As an attorney with 18 years’ experience, Kate’s practice focuses on non-profit and tax-exempt organizations, social enterprise and impact investing, 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, mission- and program-related investments, and other impact investing vehicles. In 2015, she volunteered in the effort to secure the approval of new regulations 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 of the Executive Committee of the Nonprofit Organizations Law Section of the Oregon State Bar.
Kate is a graduate of Harvard Law School and the University of Michigan. She is licensed to practice law in Oregon and Washington.
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.