Casner & Edwards

Katie L. S. Von Kohorn

  • Serves as trustee on numerous revocable and irrevocable trusts
  • Advises clients on digital asset and crypto-asset planning
  • Utilizes life insurance planning to increase assets passing to heirs by over $50 million
  • Planning with a laddered series of GRATs to pass assets to heirs tax-free
  • Provides advice to trustees, donors, and beneficiaries regarding the use of non-judicial settlement agreements and trust decanting to improve flexibility, discard outdated trust provisions, and fulfill client wishes
  • Counsels clients on tax, gift and estate planning for non-citizen spouses
  • Provides strategic advice to clients regarding management of family private foundations, donor advised funds, and planned family philanthropy
  • Implements wills, revocable trusts, life insurance trusts, realty trusts, LLCs, grantor retained annuity trusts, qualified personal residence trusts, powers of attorney, health care proxies
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