Katie understands that an attorney’s job is to serve in the best interest of others. She works hard to build relationships with her clients and provide them with individualized solutions to meet their needs. She listens carefully to her clients and asks the necessary questions needed to move forward. Even more, she posses the diligence and knowledge required to address several client issues simultaneously.

Throughout her career, providing excellent client service has been Katie’s highest priority. Seeing her clients return to the firm time after after is a testament to Katie’s focus on service. Katie uses her legal expertise to help individuals, families, farmers and business owners plan for their future and preserve assets.  She also helps clients with medical and disability planning.

Practice Areas

Estate Planning
  • Wills and revocable (living) trusts
  • Insurance trusts and other irrevocable trusts
  • Family limited partnerships and family limited liability companies
  • Prenuptial and postnuptial agreements
  • Family cabin succession planning
  • Business succession planning and buy/sell agreements
  • Charitable trusts
Tax Planning
  • Preparation of estate and gift tax returns
  • Estate and gift tax planning
  • Charitable giving
Probate and Trust Administration
  • Full-service probate and trust administration
  • Probate court filings
  • Fiduciary and estate tax return preparation
  • Representation of beneficiaries, trustees, personal representative, heirs, and creditors in administration
  • Trust and Will construction
  • Trustee removal and succession matters
Farm Matters
  • Formation of business entities for farm operation and ownership of agricultural assets
  • Transferring or selling ownership of agricultural real estate, equipment, and farm assets
  • Liquidating farm assets (i.e. selling equipment and livestock, and selling land)
  • Renting or leasing agricultural land and equipment
Disability & Medical Assistance Planning
  • Health Care Directives and Powers of Attorney
  • Guardianships and Conservatorships
  • Special needs trusts and supplemental needs trusts
  • Asset preservation

Admissions

  • Minnesota

 

Education

  • J.D., William Mitchell College of Law, Summa Cum Laude
  • B.S., Regis University, Magna Cum Laude, Biochemistry and Biology

Professional Activities

  • Minnesota Rising Star, Minnesota Super Lawyers (2014 – 2017)
  • Probate and Trust Law Section, Minnesota State Bar Association
  • Agriculture Section, Minnesota State Bar Association
  • Elder Law Section, Minnesota State Bar Association
  • Eighth District Bar Association

 

Community Involvement

  • Ridgeview Hospital Foundation
    • Board of Directors
    • Finance Committee
    • Endowment Committee