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 Hingham with her husband, two sons, 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

Elections and Constitutional Law: Successfully Challenged Certification of Initiative Petition

In a victory for consumers and the ride-hailing public, the Massachusetts Supreme Judicial Court recently barred the Secretary of State from placing on the November ballot initiative petitions proposed by companies such as Uber...

Event

Annual Update: Part 1 - 2022 Legal Year in Review (2nd Session)

Blog

Pay Transparency Laws are on the Rise – What Employers Need to Know

Last week (November 1, 2022), New York City Local Law 59 came into effect. The law requires employers with four or more employees working in New York City (NYC) to publish salary ranges for...

News

Ruth Mattson quoted in Law360 article regarding new Massachusetts surtax

Matter

Advised Fortune 500 Company on Group Health and Welfare Benefit Plans

We were engaged by a Fortune 500 manufacturing company to provide legal and compliance services regarding its group health and welfare benefit plans. During the course of our representation, we have advised the company...

Publication/Podcast

The PHE is Ending: Do You Know Where Your Waivers Are?

While the pandemic is not over, the COVID-19 public health emergency (PHE) is expected to expire soon, which means that a number of operational, safety, and billing standards that were waived at the beginning...

Event

Annual Update: Part 1 - 2022 Legal Year in Review (1st Session)

Publication/Podcast

Maine PUC Clarifies Ability of Level 2 Projects to “Leapfrog” Level 4 Projects in Interconnection Queue

After months of uncertainty over the issue of whether Level 2 renewable energy projects can “leapfrog” Level 4 projects in the queue, the Maine PUC clarified one of the ambiguities. Specifically, in response to...

Blog

New IRS Determination Letter Program for 403(b) and 401(a) Plans

On November 7, 2022, the IRS issued Revenue Procedure 2022-40 , which allows certain tax-exempt employers (such as schools, charities, and churches) to apply for IRS determination letters on their individually designed section 403(b...

News

Verrill Partner Anya F. Endsley Graduates from The American College of Trust and Estate Counsel’s (ACTEC) New England Fellows Institute

Contact Verrill at (855) 307 0700