Biography

Kate's clients value her experience and her thoughtful approach to their personal planning goals and objectives. She advises individuals and families on all aspects of estate planning and estate and trust administration, including counseling clients on tax planning, charitable giving, wealth management and transfer strategies, and the probate administration process.

Prior to joining Verrill, Kate worked as a trusts and estates associate for a general practice firm in the Boston suburbs. While in law school, she worked for a boutique Boston trusts and estates firm and the University of Massachusetts Foundation. Prior to law school, Kate worked as a litigation paralegal for a large, international law firm in Washington, D.C.

Kate resides in Chestnut Hill with her husband, son, and dog. She is an active member of the Junior League of Boston and an avid ACC football and basketball fan. During the summer, she spends much of her free time with her family on Cape Cod.

Services/Industries

Education

  • Boston College Law School  (J.D.)
  • Kenyon College  (B.A.)

Public Service

  • Member, The Junior League of Boston

Bar Admissions

  • Massachusetts

Memberships

  • Boston Bar Association
  • Massachusetts Bar Association
  • Boston Estate Planning Council
  • Boston Trusts & Estates Consortium

Court and Other Admissions

  • U.S. District Court for the District of Massachusetts

Firm Highlights

Matter

Copyright Litigation: Software

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

Event

Understanding Your Fiduciary Responsibilities Under ERISA

Employers have long understood the importance of fiduciary compliance with respect to 401(k) plans and other retirement plans subject to ERISA, and most have sound processes and governance structures in place to ensure the...

News

Verrill Partner to Lead Firm’s Energy, Telecommunications, and Natural Resources Group

(May 14, 2021) – Verrill is pleased to announce that Jim Cohen has been appointed chair of the firm’s Energy, Telecommunications, and Natural Resources Group. Cohen, a former Mayor of Portland, is a long-time...

Publication/Podcast

Portland Maine Business Podcast with Tawny Alvarez

On this week's Portland Maine Business Podcast , a podcast with Shelby Turcotte of Shelby Trained, he interviews employment and labor attorney Tawny Alvarez who shares stories that contributed to shaping her as a...

Event

Global Virtual Legal Project Management Summit

Publication/Podcast

Policies to Guide Employee Conduct and Respond to Misconduct

Scott Connolly, partner in Verrill’s Employment & Labor Group, has authored the chapter “Policies to Guide Employee Conduct and Respond to Misconduct” in MCLE’s book, Drafting Employment Documents in Massachusetts (4th Edition 2021). The...

News

Verrill Welcomes Jeffrey A. Smagula, Experienced Health Care and Life Sciences Attorney, Former Health Plan Compliance Executive

(May 12, 2021) – Verrill is pleased to welcome Jeffrey A. Smagula to the firm’s Boston office as Counsel in its nationally recognized Health Care & Life Sciences Group. Jeff Smagula brings to Verrill...

Blog

Prop 65: Will the “Short-Form” be Short Lived?

Enacted as part of the Safe Drinking Water and Toxic Enforcement Act of 1986, Proposition 65 (“Prop 65”) requires businesses with ten or more employees that sell products in the state of California to...

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...

Blog

Verrill Attorney Gordon Smith Comments on Lawsuit Claiming Ownership of Maine Coastal Property

Contact Verrill at (855) 307 0700