Overview

Katherine J. Levy helps her clients successfully preserve, manage and transfer their wealth. An experienced practitioner, she is the “go-to” lawyer for a diverse group of clients seeking advice on issues ranging from estate planning and trust administration to employee benefits, business succession planning and tax planning.

Katherine’s training as a CPA is indispensable to her understanding of her clients’ complex tax and business issues. She offers astute legal advice by leveraging both business-related insights and her extensive legal experience. Katherine has established long-term, trusted relationships with clients who repeatedly call on her to help them resolve critical issues. Her approach is strategic: whether by working with in-firm colleagues or by directing clients to outside resources, Katherine excels at getting clients through their problems.