Katherine E. Mulry
StockholderKatherine E. Mulry
Stockholder
Katherine aims to provide clients with peace of mind that their wishes will be carried out during life and after death.
Katherine works with individuals and families to develop estate plans that meet their personal objectives, while also taking into consideration tax efficiency. Katherine also routinely represents executors and helps them to navigate the estate settlement process, including the preparation of probate filings and estate tax returns.
Katherine is committed to providing personalized service to each client. She works with clients to develop a comprehensive estate plan which includes both incapacity planning and post-mortem planning. She aims to provide clients with peace of mind that their wishes will be carried out during life and after death. Katherine frequently collaborates with clients’ other professional advisors, including accountants, financial advisors, and investment managers, to ensure that their estate plans are consistent with their personal and financial goals.
Katherine is committed to providing personalized service to each client. She works with clients to develop a comprehensive estate plan which includes both incapacity planning and post-mortem planning. She aims to provide clients with peace of mind that their wishes will be carried out during life and after death. Katherine frequently collaborates with clients’ other professional advisors, including accountants, financial advisors, and investment managers, to ensure that their estate plans are consistent with their personal and financial goals.
Representative Experience
- Represented a client with a petition for a name change before a local probate court.
- Advises clients in preparing estate plans that benefit charitable causes and assists with the implementation of those plans.
- Represents executors with probate and tax filings for estates.
- Advises trustees on trust administration, distribution, and termination.
Practice Areas
Admissions
- State of Connecticut
Education
- University of Connecticut School of Law, J.D. (high honors) (Tax Certificate)
- College of the Holy Cross, B.A. (magna cum laude, Phi Beta Kappa)
Professional & Community Involvement
- Connecticut Bar Association
Publications & Speaking Engagements
- "2020 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 95) (2022)
- "2019 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 94) (2021)
- "2016 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 91, No. 1)
- "2015 Developments in Connecticut Estate and Probate Law," Co-Author, Connecticut Bar Journal (Vol. 89, No. 4)
