Kathryn A. Muldoon, Associate

Biography

Kathryn "Katie" Muldoon is a member of the firm's Trusts and Estates Practice Group. Her experience includes:

  • Working with high net worth clients and their families to structure tax-efficient estate plans and implement lifetime gifting strategies.
  • Drafting complex estate planning documents, including revocable trusts, GST Trusts, Gift Trusts, Lifetime QTIPs, ILITs, GRATs, QPRTs and CRUTs.
  • Counseling clients regarding post-mortem tax planning.
  • Probating estates and preparing estate tax returns.
  • Preparing and reviewing gift tax returns.
  • Assisting trustees with trust administration and investment decisions.
  • Guiding non-profit organizations through incorporation and dissolution processes.

Legal Services

Education and Honors

  • Boston University School of Law (J.D., 2006)
    • Edward F. Hennessey Scholar. International Law Journal (Member). Public Interest Project Advisory Board Founder and Chair.
  • University of Notre Dame (B.A., cum laude, 2002)
    • Dean's List. Big East Scholar Athlete. Women's Varsity Rowing Team.

Bar Admissions

  • Massachusetts
  • Wisconsin

Professional and Civic Activities

  • Marquette Volunteer Legal Clinic (Volunteer)
  • Sojourner Family Peace Center Courthouse Clinic (Volunteer)
  • Children's Hospital Guardianship Pro Bono Clinic (Volunteer)

Selected Presentations/Publications

  • Co-author, “Deathbed Planning: What You Can Do This Side of Paradise,” Wisconsin Lawyer, October 2013.
  • Estate Tax Portability, Presentation at Midwinter Estate Planning Conference, February 16, 2013