Overview
Katherine Wensink
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Experience

"My broad legal background and ability to identify desired outcomes allow me to develop and implement the best estate plan for your family."

Kate is an experienced estate planning attorney and a Member in the Tax and Benefits Department at McDonald Hopkins. She focuses on advising business owners, executives, and professionals along with their families in all areas of estate, business succession, charitable and tax planning. She has extensive experience drafting complex estate and business plans, including charitable foundations and trusts, as well as working with clients through the administration of an estate (including both probate and non-probate assets). Kate uses her prior experience in complex business structures and retirement plan drafting to counsel clients regarding complicated business and retirement plan issues.

Kate earned her J.D. from the University of Michigan Law School at Ann Arbor in 1999. She received a B.A. from Purdue University in 1996.

Credentials

Admissions - Court

  • U.S. Court of Appeals for the 7th Circuit
  • U.S. District Court for the Eastern District of Michigan

Admissions - State

  • Illinois
  • Iowa
  • Michigan
  • Ohio

Education

  • University of Michigan Law School
  • Purdue University

Professional Membership

  • Cleveland Metropolitan Bar Association, Probate & Trust Law Section
  • Estate Planning Council of Cleveland, Board Member
  • State Bar of Michigan
  • Iowa State Bar Association
  • Illinois State Bar Association
  • Ohio State Bar Association, Estate Planning & Trust Law Section

Public Service and Volunteerism

  • CWRU Estate Planning Advisory Council
  • Cleveland Museum of Art
    • Gift Planning Advisory Committee; member, former chair
    • Women's Council
  • College Now Mentor
  • Cleveland Arts Prize Special Prize Juror
  • Cleveland Metropolitan Bar Association – Estate Planning Institute – Vice Chair
  • University Hospitals Diamond Advisory Group
Insights

Blog Posts

External Publications

  • "Grandma and Grandpa Help Out," livespecial.com, 2015 Northeast Ohio Edition
  • "Stock Options: To Gift or Not to Gift?," Probate Law Journal of Ohio, September/October 2014
  • "Estate Planning For LGBT Couples," Cleveland Metropolitan Bar Journal, June 2013
  • "What Expecting Parents Should Know About Estate Planning," RBMA Monthly Legal Update Digest April 2013
Events

Events

Speaking engagements

  • Ohio Case Law and Legislative Update – The Marvin R. Pliskin Advanced Probate and Estate Planning Seminar, sponsored by the Ohio State Board Association, September 15, 2017
  • Estate Planning for Non-Traditional Families – Updates for the Estate Planning Professional, sponsored by KeyBank, May 25, 2017
  • Planning for Non-Traditional Families During the Trump Presidency – Cleveland Metropolitan Bar Association, January 17, 2017
  • Estate Planning Techniques for Non-Traditional Families – Estate Planning Council of Cleveland, December 16, 2016
  • Chair, Cleveland-Marshall College of Law Alumni Association Estate Planning Seminar, October 2012
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