Sensitively developing business succession, trust and estate solutions

Katie Muldoon advises individuals and families on legacy, estate, trust and tax planning, and has extensive experience counseling family and closely held businesses on succession planning. With deep knowledge of the tax code, her practice focuses on:

• Estate planning
• Estate administration
• Business succession
• Trust administration

Katie understands that each family is unique and that different generations within a family and members of different family lines have varying perspectives on the family’s assets, its business and its legacy. She knows how to navigate conflicting perspectives and emotions even as she develops trust and estate solutions to fit each client's needs.

Bar Admissions

• Massachusetts
• Wisconsin

Education

• Boston University School of Law

• Northwestern University, Kellogg School of Management, Certificate, Quarles & Brady Leadership Program (2018)

• University of Notre Dame
  • Women's varsity rowing team

• "Estate Tax Portability"
• Seven Things Estate Planning Clients Should Know About the New Tax Law
• The Department of the Treasury and the IRS Extend April 15 Tax Deadlines
• “Deathbed Planning: What You Can Do This Side of Paradise”