Katie Fowler is an associate in Willkie’s Private Wealth Group. She focuses on matters involving estate and wealth transfer planning, trusts, family governance, business succession planning, estate administration and tax planning for high-net-worth individuals and families.
Prior to joining Willkie, Katie was an associate with the Private Wealth Group of a leading Northern California law firm where she advised high-net-worth clients with respect to their estate, tax and wealth transfer planning. Katie’s practice involves all aspects of wealth transfer and administration, including advanced income, estate, gift and generation-skipping transfer tax planning, as well as complex trust and estate administration. Katie frequently works with clients, trustees, wealth advisors and other third parties to design thoughtful planning strategies that are tax efficient and, most importantly, take into account each client’s unique circumstances and objectives for their families, businesses and charities.
Prior to joining Willkie, Katie was an associate with the Private Wealth Group of a leading Northern California law firm where she advised high-net-worth clients with respect to their estate, tax and wealth transfer planning. Katie’s practice involves all aspects of wealth transfer and administration, including advanced income, estate, gift and generation-skipping transfer tax planning, as well as complex trust and estate administration. Katie frequently works with clients, trustees, wealth advisors and other third parties to design thoughtful planning strategies that are tax efficient and, most importantly, take into account each client’s unique circumstances and objectives for their families, businesses and charities.
Experience
- Northern California Super Lawyers – Rising Star 2018-2021
- 2019-2020 Community Service Co-Chair – Charles Houston Bar Association
Credentials
Education
University of California, Davis School of Law, J.D., 2014 University of Montana, B.A., 2009