Katy Donlan

Background

About Katy Donlan

I advise individuals and families on structuring their wealth to minimize income estate gift and generation-skipping transfer taxes. My practice includes: - Optimizing entity governance to facilitate continued ownership and operation of family-owned enterprises while balancing the unique needs goals and skills of individual family members. - Creating and implementing strategies to leverage the wealth transfer tax planning opportunities of IPOs and other events by which clients divest control of high value assets. - Collaborating extensively with family offices and advisors to provide comprehensive holistic and strategic advice. - Providing guidance to clients on achieving their charitable objectives including through the creation and ongoing management of private foundations. - Employing a wide range of sophisticated wealth transfer tax planning strategies. - Restructuring dynastic trusts and relocating the situs of trusts to maximize flexibility and duration while minimizing state income tax exposure. - Working with multi-national families on a range of cross-border planning issues and opportunities. - Advising fiduciaries on the administration of complex estates and trusts. - Consulting on tax trust and estate controversies.