Katie Groblewski

Katie Groblewski has spent her career working with individuals, families, and business owners on their estate planning, trust and estate administration, and business succession planning. Katie’s approach is a personal one - she wants to understand each client’s goals and concerns before preparing their estate planning documents.

Her approach is also educational - she wants her clients to receive all of the information and support that they need to make thoughtful decisions about their planning.
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Katie’s clients range from those with straightforward issues to those with highly complex ones. Her work covers all types of issues, including basic planning, complex trusts, intrafamily gifts and wealth transfers, income tax mitigation and trust modifications. Regardless of the complexity, Katie will work with you to create a prioritized approach to address your needs.
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Katie also assists individual and corporate fiduciaries with a wide range of issues, including valuation, distribution and management of assets, fiduciary income taxes, passing family businesses through estates, and defending high-net worth estates through IRS audit.

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