Profile

Katie focuses her practice on estate planning and estate administration, elder law and Medicaid and asset protection planning. She counsels individuals and families in all aspects of planning and administering estates and trusts, including long-term care and guardianship matters. Katie also advises high‑net‑worth individuals on advanced wealth and transfer tax planning, including estate, gift and generation skipping transfer tax issues and the income taxation of estates and trusts. She also has experience in the area of professional legal ethics (primarily conflicts of interest) and civil litigation.

Prior to joining Bond, Katie was a partner at the Rochester area law firm, Boylan Code LLP.