Contact Katie S. Groblewski

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Katie S. Groblewski Shareholder

Practice Overview

Katie assists individuals and families in Washington and Oregon with estate planning, and trust and estate administration.

Katie also works with business owners and their families on business succession planning.

She understands that each client has specific goals and drafts primary estate planning documents tailored for the client’s individual needs. She also works closely with high-income clients, assisting with drafting, funding and implementing complex wealth transfer and income tax mitigation plans, modifying existing irrevocable trusts judicially and non-judicially, and assisting family closely held companies with succession planning.

Katie also assists individual and corporate fiduciaries with a wide range of issues, including valuation, distribution and management of assets, fiduciary income taxes, and beneficiary disputes. She also helps clients with administration matters, including preparing estate and gift tax returns and dispute resolution agreements, assisting with succession or sale of family business interests from estates, and defending high-net worth estates through IRS audit.

Recognition & Honors

  • Fellow of the American College of Trust and Estate Counsel
  • The Best Lawyers in America in Trusts and Estates (2018)
  • Washington Super Lawyers (2014 - 2017)
  • Rising Star, Washington Super Lawyers (2012 - 2013)

Publications & Presentations

  • "Proposed Regulations Will Likely Limit Discount-Based Tax Planning," author, Stokes Law Briefs (August 2016)
  • "Estate Planning for Families With Rental Real Estate Businesses," co-author with RoseMary ReedStokes Law Briefs (January 2016)
  • "Did Aragona Answer All Questions? An Analysis of Outstanding Issues for Trusts Owning Rental Real Estate," co-author with RoseMary Reed, Steve Leimberg's Estate Planning Newsletter (September 2015)
  • "Notice, Information-Sharing and Other Issues Under the Washington Trust Act – Three Perspectives: the Drafter, Fiduciary and Litigator," 59th Annual Estate Planning Seminar, panelist (October 2014)
  • "Estate Planning Issues for the $2M to $10M Estate," the East King County Estate Planning Council, panelist (May 15, 2014)
  • "The 2013 Updates to the Washington Trust Act: Notice and Virtual Representation," speaker, KCBA (April 2, 2014)
  • "2013 Updates to the Washington Trust Act," author, WSBA RPPT Newsletter, Vol. 40, No. 4, pgs 5-12 (Fall 2013)
  • "Washington Trust Laws' Extreme Makeover: Blending With the Uniform Trust Code and Taking Reform Further With Innovations in Notice, Situs, and Representation," co-author, Washington Law Review (October 2013)
  • "Drafting for the Updated Trust Act," co-speaker, WSBA (October 2013)
  • "Trust Act: One Year Later," co-speaker, WSBA (December 2012)
  • "Proposed 2013 Trust Act Legislation," KCBA (November 2012)
  • "Managing Estate Assets," chapter co-author, Administering Oregon Estates, the Oregon State Bar Deskbook (December 2012)
  • "Drafting Tips for the Washington Trust Act," co-speaker, WSBA (December 2011)
  • "Reporting Requirements of the Oregon Uniform Trust Code," OSB Estate Planning & Administration Section Newsletter (October 2007)
  • "Good Governance Practices for Family Foundations," co-author, WSBA Real Property, Probate and Trust Section Newsletter (October 2006)
  • "Will Drafting for the 'Shifting' Taxable Estate," speaker, WSBA (October 2005)
  • "Avoiding Probate: Keeping Estate's Assets Out of Court Is Preferable," co-author, Puget Sound Business Journal, (March 2005)

Professional & Community Activities

  • Member, Real Property, Probate and Trust Section, Washington State Bar Association Legislative Committee
  • Member, Drafting Committee for 2013 Washington Trust Act legislation
  • Part-time Adjunct Faculty, Seattle University School of Law
  • Member, Seattle Estate Planning Council
  • Member, Washington Women in Tax
  • Member, Real Property, Probate and Trust Section and Taxation Section, Washington State Bar Association
  • Member, Estate Planning and Administration Section and Taxation Section, Oregon State Bar
  • Member, Editorial Board, OSB Estate Planning & Administration Section Newsletter (2008-2011)
  • Member, Editorial Board, WSBA Real Property, Probate and Trust Section Newsletter (2005-2006)

Background & Interests

Katie loves photography, travelling to places near and far, and spending time with her husband and children.

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Areas of Practice

Admissions

  • Washington (2003)
  • Oregon (2006)

Education

  • University of Washington School of Law, LL.M., taxation (2004)
  • Seattle University School of Law, J.D. (2003)
  • University of Washington, B.A. (2000)

Before you send your email...

We welcome your email, but please do not include any confidential, proprietary or sensitive information. Until you become our client, unsolicited information contained in an email to us is not protected from disclosure. Our firm’s receipt of your email does not establish an attorney-client relationship. Thank you.