Biography

Katharine concentrates her practice in all aspects of trusts and estates law. She represents clients in matters involving estate planning, estate and probate administration, trust management, and tax planning. She helps individuals and families protect and preserve their wealth through multiple generations with practical and sophisticated estate planning techniques. Katharine also represents individuals and corporations in trusts and estate administration.

Prior to joining the firm, she was an associate at Wellesley-based law firm, Margolis & Bloom, LLP.

Services/Industries

Education

  • Boston College Law School  (J.D.)
    • International & Comparative Law Review, Managing Editor
  • Boston University Questrom School of Business  (B.S.)
    • Business Administration, Concentrations in Law and Entrepreneurship

Bar Admissions

  • Massachusetts

Honors

  • Listed in The Best Lawyers in America© 2022 “Ones to Watch”

Firm Highlights

Blog

BREAKING: The Supreme Court Blocks OSHA COVID Vaccine/Testing Rule (NFIB v. OSHA) and Allows the Healthcare (Medicare/Medicaid) Vaccine Rule (Biden v. Missouri) to Take Effect

In NFIB v. OSHA , the Court focused its decision on OSHA’s emergency temporary standards which require the Secretary to show (1) “that employees are exposed to grave danger from exposure to substances or...

Matter

Trademark Litigation: Software

Represented trademark owner in litigation with foreign software company. Successfully defeated motion to dismiss on jurisdictional grounds, which was affirmed on appeal. Also successfully defeated summary judgment motion, which resulted in case settling before...

News

Verrill Welcomes Experienced Trust & Estates, Tax Partner Ruth Mattson

(January 5, 2022) – Verrill is pleased to welcome Ruth Mattson to the firm’s Boston office as a Partner in its Private Clients & Fiduciary Services Group. Mattson advises individuals and families on estate...

Event

Maine State Bar Association Winter Bar Conference

Join Verrill Partner, Anya F. Endsley on Friday, January 28, 2022 for session ten of this year's Maine State Bar Association Winter Bar Conference, Estate Planning Under the New Rules. Anya, along with attorneys...

Matter

Copyright Litigation: Software

Defended equipment manufacturer in copyright dispute involving firmware for digital subscriber line access multiplexers (“DSLAMs”). Case resolved favorably.

Publication/Podcast

Courts Expand on Rules Regarding the Protection of Retirement Plan Assets

News

Pair of Recent Victories Hearten Counsel for MassHealth Providers

Verrill attorney David G. Lazarus was recently mentioned in the Massachusetts Lawyers Weekly article "Pair of Recent Victories Hearten Counsel for MassHealth Providers." The article covers two appellate court decisions regarding the boundaries to...

Blog

Attention Portland Employers: Updates on Mask Mandate, Hazard Pay

On Monday, Portland City Councilors took two significant actions that affect employers in Portland, Maine. First, the Council repealed an emergency order from March 2020, eliminating the hazard pay provision set forth in the...

Blog

Elimination of Good Faith Relief for ACA Reporting

On November 22, 2021, the Internal Revenue Service (IRS) published proposed regulations that codify, among other things, an automatic extension of the deadline for furnishing IRS Forms 1095-C to employees. IRS Forms 1095-C are...

Publication/Podcast

Federal Vaccine Mandates: How to Respond to Ever-Changing Court Rulings

OSHA’s ETS, CMS’s Mandate, Federal Contractor Mandates, each of these federal vaccine policies have experienced legal challenges over the course of the last two months. On January 11, 2022, Verrill attorney Tawny Alvarez on...

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