Katherine Sullivan

Associate

Katherine J.N. Sullivan

Katherine Sullivan

Associate

Expertise
Bar Admissions
  • New York, 2014

Katie provides custom solutions to her clients’ most complex tax- and estate-planning needs.

Katie advises high-net-worth individuals and families on a range of legal matters, with a particular focus on sophisticated tax and estate planning, tax-efficient wealth transfer strategies, structuring of family-controlled entities, charitable giving and income tax planning for individuals and pass-through entities. She represents fiduciaries in connection with the administration of estates and trusts – including probate and administration proceedings, asset collection and distribution – and regularly advises on the formation and governance of non-profit and charitable organizations.

Before joining Davies, Katie practised for several years at a leading international firm in New York.

Katherine Sullivan

Associate

Katie provides custom solutions to her clients’ most complex tax- and estate-planning needs.

Katie advises high-net-worth individuals and families on a range of legal matters, with a particular focus on sophisticated tax and estate planning, tax-efficient wealth transfer strategies, structuring of family-controlled entities, charitable giving and income tax planning for individuals and pass-through entities. She represents fiduciaries in connection with the administration of estates and trusts – including probate and administration proceedings, asset collection and distribution – and regularly advises on the formation and governance of non-profit and charitable organizations.

Before joining Davies, Katie practised for several years at a leading international firm in New York.

Bar Admissions

New York, 2014

Education

New York Law School, JD (Summa cum laude), 2013
Queen’s University, BA (Hons.), 2009

Katie provides custom solutions to her clients’ most complex tax- and estate-planning needs.

Katie advises high-net-worth individuals and families on a range of legal matters, with a particular focus on sophisticated tax and estate planning, tax-efficient wealth transfer strategies, structuring of family-controlled entities, charitable giving and income tax planning for individuals and pass-through entities. She represents fiduciaries in connection with the administration of estates and trusts – including probate and administration proceedings, asset collection and distribution – and regularly advises on the formation and governance of non-profit and charitable organizations.

Before joining Davies, Katie practised for several years at a leading international firm in New York.

Bar Admissions

New York, 2014

Education

New York Law School, JD (Summa cum laude), 2013
Queen’s University, BA (Hons.), 2009