Profile

Thoughtful, thorough estate planning advisor

Katie Hanes works with clients to develop individualized estate plans and administer trusts and estates. She prepares estate planning documents that carry out client wishes while minimizing taxes and administrative burdens. Katie also works with corporate and individual trustees and personal representatives to efficiently administer trusts and estates while helping families through some of life's most challenging moments.

Katie knows that understanding your family and financial situation is crucial to developing an estate plan that accomplishes your goals. She asks thoughtful questions and provides options to clients to help them navigate the complex task of creating an estate plan. Katie also knows how challenging it can be to administer a trust or estate after death 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

Professional Career



Articles

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

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