Kathleen has been a financial planner in the firm's trust and estate department for seven years.
She focuses her efforts in the area of income and estate tax planning while assisting in administrative and compliance requirements for high net worth individuals and their families. Kathleen has administered charitable trusts; private foundations; limited liability companies and family partnerships. She has prepared and reviewed personal, trust and corporate tax returns and assisted in responding to any federal and state audits related thereto.
In the estate planning area, Kathleen has prepared sophisticated estate flow charts to assist in the planning process and aided in the preparation of federal and New York State estate and gift tax returns. She tracks the performance of investments as it relates to clients tax planning needs and the administration of grantor retained annuity trusts and other wealth transfer vehicles.