Kathleen is a member of Sherman & Howard’s Estate and Tax Planning group. Her assistance may include preparation of wills and establishment of structures utilizing trusts, partnerships, limited liability companies and insurance. Kathleen frequently works with accountants, investment managers and other advisors to provide coordinated advice to clients. Kathleen also advises fiduciaries and beneficiaries with respect to all aspects of probate, estate and trust administration, and counsels philanthropic donors on charitable giving through private foundations, donor-advised funds, and charitable split-interest trusts. She serves as the firm’s practice group leader for the Trusts & Estates, Tax, and Employee Benefits Groups. In this role, she focuses on identifying and implementing strategic growth strategies.