Katie’s estate planning practice includes drafting primary estate planning documents for individuals. Her planning practice also includes drafting, funding and implementation of complex wealth transfer and income tax mitigation plans, modifying existing irrevocable trusts judicially and non-judicially, and assisting family closely-held companies with succession planning.
Katie’s probate and trust administration practice includes assisting individual and corporate fiduciaries with a wide range of issues including valuation, distribution and management of assets, fiduciary income taxes, and beneficiary disputes. Her administration practice also includes preparing estate and gift tax returns and dispute resolution agreements, assisting with succession or sale of family business interests from estates and defending high net worth estates through IRS audit.
CONTACT INFO
206-892-2136
katie.groblewski@stokeslaw.com
PRACTICE AREAS
Estate Planning
Gift & Estate Taxation
Probate & Trust Administration
EDUCATION
University of Washington School of Law, LL.M., taxation (2004)
Seattle University School of Law, J.D. (2003)
University of Washington, B.A. (2000)
ADMITTED TO PRACTICE
Washington (2003)
Oregon (2006)
PROFESSIONAL & COMMUNITY ACTIVITIES
Part-time Adjunct Faculty, Seattle University School of Law
Member, Seattle Estate Planning Council
Member, Washington Women in Tax
Member, Real Property, Probate and Trust Section and Taxation Section, Washington State Bar Association
Member, Estate Planning and Administration Section and Taxation Section, Oregon State Bar
Member, Editorial Board, OSB Estate Planning & Administration Section Newsletter (2008-2011)
Member, Editorial Board, WSBA Real Property, Probate and Trust Section Newsletter (2005-2006)
PUBLICATIONS & SPEAKING ENGAGEMENTS
“Drafting Tips for the Washington Trust Act,” co-speaker, WSBA (December 2011)
“Managing Estate Assets,” co-author, Administering Oregon Estates (publication anticipated January 2012)
"Reporting Requirements of the Oregon Uniform Trust Code," OSB Estate Planning & Administration Section Newsletter (October 2007)
"Good Governance Practices for Family Foundations" co-author, WSBA Real Property, Probate and Trust Section Newsletter (October 2006)
"Will Drafting for the 'Shifting' Taxable Estate," speaker, WSBA (October 2005)
"Avoiding Probate: Keeping Estate's Assets Out of Court Is Preferable," co-author, Puget Sound Business Journal, (March 2005)
BACKGROUND & INTERESTS
Katie loves photography, travelling to places near and far, and spending time with her husband and daughter.
