As an attorney with fifteen years’ experience, Kate’s practice focuses on non-profit and tax-exempt organizations, social enterprise, philanthropy, and complex estate planning and administration.
Kate has experience representing tax-exempt organizations, both large and small, including public charities, private foundations, community foundations, and social welfare organizations. She has advised tax-exempt organizations in a wide variety of contexts, such as qualification for tax-exempt status, corporate governance, political and lobbying activities, grantmaking, excise taxes, unrelated business income tax, joint ventures and for-profit subsidiaries, social enterprise, and mission- and program-related investments. She has recently volunteered in the effort to secure the passage of a new law that makes it easier for Oregon businesses to raise startup capital.
Kate has also represented multiple generations of families on wealth transfer planning and estate and trust administration, including both high net worth clients and those with more modest estates. Her practice focuses on both simple and complex estate planning, business succession planning, charitable giving, and related areas of federal and state tax law. In addition, Kate has experience with international estate planning, including cross-border property transfers and pre-immigration planning.
Kate is a member of the Estate Planning Council of Portland, and serves as the Chair-Elect of the Executive Committee of the Nonprofit Organizations Law Section of the Oregon State Bar. Kate also serves on the Board of Hatch Innovation, a non-profit organization focusing on social enterprise and local investing, as well as Women’s Plaza, a new co-working space in Portland with on-site childcare.
Kate is a graduate of Harvard Law School and the University of Michigan. She is licensed to practice law in Oregon, Washington, the District of Columbia, and Michigan.
A holistic wellness enthusiast, Kate enjoys all kinds of exercise. She is the proud mom of two wonderful sons, who fill her days with Legos, laughter, and laundry.