About Katherine
Katie Ann is licensed to practice law in both Pennsylvania and Ohio and will be based out of our McMurray office. Katie Ann brings a wealth of knowledge to our team and has experience with drafting and administering complex estate planning documents for individuals with varying levels of wealth, asset composition and family dynamics.
Prior to relocating to the South Hills to raise her family with her husband, who is a third generation Upper St. Clair resident, Katie Ann was a partner at an Ohio boutique estate planning law firm.
Katie Ann received her law degree, Cum Laude, from the University of Notre Dame School of Law. She graduated Summa Cum Laude from Duquesne University with a Bachelor of Science in Business Administration, having a concentration in Accounting and Finance. She was also named A.J. Palumbo Business School Valedictorian.
Katie Ann is detail oriented, focused and passionate about assisting clients with preserving and managing their assets for lifetime enjoyment and family legacy.
In her free time Kate Ann enjoys spending time with her family, practicing yoga and cycling. She dedicates significant time to volunteering in her children’s school and in her church community.
Practice Concentration
- Estate Planning in Pennsylvania
- Elder Law Planning
- Powers of Attorney in Pennsylvania
- Wills in Pennsylvania
- Trusts in Pennsylvania
- Estate Administration
Subject Matter Focus
- Estate & Trust Administration
- Asset Protection Trusts
- Special Needs Trusts in PA
