  • Charitable Planning
  • Estate, Trust & Wealth Preservation

Professional Career



Articles

  • Seven Things Estate Planning Clients Should Know About the New Tax Law

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