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Katherine E. Trainor

Associate

Katherine Trainor joined MendenFreiman in 2014 and is an associate in the firm’s estate planning and trust and estate administration practice areas. She focuses on drafting estate planning documents including wills, trusts and prenuptial agreements, with the goal of meeting each client’s unique goals and desires. In addition, she helps guide clients through the probate and estate administration processes with varying levels of involvement based on situational needs.

With the frequent overlap between estate planning and business planning, Katherine also assists businesses and their owners with executing effective tax strategies and providing support with entity formation and other business structure issues.

Prior to joining MendenFreiman, Katherine was an associate with Wallace Morrison & Casteel, LLP and Roger A. Kirschenbaum, P.C.

“Estate planning should not be a prepackaged solution. Every client and situation deserves a personal and comprehensive strategy that can accomplish their specific objectives.”

Education

  • University of St. Thomas School of Law, St. Paul, Minnesota, J.D., 2012
  • Senior Editor, Journal of Law and Public Policy, 2011
  • University of Iowa, B.S., Political Science, 2007

Bar Admissions

  • State Bar of Georgia
  • Atlanta Bar Association

Representative Matters

Successfully drafted an appeal to the IRS to waive a $70,000 tax penalty imposed due to underpayment on an estate tax return.

Advised the Executor of a $3.5 million estate during the administration process and assisted with the negotiation of an estate settlement agreement between family members.

Finalized the buyout of a partner from local engineering company and negotiated terms to a non-compete agreement between the partners.

Coordinated the appraisals of more than 15 parcels of real estate and four car dealerships throughout the Southeast in order to determine the purchase price for the sale to a trust as part of a larger estate planning strategy.

Professional Affiliations and Memberships

  • State Bar of Georgia, member
  • Atlanta Bar Association, member
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