Kaity advises clients in all aspects of estate planning, estate administration, and tax planning. She also assists with related real estate transactions, entity formations, and business planning matters. She earned her Juris Doctor (JD) and Masters of Law in Taxation (LLM) from the University of Washington School of Law. She graduated in the top 10% of her JD class, graduated in the top 5% of her LLM class, served as an executive editor for the Washington Law Review, and was a member of the Federal Tax Clinic.
When did you start practicing law as a licensed attorney?
After obtaining my Juris Doctor (JD) and Masters of Law in Taxation (LLM) at University of Washington School of Law I entered private practice at Montgomery Purdue in 2017.
What do you like about your work?
Estate planning is a proactive and complex legal practice. I enjoy it because it allows me to think critically while developing personal connections with clients who are making important decisions for their future. As a detailed-orientated planner, I find joy in helping clients create plans that accomplish their goals, which may include providing for loved ones, navigating difficult relationships, minimizing taxes, asset protection, ensuring one's final wishes are carried out, and maintaining privacy. Estate administration is an equally challenging and rewarding practice. Losing a loved one is never easy. My role is to ensure the estate administration process goes smoothly and efficiently, while limiting conflict and stress. I enjoy providing some relief to grieving families by taking the lead on the complex parts of estate administrations, such as asset transfers, estate tax return preparation, and court filings.
What drives you professionally?
I am driven by the opportunity to create plans that are tailored to each client's unique needs and to do so in an efficient and thoughtful manner. No two plans are the same, but a well-structured estate plan results in the same overall benefits for my clients. I enjoy guiding my clients along different paths that lead to the result that is right for them.
Can you name any skills or personality traits that you think are needed in your kind of practice that might differ from other practices?
By incorporating compassion, creative problem solving, and a commitment to excellence in my legal work, I am able to provide high-quality customer service while understanding that many clients I work with are going through, or planning for, difficult times.